Get trusted, accurate 409A valuations—fast

Compliance at every milestone

• Access tailored results: Receive accurate 409As customized to your stage, size, and industry.
• **Streamline your 409A: **Unlock faster valuations with your cap table integrated into one system.
• Stay audit-ready: Meet IRS and SEC standards with expert support and robust software.

Audit-ready FMVs without the headache Leverage industry-leading tech, data, and expert support for valuations that help you stay compliant.

• **Valuations ready when you are: **Whether it’s your first 409A, an annual update, or a material event, easily request, manage, and approve valuations—all included with your Carta plan.
• **Get accurate results: **Backed by decades of experience from top finance and accounting firms, your dedicated 409A team will leverage proprietary software to deliver an FMV that's accurate and audit-ready.
• **Experience end-to-end support: **After your valuation is delivered, expert analysts will work with you to answer any questions about your FMV and provide detailed guidance to help mitigate audit risk.

Features

• Automated Valuation Reports: Generate detailed 409A valuation reports automatically, ensuring compliance with IRS regulations and providing transparency for stakeholders.
• Real-Time Market Data Integration: Incorporate real-time market data to ensure that valuations reflect the most current financial conditions and trends.
• Scenario Analysis Tools: Allow users to run various scenarios to see how different factors, such as market changes or funding rounds, could impact the company’s valuation.
• Audit-Ready Documentation: Provide comprehensive documentation that is ready for audit, including all necessary supporting data and methodologies used in the valuation process.
• User-Friendly Dashboard: Create an intuitive dashboard where users can easily access valuation reports, track changes over time, and manage all related documents in one place.