What is the Alpha Analytics Institutional Resources page?

Institutional Resources is a collection of three self-serve valuation tools published by Alpha Analytics, LLC. Each tool applies the methodology used in formal valuation engagements and returns a personalized PDF report. The three tools cover certified valuation appraisals for wealth transfers, secondary waterfall analysis for private company equity, and qualified appraisals for cryptocurrency transfers.

When should an executive use the Secondary Waterfall Analysis tool?

The Secondary Waterfall Analysis tool applies when an executive, founder, or early employee holds private company stock and is evaluating a secondary tender offer, a scheduled liquidity event, a stock grant, or a gifting decision. It models probability-weighted proceeds across four scenarios using the same framework a professional appraiser applies — preference stack distribution, DLOM adjustment, and NPV discounting.

When is a qualified appraisal required for cryptocurrency transfers?

A qualified appraisal is required by the IRS for non-cash charitable contributions of cryptocurrency exceeding $5,000, and for other documented crypto transfers where a substantiated fair market value is needed. Alpha Analytics' cryptocurrency tool produces an appraisal meeting the qualified appraisal standard.

What is a certified valuation appraisal for estate and gift tax purposes?

A certified valuation appraisal establishes the fair market value of assets transferred through gifts, trusts, or estate mechanisms and supports valuation discounts — typically 20% to 45% — that reduce taxable transfer value. Alpha Analytics' tool estimates the discount range and resulting lifetime gift tax savings against the federal exemption.

Valuation Resources and Tools

Alpha Analytics provides access to numerous modeling tools to assist decision makers in areas of private company valuation, tax planning, and for liquidity decisions.

Tools Currently Available:

Each tool combines user inputs with market data and derives valuable insights from our proprietary calculators. A summary report will be generated and delivered promptly. Learn more about each tool below.

Gifts, & Estate Tax Planning Calculator

Estimate the discounts that can be applied to assets transferred or gifted through trusts, estates or other transfer vehicles — and the savings that can be realized through lower taxes and preservation of your lifetime gift tax exemption. Use it before a gift or transfer is executed, to quantify the benefit applicable discounts can unlock and supported by a formal valuation appraisal. Based on user inputs and market data, our conclusions and insights will be summarized in a formal valuation report.

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Private Equity Scenario Analysis

Assess what your private company equity position is worth using the same framework a valuation expert utilizes. The tool assess the value of your holding across multiple scenarios and recommends a course of action based on user inputs and market data. Use it to help estimate the value of your equity position across multiple future outcomes to optimize decision-making. A formal valuation report will summarize your equity position, a recommended strategy, and include other key considerations such as potential tax exposure.

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Cryptocurrency Valuation Calculator

The IRS requires documentation for non-cash contributions exceeding $5,000. Our calculator assists users by assessing the value of cryptocurrency transferred or gifted and generates a formal valuation report with a summary of conclusions and insights based on user inputs and market data. Use it before a charitable cryptocurrency contribution or documented transfer that requires formal substantiation.

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Get in Touch with a Valuation Professional

Have questions or need more information about our services? Contact Alpha Analytics, LLC to speak with a member of our team—we’re here to help you move forward with clarity and confidence.

  
  Reference Summary
  
    Certified Valuation Appraisal
    Establishes fair market value of assets transferred through gifts, trusts, and estate mechanisms. Supports discounts of 20%–45% against taxable transfer value. Used by estate planners, fiduciaries, and tax advisors before a material wealth transfer.

    Secondary Waterfall Analysis
    Models private company equity proceeds across four probability-weighted outcomes — current hold, acquisition, IPO, downside — applying preference stack distribution, Discount for Lack of Marketability (DLOM), and net present value discounting. Used by employees, founders, and advisors evaluating tender offers, grants, and liquidity events.

    Qualified Appraisal for Cryptocurrency Transfers
    Produces an IRS-compliant qualified appraisal for cryptocurrency transferred as a charitable contribution or non-cash gift above the $5,000 threshold requiring formal substantiation. Used by donors, tax advisors, and fiduciaries preparing charitable contribution documentation.

Disclosures

The tools and resources presented on this page are provided by Alpha Analytics, LLC for informational and educational purposes only. Each tool produces estimates, projections, or summary outputs based on the inputs you provide and generalized methodology — they do not constitute a certified, signed, or formal appraisal unless explicitly engaged and delivered as such.

Outputs from these tools are not legal advice, tax advice, investment advice, or a substitute for a formal valuation engagement. Tax laws, valuation standards, and regulatory requirements are complex, change frequently, and depend on individual facts and circumstances. You must not rely on these outputs for filing tax returns, making irrevocable financial decisions, structuring charitable contributions, or executing wealth transfers without review by a qualified tax professional, estate attorney, or credentialed appraiser.

Alpha Analytics, LLC is not a registered investment adviser. Modeled scenarios are not indicators of future results. All private company equity and cryptocurrency holdings carry substantial risk, including the risk of total loss.

To the fullest extent permitted by law, Alpha Analytics, LLC, its affiliates, officers, employees, and contractors bear no liability for decisions made in reliance on the tools or their outputs. By using any resource on this page, you acknowledge that you have read, understood, and accept these terms.

For tool-specific disclosures, see the individual pages linked above.