Carta 409A Valuation Services
Streamlined 409A valuations for compliant equity management.
Executive Summary
Carta 409A Valuation Services offers a streamlined solution for private companies to obtain compliant 409A valuation reports. This service simplifies the complex process of valuing common stock by facilitating efficient data collection and leveraging expert valuation teams. It ensures adherence to IRS regulations, helping companies avoid penalties and maintain investor confidence. Essential for startups and private companies, Carta's 409A valuations support critical events such as fundraising rounds, IPO preparations, and the management of employee equity compensation plans.
Use Cases
- Obtaining a fair market value for common stock before issuing equity grants.
- Preparing for fundraising rounds (seed, Series A, B, etc.) to establish a defensible valuation.
- Ensuring compliance with IRS regulations for equity compensation.
- Preparing for an initial public offering (IPO) or other liquidity events.
- Managing employee stock option plans and other equity awards.
Features
Visibility
- Valuation Progress Tracking: Monitor the status of your 409A valuation report in real-time.
- Document Management: Securely upload and manage all necessary financial and legal documents for valuation.
- Cap Table Integration: View and verify cap table data used in the valuation directly within the platform.
Technical Specifications
- Deployment
- SaaS
- Authentication
- SSO/SAML
- API Available
- Yes
Infrastructure
- AWS
Integrations
- BambooHR
- Gusto
- Workday
- Namely
- Rippling
- Sequoia
- TriNet
- Zapier
Security & Compliance
Certifications: SOC 1, SOC 2, ISO 27001
Encryption: Data encrypted in transit and at rest within secure data centers.
Pricing
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market,Enterprise
About Carta
Carta is a B2B software company that provides an ERP for private capital, specializing in capitalization table management, valuation software, and fund administration. They digitize equity and track company ownership for startups, private equity firms, venture capital funds, and their investors and employees. Their platform aims to bring the speed and predictability of public markets to private capital.