Valuations: EMI - CSOP - 409A | Carta Europe
Valuations
Fast, accurate valuations on demand
Get robust, reliable EMI, CSOP and 409A valuations from the industry’s leading provider.
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.
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