Carta 409A Valuations
Carta 409A Valuations: A focused 409A workflow for companies already managing equity in Carta. Ranked #2 of 35 in Business Valuation Software by our editors (7.9/10); pricing: Pricing on request; best for carta users needing a 409A valuation workflow.
At a glance
- Editor score7.9 / 10
- PricingPricing on request
- Best forCarta users needing a 409A valuation workflow
- Free planNo
- Facts checked14 Nov 2026
Where it wins
- Prefills requests with existing Carta cap-table data.
- Guided checklist covers financials, company details, and fundraising.
- Track status, review and approve reports, and download them in Carta.
Where it doesn't
- 409A valuations are included only with Grow and Scale.
- Pricing varies by stakeholder count and includes a minimum annual fee.
- Focused on 409A valuations rather than broad valuation methods and modeling.
Our verdict on Carta 409A Valuations
Carta 409A Valuations is a service within Carta’s equity management platform for private companies seeking a fair market value for common stock. It is suited to Carta customers arranging a first-time, annual, or material-event 409A valuation. The workflow starts with a request in Carta; its valuation team prepares the report, which customers can review, approve, and download through the web platform.
The main fit advantage is the connection to Carta’s cap-table data. Requests can be prefilled, while a guided checklist covers cap table, financials, company overview, and fundraising details. Customers can view current FMV and valuation history and track request status, which keeps the request and report-review steps together. Analyst support and valuation guidance are also part of the service. This is a focused process for companies that want a 409A valuation through their existing equity-management workflow, rather than a broad valuation toolkit with extensive methods and modeling.
According to Carta’s published plan details, Grow and Scale include 409A valuations and audit support; Launch is a free equity management plan, but valuations are not listed as included, and Build also does not list them. Carta says package pricing varies by stakeholder count and includes a minimum annual fee. Choose it if your company already uses Carta and wants a guided request, status tracking, and report approvals in that environment. Companies seeking broad valuation-method coverage or modeling evidence should consider a more expansive valuation product instead.
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Carta 409A Valuations pricing
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Carta 409A Valuations fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| DCF model | Not verified |
| Market-multiple method | Not verified |
| Asset-based method | Not verified |
| Scenario analysis | Not verified |
| Report export | Yes |
| Historical years | Not verified |
| Deployment | Web |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Live chat, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | Pricing on request (source) |
| Website | carta.com |
| Facts checked | 14 Nov 2026 |
Alternatives to Carta 409A Valuations
- ValuticoBroad valuation methods, forecasting, scenarios, and audit trails, with pricing handled through sales.8.9
- ValuSourceA standards-oriented valuation suite with DCF analysis, valuation data, and report writing.7.9
- MoneySoft Business Valuation SpecialistA desktop valuation toolkit for appraisers modeling long financial histories.7.9
See all Carta 409A Valuations alternatives →
Carta 409A Valuations vs the competition
- Carta 409A Valuations vs Valutico
- Carta 409A Valuations vs ValuSource
- Carta 409A Valuations vs MoneySoft Business Valuation Specialist
- Carta 409A Valuations vs Equitest
- Carta 409A Valuations vs ValuAdder
- Carta 409A Valuations vs ExitSight
Compare Carta 409A Valuations with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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