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Stay compliant with our team of valuation experts ​

Our self-service tool or full-service team of experts create audit-ready valuations you can be confident in. We’ve worked closely with auditors to develop trusted software.
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Manage your back office in one place

Experienced team

Our team of experts has delivered more than 20,000 valuations over the course of their careers.


Carta partners with auditors to ensure our valuations are audit-ready and our calculations are defensible.

Best-in-class technology

Increase efficiency and save time. Our software enables you to produce valuations quickly and accurately.


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Reliable team. Extensive experience.

We understand ASC 820

An experienced, dedicated analyst will help you understand the valuation process used to arrive at the fair value of your investment.

We’re here to support you

We’ll make sure that you’re confident in your valuations. Ask us any questions you may have about our approach, methodology, or report.
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Trusted by auditors

Dependable process

We’ve worked closely with the Big 4 and several large regional auditors to ensure our valuation software performs valuations inline with industry best practices.

Trustworthy team

Auditors trust Carta because of our robust software and superior service. We’ll partner with you to understand your needs.


Best-in-class technology

Consistent, accurate reporting

Our software offers comprehensive reporting that can be tailored to your fund’s requirements, so you can ensure consistency in valuations across your fund.

Intuitive platform

Carta’s intuitive platform allows you to produce audit-ready ASC 820 valuations on your own. Our self-service tool will guide you step-by-step through each valuation.

Learn more about why you need a ASC 820  >

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Meet the ASC 820 team

Our team of ASC 820 experts partners with you throughout your valuation process. Carta’s robust software helps automate time-consuming tasks so our team can focus on the strategic drivers of your valuations.
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Aaron Jacobs

Director, ASC 820 valuations
Since 2011, Aaron has completed over 2,500 valuations with a focus on tax compliance and financial reporting under ASC 820 and IRS section 409A. Aaron previously led and managed the valuation process and financial reporting team at Frazier Healthcare Partners.
Learn more →
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Chad Willbur

General Manager, Carta Valuations
Chad Willbur is the general manager of the Carta valuations team. Prior to joining Carta in 2017, he was a Director of Valuations at Andersen Tax and a Director at Quist financial, among other senior valuation leadership roles.

Learn more →
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Stephanie Wittrock

Manager, ASC 820 valuations
Stephanie has completed thousands of valuations focused on financial reporting and tax compliance under ASC 820 and IRS section 409A over the course of her career. Prior to joining Carta, she was a Senior Valuation Analyst at Andersen Tax, LLC.
Learn more →

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What is ASC 820?

Find out if you need an ASC 820, what guidances might change, and watch our webinar.

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