Support for global valuation types in the Cap Table Plugin

Support for global valuation types in the Cap Table Plugin

Author

Webb Allen

|

Read time: 

1 minute

Published date: 

31 August 2026

Carta's Cap Table Plugin now reads UK valuation types as well as 409A valuations, including EMI, CSOP, and share price. Company admins outside the U.S. can now ask Claude about their valuation status and get an answer in the valuation's original currency.

What it is

Carta’s Cap Table Plugin now reads whichever valuation type your company actually uses, including 409A, EMI, CSOP, and share price, and returns it in its own currency.

Why it matters

Company admins outside the US granting equity using the UK’s EMI or CSOP schemes can ask Claude, “Is our EMI/CSOP valuation still valid?”, “What’s the current FMV for new option grants?”, or “When does our valuation expire?” and get an answer scoped to the valuation type they actually hold, instead of seeing no results because they don’t hold a 409A. Company admins get this without opening a separate valuations report or contacting their Carta team to confirm expiration dates.

How it works

The Cap Table Plugin previously read 409A valuations only, so non-US companies on EMI or CSOP appeared to have no valuation. It now reads whichever valuation type a company actually uses and returns results in the valuation’s original currency.

Webb Allen
Author: Webb Allen
Webb Allen leads the cap table product teams at Carta. He works across design, data systems, and platform APIs to deliver impactful user experiences for managing equity at scale. Prior to Carta, Webb managed the machine learning and optimization platforms at Marketing Evolution, and led investment research for the venture funds at Tremendous View and Landscape Capital Management.