409A VALUATIONS

The leader in audit-ready 409As

Our team has valued hundreds of billions of dollars in assets. Our analysts leverage proprietary software to deliver fast, cost-effective, accurate 409As.

WHY CARTA?

Carta delivers over 5,000 409A valuations per year


409A + cap table management

With your cap table on Carta, we can quickly deliver 409A valuations. Get both for one low price, and access your equity data any time.

Work with experts

Our enterprise valuation team has led tens of thousands of valuations at PWC, Andersen Tax, EY, Silicon Valley Bank Analytics, and more.

Save time and money

Our software and comprehensive industry data help us deliver accurate 409A valuations quickly and at a lower cost.

SECTION 409A COMPLIANCE

Stay under safe harbor year round

Required by IRS Section 409A

If your company offers options, you need a 409A valuation by an independent provider, like Carta. After your first 409A, we’ll deliver an updated report every year or every time you fundraise to keep you compliant.

Audit-ready

With a Carta 409A valuation, you can take advantage of IRS safe harbor when you issue options to employees and advisors. We stand by our valuations and will support you in audits.

CARTA’S 409A SERVICES

Experts backed by technology

Proprietary technology and insights

Carta software leverages your cap table data and financial data imported from QuickBooks or Xero to improve the efficiency of our 409A analysts. As the leader in 409A valuations, we have more market insight than any other 409A provider, especially for niche industries, including biotech and crypto.

Team of experts

Our team of over 50 analysts have years of experience in valuations. For every valuation, there is a dedicated analyst and review committee working on your 409A valuation report. Our analysts are able to focus on making qualitative choices and serving you throughout the process.

409A VALUATIONS

Transparent, efficient process

Understand our process

Transparency makes auditor conversations easier, turnaround times clear, and gives you a deeper understanding of why your business is valued the way it is. We break down our entire process from start to finish for every valuation.

Managed through the Carta platform

Every 409A valuation starts with a kickoff call. When the report is finished, you can review and approve it in the Carta platform. You can then download the report anytime from Carta.

FROM THE BLOG

What is a 409A valuation and why do I need one?

Learn the details of the 409A process, from why it exists to what you need to do to prepare.

JOIN CARTA

Kick off the 409A valuation process today


eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.

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