Carta 409A Valuations review
A focused 409A workflow for companies already managing equity in Carta.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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.
Carta 409A Valuations pros and cons
- 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.
Carta 409A Valuations fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update