Receive an audit-ready fair market value (FMV) from the industry’s leading provider.
Leverage industry-leading tech, data, and expert support for valuations that help you stay compliant.
Whether it’s your first 409A, an annual update, or a material event, easily request, manage, and approve valuations—all included with your Carta plan.
Backed by decades of experience from top finance and accounting firms, your dedicated 409A team will leverage proprietary software to deliver an FMV that's accurate and audit-ready.
After your valuation is delivered, expert analysts will work with you to answer any questions about your FMV and provide detailed guidance to help mitigate audit risk.
Yes, you need to be onboarded onto Carta to request valuations. Learn more about pricing and plans here .
Choosing the right methodologies for a 409A valuation is dependent on the specifics of each company and project. Factors that can influence methodology selection include a company's funding history or historical and projected financials timing to a liquidity event.Learn more about what methodologies are used here .
Before you issue stocks or experience a material event, you will need to request a 409A to establish the fair market value (or FMV) of your company. Learn more here .
Valuations are only valid up to 12 months, so if no material events occur within one year of the prior valuation, you should request a new 409A each year. With the Grow and Scale pricing plan, you can receive the valuations you need at no additional cost to help keep your company compliant. Learn more here .
Carta has a robust defense-in-depth strategy to safeguard customers’ data. Learn more here .