Every engagement begins with a complex business challenge and ends with measurable value. Explore how our actuarial experts have helped insurers, financial institutions, and corporates manage risk, strengthen compliance, optimize employee benefits, and make confident strategic decisions through data-driven insights.
The client, a fast-growing SaaS startup with 100+ employees, needed a defensible ESOP valuation framework ahead of a Series B funding round, withinvestors requiring an independent, audit-ready fair value assessment within a tight 2 week timeline.
Performed a detailed valuation analysis using Black-Scholes method, assessed the plan's vesting structure and exercise terms, benchmarked againstcomparable industry valuations, and delivered a fully documented report aligned with applicable accounting standards.
Delivered the valuation report 3 days ahead of the funding round close, supporting a successful raise of $50M. The report was accepted by investorsand auditors without revision, and the client has since engaged iActuary for 2 consecutive years of ongoing ESOP compliance reporting.
iActuary is a specialized actuarial consulting firm committed to helping businesses make informed decisions through deep actuarial expertise, industry knowledge, and practical insights.