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David Lipa
Managing Partner And Founder at Preferred Return (Acquired By Carta)
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Work Experience
Managing Partner And Founder
Present
Company Details
Preferred Return is a tech-enabled valuation services company focused on providing cost-efficient, audit-proof valuations in 4 days - not 4 weeks. We build technology that eliminates inefficiencies and ensures accuracy, enabling our team to put their expertise to better use for our clients. With over 4,000 valuations delivered and counting, we’re building an all-star team of seasoned finance experts, innovative product thinkers, and dedicated client service professionals. Previous (acquired) clients include Cruise Automation, Core OS, Delighted, Livestream, SteelBrick, and SiftSecurity. Previous clients include Refinery 29, Casper, Realm, Handy, Blue Bottle Coffee, Soylent, Calm, and Hired. Previous Crypto-based clients include Chia Network, Promethean Labs, DarcMatter, AI Coin, Kadena, and Ripple Labs.
Year Founded
2011
Social Media
Linkedin
Industry
Financial Services
HQ Location
44 W. 28th St, 7th Floor, New York, NY 10001, US
Keywords
409 Valuation ReportFair Market Valuation OpinioEmployee Stock Options ValuatioASC 718Purchase Price AllocatioDerivative ValuatioCryptocurrency Valuatio
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