Equity Management
409A valuations
409A valuations, part of equity management in Carta's ERP for private capital, shows current fair market value and pricing history, and prepopulates new 409A requests from your cap table.
Key takeaways
- See current FMV, FMV over time, and full pricing history on one page.
- Request a new 409A in-page and it pre-populates with your Carta data.
- Follow a guided checklist, from cap table to financials to fundraising.
Transcript
This is four zero nine a valuations, part of equity management in Carta's ERP for private capital. A four zero nine a is required after material events and at least every twelve months. Finance teams have traditionally pulled data from separate systems to request one. The Valuations page shows current fair market value, a chart of FMV over time, the full pricing history, and the current valuation report.
When you're ready for a new four zero nine a, request it directly from here, and Carta walks you through the process step by step. Because your cap table already lives in Carta, the request form is prepopulated directly from your account. A detailed checklist shows exactly what you'll need: cap table, financials, company overview, and fundraising details. Only Carta connects your four zero nine a to the same cap table that powers your option grants, so the FMV your team relies on is always current.
Your entire fund, connected
