Save money and stay compliant

Get accurate valuations whenever you need them, built right into the cost of your plan. Every valuation produced is under IRS safe harbor, so you’re covered when it comes to compliance.

Carta's expert team will leverage your cap table information to ensure the nuances of your business are accounted for and quickly deliver precise, audit-ready 409As.

• Create and submit a 409A valuation request in just minutes

• Track the status of your valuation in-app

• Review, get board approvals, and accept your report through a simple workflow