ESOP Valuations

The leader in audit-ready valuations

Our team has valued hundreds of billions of dollars in assets. Our analysts leverage proprietary software to deliver fast, cost-effective, accurate ESOP valuations.

Why Carta?

Carta delivers over 10,000 valuations per year

Work with experts

Our enterprise valuation team has led tens of thousands of valuations at PWC, Andersen Tax, EY, Silicon Valley Bank Analytics, and more.

Save time and money

Our software and comprehensive industry data help us deliver accurate ESOP valuations quickly and at a lower cost.

Trusted by over 18,000 Companies

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Investor preferred valuations

Stay audit-ready all year round

Stay compliant

If your company grants, or plans to grant, equity to U.S. employees, you will need an ESOP valuation. Carta delivers thousands of ESOP valuations and every year and will update your report annually or every time you fundraise to ensure you stay compliant.


With a Carta ESOP valuation, you can take advantage of safe harbor when you issue options to employees and advisors. We stand by our valuations and will support you through audit.


Experts backed by technology

Proprietary technology and insights

Carta software leverages your cap table data and financial data imported from QuickBooks or Xero to improve the efficiency of our ESOP valuation analysts. As the leader in valuations, we have more market insight than any other valuation provider, especially for industries including biotech, crypto, fintech and AI.

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 ESOP valuation report. Our analysts are able to focus on making qualitative choices and serving you throughout the process.

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A transparent and efficient process

Understand our process

Transparency makes auditor conversations easier, turnaround times clear, and gives you a deeper understanding of why your business is valued the way it is. We break down our entire process from start to finish for every valuation.

Managed through the Carta platform

Every  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.

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Start your ESOP valuation today

Standard and non-standard are available to all Carta customers.