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.
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.
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.
EMI and CSOP valuations are HMRC-approved and valid for 90 days, while 409A valuations remain valid for 12 months. In all cases you will need a new valuation after a material event.
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.
Fast, accurate valuations on demand
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