Get robust, reliable EMI, CSOP, 409A and growth share valuations from the industry’s leading provider.
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.
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.
Carta offers company valuations for the purpose for share plans only. These valuations are not suitable for other purposes such as fundraising.
Yes, you need to be onboarded onto Carta to request valuations. Learn more about pricing and plans here .
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.