How to request a 409A valuation | support.carta.com

How to request a 409A valuation

The 409A request form will outline all necessary items, but generally includes historical financials, forecasted financials, qualitative aspects of the business, and verification that the company’s cap table is up to date on Carta. Click here to download a detailed preparation checklist.

Getting started

Providing essential information

Completing the 409A request form

Requesting a 409A: FAQs

What should I expect after I submit my 409A request?

Do I need to get board consent to complete my 409A valuation?

🔍 Requesting a 409A in Carta LLC