Valuations

Fast, accurate valuations on demand

Get robust, reliable EMI, CSOP, 409A and growth share valuations from the industry’s leading provider.

Get a trusted market value from an expert in-house team with decades of experience, plus long-term audit support for reliable results every time.
  • Stay compliant with up-to-date valuations
    Draft reports in 3-5 days, HMRC pre-clearance
  • Choose from a range of valuations
    EMI, CSOP, 409A, growth shares
  • Expert support from a dedicated analyst
    1:1 guidance, HMRC services, audit support
Valuations UI | Benefit | Product Page | "Reliable fast valuations" | UK
Centralise your valuations, share plans and cap tables directly from your equity dashboard with easy requests and approvals.
  • Integrate workflows for one source of truth
    Digitised cap table, audit trail, historical reports
  • Easily track valuations that are set to expire
    Smart reminders, in-app notifications
  • Control how valuations are shared
    Stakeholder visibility and access settings
Valuations UI | Benefit | Product Page | "Integrated System" | UK
Use equity to engage employees, secure tax advantages and showcase growth - keeping your plan moving forward for everyone’s benefit.
  • Build employee trust with regular valuations
    Unlimited valuations, transparent pricing
  • Help your team understand their equity
    Employee dashboard, estimated returns
  • Increase participation in employee share plans
    Top up grants, online exercises
Valuations UI | Benefit | Product Page | "Make equity work" | UK

Your valuation starts with your cap table – centralise your equity management.

Discover Cap Table

Get valuation reports without the headache

Leverage industry-leading tech, data and expert support for valuations that help you stay compliant.
409A Valuations
Enter audits with confidence with tailored, cost-effective valuations.
EMI Valuations
Get HMRC-approved valuations that correspond with the UK’s EMI scheme.
CSOP Valuations
Secure tax advantages for your business and employees with HMRC pre-clearance.
Growth Shares
Issue to employees, contractors or advisors with a growth share valuation.

Trusted with over 16,000 valuations per year

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In the past, I’ve found working with valuations analysts and accountants very time-consuming. With Carta, I simply checked our cap table data, answered some questions and then waited.
Dan Misra Jones
CFO, Longbottom & Co.
customer portrait
HMRC valuation reports from Carta are clear, concise and properly documented. The team is easy to engage with, which makes for a painless and straightforward valuation process.
Kanav Bhama
VP of Finance & Growth, OutThink
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Working with Carta was so quick and reasonable. After we requested a 409A valuation, we were given an estimated delivery of 7 days for the first draft. Such a quick turnaround is almost unheard of.
Rebecca McKenzie
Head of Legal, Codat


FAQs

You have questions, we have resources and answers.
How long does my valuation last?

EMI and CSOP valuations are HMRC-approved, with a validity of 90 days. 409A valuations are valid for 12 months, and growth share valuations don’t have a fixed expiry date. However, in all cases you will need a new valuation after a material event occurs. 

What other services does Carta offer to help manage equity?

You can use Carta to set up an EMI share plan, issue equity to employees and prepare share-based payment reports.

Sign up for a demo here to learn more about how the equity management software works.

Does Carta offer business valuations?

Carta offers company valuations for the purpose for share plans only. These valuations are not suitable for other purposes such as fundraising.

Do I need to be a Carta customer to get valuations?

Yes, you need to be onboarded onto Carta to request valuations. Learn more about pricing and plans here .

What methodologies will be used?

Carta typically combines multiple valuation methodologies by relying on funding history, financial performance and time to an expected exit to arrive at a fair value for the company's equity. The methodologies include the company transaction method, public comparable method and applying a discounted cash flow model when applicable.