409A Valuations
The leader in audit-ready 409As
Our team has valued hundreds of billions of dollars in assets. Our analysts leverage proprietary software to deliver fast, cost-effective, accurate 409As.
Why Carta?
Carta delivers over 15,000 409A valuations per year
409A + cap table management
With your cap table on Carta, we can quickly deliver 409A valuations. Get both for one low price, and access your equity data any time.
Work with experts
Our enterprise valuation team has led tens of thousands of valuations at KPMG, EY, Andersen Tax, Grant Thornton, Moss Adams, and more.
Save time and money
Our software and comprehensive industry data help us deliver accurate 409A valuations quickly and at a lower cost.
Trusted by over 28,000 Companies
SECTION 409A COMPLIANCE
Stay under safe harbor year round
Required by IRS Section 409A
Audit-ready
With a Carta 409A valuation, you can take advantage of IRS safe harbor when you issue options to employees and advisors. We stand by our valuations and will support you in audits.
CARTA’S 409A SERVICES
Experts backed by technology
Proprietary technology and insights
Team of experts
Our team of over 50 analysts have years of experience in valuations. For every valuation, there is a dedicated analyst working on your 409A valuation report. Our analysts are able to focus on making qualitative choices and serving you throughout the process.
409A VALUATIONS
Transparent, efficient process
Understand our process
Managed through the Carta platform
Every 409A valuation starts when you submit a request through the Carta platform. When the report is finished, you can review and approve it in the Carta platform. You can then download the report anytime from Carta.
from the blog
What to look for in a 409A report
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