Do I need to be on Carta to get a 409A valuation?

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

What do you offer early-stage companies?

Our Flash 409A valuation is designed specially for early-stage companies, you can learn more about here. For eligible companies, Carta now automatically delivers a new draft 409A report the day your previous FMV expires. You will receive an email notification and you can accept your new FMV directly from your account.

I don’t have a financial background. Why are 409As important?

Before you issue stocks or experience a material event, you will need to request a 409A to establish the fair market value (or FMV) of your company. Learn more here.

How long is my 409A valid?

Valuations are only valid up to 12 months, so if no material events occur within one year of the prior valuation, you should request a new 409A each year. With the Grow and Scale pricing plan, you can receive the valuations you need at no additional cost to help keep your company compliant. Learn more here.

How does Carta handle cap table data?

Carta has a robust defense-in-depth strategy to safeguard customers’ data. Learn more here.

VALUATIONS

Fast, accurate valuations

Get EMI, CSOP, 409A and growth share valuations from Carta, whenever you need them.

Request a demo

In-house expertise

Your valuations are performed by our own experts, never outsourced to a partner or third party.

HMRC and IRS support

Let us do the boring stuff for you. We’ll even liaise with UK or US tax authorities on your behalf.

The leading provider

You’re in good hands. Carta is the world’s leading provider of 409A valuations, creating thousands each month.

Solutions for the UK and the US

EMI and CSOP Valuations

Setting up an EMI or CSOP scheme? Our expert analysts work with your data to deliver valuations quickly and accurately. We’ll even secure pre-clearance with HMRC for you.

409A Valuations

Issuing options to US employees? Carta’s experts ensure the nuances of your business are accounted for and leverage Carta’s proprietary software to deliver fast, accurate 409A valuations.

Why Carta?

Valuations can add up. Our subscription model covers multiple valuations per year for a fixed fee.

If you’re working against the clock, waiting weeks for a valuation report won’t do. Our in-house team can perform a valuation and deliver your initial report in 3-5 days.

Valuations expire periodically, preventing you from issuing options to your employees. Update your company valuation regularly and keep your equity plan moving.