# 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.

## 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.

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## 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

### 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?