409A VALUATION SERVICES
Get trusted, accurate 409A valuations—fast
Compliance at every milestone
Access tailored results
Receive accurate 409As customized to your stage, size, and industry.
Streamline your 409A
Unlock faster valuations with your cap table integrated into one system.
Stay audit-ready
Meet IRS and SEC standards with expert support and robust software.
Audit-ready FMVs without the headache
Leverage industry-leading tech, data, and expert support for valuations that help you stay compliant.
Valuations ready when you are
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Trusted with over 120k valuations
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Related resources
- Article
What is a 409A Valuation?
Get a full breakdown of all things 409A valuations, including when you need one and how they’re created.
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Finding a 409A provider
Discover the difference between 409A providers to determine the right one for your business.
- Product Updates
409As for founders
If you want to issue equity, you’ll need a 409A. Learn the importance of valuations to founders.
- Collections
Carta Classroom
Discover educational resources on valuations to prepare you for the next stage of your company.
FAQs
You have questions, we have resources and answers.
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.
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