Insights

Fast & Accurate Valuations Preferred Return specializes in providing rapid, audit-proof valuation services within four days, which appeals to clients needing quick turnaround times without sacrificing accuracy—ideal for businesses requiring timely financial reporting or potential transaction evaluations.

Diverse Client Base The company has served a wide range of clients including tech startups, crypto firms, and consumer brands, indicating a strong market presence across multiple industries that can be targeted for value-added valuation solutions.

Tech-Enabled Efficiency Utilizing modern technology and specialized software stacks, Preferred Return offers streamlined valuation processes, presenting upsell opportunities to clients looking to further enhance their financial operations with innovative tech solutions.

Growing Market Potential With competitors ranging from small firms to large platforms with significant revenues, there is clear market demand for efficient valuation services, presenting sales prospects for expanding to more enterprise clients or complementary financial services.

Acquisition Advantage Having been acquired by Carta, a major player in equity management, Preferred Return can leverage strategic collaborations and cross-sell opportunities within Carta’s extensive network to accelerate client acquisition and product adoption.

Similar companies to Preferred Return (Acquired by Carta)

Preferred Return (Acquired by Carta) Tech Stack

Preferred Return (Acquired by Carta) uses 8 technology products and services including Ghost, Google Fonts API, RequireJS, and more. Explore Preferred Return (Acquired by Carta)'s tech stack below.

Ghost
Content Management System
Google Fonts API
Font Scripts
RequireJS
Javascript Frameworks
Intercom
Live Chat
HubSpot
Marketing Automation
Stripe
Payment Processing
Lua
Programming Languages
Node.js
Programming Languages

Media & News

Preferred Return (Acquired by Carta)'s Email Address Formats

Preferred Return (Acquired by Carta) uses at least 1 format(s):

Preferred Return (Acquired by Carta) Email Formats	Example	Percentage
Last@preferredreturn.com	Doe@preferredreturn.com	33%
First@preferredreturn.com	John@preferredreturn.com	17%
Last@preferredreturn.com	Doe@preferredreturn.com	33%
First@preferredreturn.com	John@preferredreturn.com	17%

Frequently Asked Questions

Where is Preferred Return (Acquired by Carta)'s headquarters located?

Preferred Return (Acquired by Carta)'s main headquarters is located at 44 West 28th Street, 7th Floor. The company has employees across 2 continents, including North AmericaAsia.

What is Preferred Return (Acquired by Carta)'s phone number?

You can contact Preferred Return (Acquired by Carta)'s main corporate office by phone at

+1-617-538-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Preferred Return (Acquired by Carta)'s official website and social media links?

Preferred Return (Acquired by Carta)'s official website is preferredreturn.com and has social profiles on LinkedIn.

What is Preferred Return (Acquired by Carta)'s NAICS code?

Preferred Return (Acquired by Carta)'s NAICS code is 52 - Finance and Insurance.

How many employees does Preferred Return (Acquired by Carta) have currently?

As of December 2025, Preferred Return (Acquired by Carta) has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Founder: D. L.Hospital Chief Financial Officer: J. T.Dr: F. A.. Explore Preferred Return (Acquired by Carta)'s employee directory with LeadIQ.

What industry does Preferred Return (Acquired by Carta) belong to?

Preferred Return (Acquired by Carta) operates in the Financial Services industry.

What technology does Preferred Return (Acquired by Carta) use?

Preferred Return (Acquired by Carta)'s tech stack includes GhostGoogle Fonts APIRequireJSIntercomHubSpotStripeLuaNode.js.

What is Preferred Return (Acquired by Carta)'s email format?

Preferred Return (Acquired by Carta)'s email format typically follows the pattern of Last@preferredreturn.com. Find more Preferred Return (Acquired by Carta) email formats with LeadIQ.

When was Preferred Return (Acquired by Carta) founded?

Preferred Return (Acquired by Carta) was founded in 2011.

Preferred Return (Acquired by Carta)

Financial ServicesNew York, United States11-50 Employees

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.