Preferred Return (Acquired by Carta) Email Format
Financial ServicesNew York, United States11-50 Employees
Preferred Return, now acquired by Carta, operates in the financial services sector as a technology-enabled valuation services provider. It emphasizes fast, audit-ready valuations that are intended to be cost-efficient, delivering results in about four days instead of four weeks. The company develops its own technology to streamline processes and improve accuracy, aiming to free up its finance professionals to apply their expertise for clients. Based in New York City, it supports a range of clients through a small-to-mid-sized team of finance experts, product thinkers, and client service professionals. To date, the firm has completed more than 4,000 valuations for a diverse set of clients, spanning technology, consumer brands, and crypto-focused ventures. Notable client examples from the provided information include Cruise Automation, Casper, and Ripple Labs.