Valuations
Fast, accurate valuations on demand
Reliable valuations, fast
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 or 409A
- Expert support from a dedicated analyst
1:1 guidance, HMRC services, audit support
One integrated system
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
Make equity work for you
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
Your valuation starts with your cap table – centralise your equity management.
Get valuation reports without the headache
Leverage industry-leading tech, data and expert support for valuations that help you stay compliant.
One integrated system
Easily request, manage and approve valuations from one dashboard.
Trusted with over 120k valuations
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.
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
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
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Related resources
- Article
Valuation basics
Understand the importance of valuations and why you need one to grant employee equity.
- Article
Comparing valuations
Find out what sets a 409A valuation apart from a company valuation for EMI or CSOP.
- Article
HMRC valuations
Learn the ins and outs of HMRC valuations including pre-clearance and timeframes.
- Article
Carta Classroom
Discover curated educational resources to help prepare you for the next stage of your company.
FAQs
You have questions, we have resources and answers.
Fast, accurate valuations on demand
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