Valuation

Object - Valuation#

https://raw.githubusercontent.com/Open-Cap-Table-Coalition/Open-Cap-Format-OCF/main/schema/objects/Valuation.schema.json

Description: Object describing a valuation used in the cap table

Data Type: OCF Object - VALUATION

Composed From:

schema/primitives/objects/Object

Properties:

Property	Type	Description	Required
id	`STRING`	Identifier for the object	`REQUIRED`
comments	[`STRING`]	Unstructured text comments related to and stored for the object	-
object_type	Constant: `VALUATION` Defined in schema/enums/ObjectType	Object type field	`REQUIRED`
provider	`STRING`	Entity which provided the valuation	-
board_approval_date	schema/types/Date	Date on which board approved the valuation. This is essential for 409A valuations, in particular, which require the Board to approve the valuation.	-
stockholder_approval_date	schema/types/Date	This optional field tracks when the stockholders approved the valuation.	-
price_per_share	schema/types/Monetary	Valued price per share	`REQUIRED`
effective_date	schema/types/Date	Date on which this valuation is first valid	`REQUIRED`
stock_class_id	`STRING`	Identifier of the stock class for this valuation	`REQUIRED`
valuation_type	`Enum - Valuation Type` Description: Enumeration of valuation types ONE OF: • 409A	Seam for supporting different types of valuations in future versions	`REQUIRED`

Source Code: schema/objects/Valuation

Examples:

[
  {
    "id": "892e8b19-ed26-4049-9ada-a5cf816376fd",
    "object_type": "VALUATION",
    "provider": "Bob's quality, discount valuations",
    "price_per_share": {
      "amount": "10000000.00",
      "currency": "USD"
    },
    "effective_date": "2022-01-28",
    "valuation_type": "409A",
    "stock_class_id": "8d8371e8-d41d-4a49-9f42-b91758fd155d",
    "comments": [
      "Wow, what a great deal this guy gave us."
    ]
  }
]