Valuations

Fast, accurate valuations on demand

Get robust, reliable EMI, CSOP and 409A valuations from the industry’s leading provider.

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Key benefits

01

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

02

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

03

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.

Discover Cap Table

Get valuation reports without the headache

Leverage industry-leading tech, data and expert support for valuations that help you stay compliant.

One integrated system
409A Valuations
EMI Valuations
CSOP Valuations

One integrated system

Easily request, manage and approve valuations from one dashboard.

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

FAQs

You have questions, we have resources and answers.

How long does my valuation last?

What other services does Carta offer to help manage equity?

Does Carta offer business valuations?

Do I need to be a Carta customer to get valuations?

What methodologies will be used?

Fast, accurate valuations on demand

Get robust, reliable EMI, CSOP and 409A valuations from the industry’s leading provider.

Get started View pricing & plans