The leader in audit-ready 409As
Carta delivers over 6,500 409A valuations per year
Trusted by over 14,000 Companies
SECTION 409A COMPLIANCE
Stay under safe harbor year round
Required by IRS Section 409A
With a Carta 409A valuation, you can take advantage of IRS safe harbor when you issue options to employees and advisors. We stand by our valuations and will support you in audits.
CARTA’S 409A SERVICES
Experts backed by technology
Proprietary technology and insights
Team of experts
Our team of over 50 analysts have years of experience in valuations. For every valuation, there is a dedicated analyst and review committee working on your 409A valuation report. Our analysts are able to focus on making qualitative choices and serving you throughout the process.
Transparent, efficient process
Understand our process
Managed through the Carta platform
Every 409A valuation starts with a kickoff call. When the report is finished, you can review and approve it in the Carta platform. You can then download the report anytime from Carta.