About Us
Who We Are
Welcome to your trusted partner for valuation services. We specialize in delivering accurate and insightful valuations across various industries. Our experienced professionals combine industry expertise with deep knowledge of tax compliance and financial reporting valuations to provide comprehensive and reliable valuation opinions.
We offer comprehensive business valuation services for determining the fair market value of Common Stock for IRC 409A, Portfolio Valuation under ASC 820, and fair value of embedded derivatives for ASC 815 / 825.
Meet Our Experts
Steve Allan founded Allanytics, a strategic advisory firm for data analytics, benchmarking, and compliance valuations. For the five years before founding Allanytics in early 2023, Steve led Third Horizon Venture Partners, a family office based in Silicon Valley. He served in various executive positions at closely held portfolio companies, including CEO, President, CFO, and Head of Corporate Development. Before that, Steve spent nearly a decade at Silicon Valley Bank, where he was Head of SVB Analytics and SVB Securities Strategic Advisory, responsible for the three areas of information services provided to the innovation economy, Strategic Advisory Services, Compliance Valuations, and Insights. Before joining SVB Analytics in 2008, he worked with J.P. Morgan Chase in New York for the firm's fixed-income trading business. While at J.P. Morgan, Steve worked with both the proprietary and client-focused U.S. Dollar Fixed Income Derivatives desks. Before J.P. Morgan, Steve worked with AT&T, working in finance, marketing, and sales.
Steve earned a Master's in business administration from Duke University's Fuqua School of Business and a bachelor's degree in finance from the University of Notre Dame. He has been conferred the Chartered Financial Analyst designation.
Harpreet Singh brings over a decade of extensive professional experience, with a strong focus on business valuation. He leads a professional team dedicated to portfolio valuations, tax and compliance assessments, and financial reporting. Harpreet collaborates closely with clients to meet their business valuation needs, covering areas such as IRC 409A, ASC 718, ASC 820, and gift and estate planning.
Previously, Harpreet was part of the Monitoring and Control Lending team at Barclays Shared Services, where he gained valuable experience monitoring complex debt covenants and conducting credit analyses for UK-based companies.
Harpreet holds an MBA in Finance from the International College of Financial Planning (ICoFP), Delhi, and a bachelor’s degree in commerce from the University of Kota. He has also cleared Level 2 of the CFA exam conducted by the CFA Institute.
Our Services
409A Valuation
Allanytics offers audit-ready 409A valuation services for a wide range of companies of every size, industry, and stage through a team of highly experienced valuation specialists. Our team has the knowledge and experience to provide your business the high-quality appraisal and business valuation services to support your option grants within a safe harbor framework.
Our specialized team utilizes the most applicable and defensible methodologies to provide your 409A valuation, regardless of your business structure, including partnerships, LLCs, S-corporations, and C-corporations. Our team will collaborate closely with you, your CFO and/or finance and accounting departments to ensure all valuation aspects align with your financial strategies.
ASC 718 Valuation
Companies often offer equity-based compensation such as stock options, restricted stock units (RSUs), stock appreciation rights (SARs), or other equity awards to employees. These compensation plans may have complex terms and conditions, which require appropriate accounting treatment.
Allanytics assists your team to ensure that these equity-based compensation plans are recognized and measured accurately, preserving financial statement integrity. Our business valuation service experts employ the most relevant valuation methodologies, inclusive of option pricing models, Monte Carlo simulations, binomial (lattice) models, and probability-weighted scenario analyses, to determine fair value.
Portfolio Valuation (ASC 820)
For investors, quarterly and annual Portfolio Valuation is an important and complex task necessary to do. At Allanytics, we specialize in overcoming these challenges, delivering accurate and regular updates to support financial reporting, even with limited data availability.
Our clients include Private Equity firms, Venture Capital firms, Venture Debt Firms and Family Offices. We provide portfolio valuation services across a wide range of industries and stages of development, including Finance, SaaS, Real Estate Investment Trusts (REITs), Technology, Energy and Utilities, Manufacturing, Retail and Consumer Goods, Media and Entertainment, Biotechnology, Pharmaceuticals, and more.
We have extensive experience providing portfolio valuations for funds managing upwards of $1.0 billion assets under management and 500 portfolio companies.
Our valuation practices align with ASC 820 standards (formerly FASB Accounting Standards Codification Topic 820, or “Fair Value Measurement”), ensuring compliance with fair value measurement and disclosure requirements.
We also assist our Private Equity, Venture Capital, Venture Debt, and Family Office clients in designing comprehensive Fund Valuation Policies tailored to their unique needs. By providing frameworks aligned with industry standards and regulatory guidelines, we enable clients to ensure transparency, accuracy, and consistency in their portfolio valuations, whether for internal reviews or external audits, and our customized solutions simplify the valuation process, empowering clients to maintain investor trust and optimize reporting practices.