Financial Advisory

Effective use of time and money drives success. We help early-stage companies and angel funds focus on what they do best while we manage their financial and operational requirements. Our clients are typically small, high growth companies and angel funds that are not yet to the point of employing a full-time CFO.  

Valuation Services

You need a valuation that is done correctly the first time at a reasonable price. Working with an experienced professional ensures an efficient process and accurate results. We specialize in valuations for early-stage companies (409A, 123R/718, due diligence) and venture capital firms (157/820).

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EXPERIENCED

We leverage years of experience consulting early-stage companies to help your organization take full advantage of opportunities and avoid mistakes.

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Efficient

Our professionals increase client efficiency and give organizations the tools needed to respond quickly and intelligently to investors and customers.

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Economical

We provide expertise when you need it. Outsourcing to Bluemont means your company operates efficiently without the expense of a full-time CFO.  


Startup Companies

Early-stage companies must run lean or fail. Finance and operations are typically not the most effective use of entrepreneurs' time. We understand the finance and operational needs of startups as well as the factors that angel and venture capital investors are looking for in an investment.  

Financial Management

Investor Relations

Key Performance Indicators

Fundraising 

Financial Modeling

Deal Term Negotiations


Angel Groups

The experience of working with over 2,000 angel and venture backed companies gives Bluemont a unique perspective when assisting angel groups. Not only can we facilitate more efficient operations but we can also leverage what we have learned to increase returns. 

Deal Sourcing

Due Diligence

Operations

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ExperienceD

We have provided valuations for private companies from idea stage through exit as well as over 40 of the most prominent venture capital and private equity firms.  

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Efficient

We leverage technology to automate routine valuation tasks and experienced professionals to create high quality valuations. Valuations are typically performed in a fraction of the time required by our competitors. 

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Economical

Bluemont focuses on the satisfaction of our clients and our employees instead of focusing on inflating billable hours. Our experienced professionals and efficient systems produce thoughtful valuations at a competitive price.


Startup Companies

We understand that companies at each stage of development have different valuation needs and budgets. Bluemont provides high quality valuations at a competitive price that stand up to auditor, SEC, and IRS scrutiny. 

409A

Due Diligence

123R Option Expense


Venture Capital

Increased scrutiny as a result of ASC 820 (formally FAS 157) has put increased pressure on the valuation practices of venture capital and private equity firms. Our professionals work as the liaison between venture capital firms and their auditors. We incorporate thoughtful methodology into the approaches preferred by your auditors to determine values that fully reflect the opportunities and risks facing each company. Bluemont makes the portfolio company valuation process significantly more efficient for all involved. 

844-355-0075
info@bluemontllc.com

Asheville 828-782-3080     Atlanta 470-242-1409     Seattle 206-249-6776

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