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Top Rated Carta 409A Valuation Alternatives

Carta 409A Valuation Reviews & Provider Details

JS
CFO
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
Describe the project or task Carta 409A Valuation helped with:

Our company completed a 409a report with Preferred Return. Review collected by and hosted on G2.com.

What do you like best about Carta 409A Valuation?

The turnaround time was about one week Review collected by and hosted on G2.com.

What do you dislike about Carta 409A Valuation?

No issues Review collected by and hosted on G2.com.

Recommendations to others considering Carta 409A Valuation:

This is a great team. The price is right and the turnaround time is what it should be. The whole process was the best I've experienced when doing 409a valuations. Review collected by and hosted on G2.com.

What problems is Carta 409A Valuation solving and how is that benefiting you?

N/A Review collected by and hosted on G2.com.

Carta 409A Valuation Overview

What is Carta 409A Valuation?

Audit-ready valuations, fast Valuations from professionals who have delivered more 409As than anyone in the industry. Carta is the leading independent 409A provider for private stage companies of all sizes. With over 60,000 professional valuations, Carta holds the largest data set to accurately assess the fair market value of companies from pre-seed through late stage. The Carta valuation team is composed of subject and industry experts that can handle complex valuations with increased regulatory and compliance needs.

Carta 409A Valuation Details
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Provider Description

Audit-ready valuations, fast Valuations from professionals who have delivered more 409As than anyone in the industry. Carta is the leading independent 409A provider for private stage companies of all sizes. With over 60,000 professional valuations, Carta holds the largest data set to accurately assess the fair market value of companies from pre-seed through late stage. The Carta valuation team is composed of subject and industry experts that can handle complex valuations with increased regulatory and compliance needs.


Seller Details
Seller
Carta
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@cartainc
28,086 Twitter followers
LinkedIn® Page
www.linkedin.com
1,983 employees on LinkedIn®
Description

Carta is the leading, all-in-one equity management platform that drives the venture ecosystem forward. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue securities electronically.


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Overview Provided by:

Recent Carta 409A Valuation Reviews

KW
Katy W.Small-Business (50 or fewer emp.)
5.0 out of 5
"Easy "
Our company offers employee stock options to all employees. As our team continues to grow and change, it's important to maintain an up-to-date 409a...
JS
John S.Mid-Market (51-1000 emp.)
5.0 out of 5
"Efficient and Fairly-priced 409a"
Our company completed a 409a report with Preferred Return.
Verified User
G
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Fast service and great support"
My company was granting stock options to employees for the first time, so we needed a 409a valuation report.

Carta 409A Valuation Media

Carta 409A Valuation Demo - 409A Valuation Dashboard
Easy access to your current and previous Fair Market Value
Answer a few questions to help the Carta 409A Valuation community
Have you used Carta 409A Valuation before?
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3 out of 4 Total Reviews for Carta 409A Valuation

4.9 out of 5
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G2 reviews are authentic and verified.
KW
HR Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
Describe the project or task Carta 409A Valuation helped with:

Our company offers employee stock options to all employees. As our team continues to grow and change, it's important to maintain an up-to-date 409a valuation to determine the strike price as new stock is issued. Review collected by and hosted on G2.com.

What do you like best about Carta 409A Valuation?

PreferredReturn makes the process easy. The user interface is intuitive and easy to follow, guiding you through which documents you need to provide in order to submit your valuation request. Good communication throughout the process and quick turnaround time. Review collected by and hosted on G2.com.

What do you dislike about Carta 409A Valuation?

Nothing in particular; I've worked with this company twice now and both processes went smoothly. Review collected by and hosted on G2.com.

What problems is Carta 409A Valuation solving and how is that benefiting you?

Managing stocks and cap tables can be complicated, but PreferredReturns made the valuation process easy. Working with the same rep for both valuations ensured accurate results. Review collected by and hosted on G2.com.

Rafael R.
RR
Corporate Advisor
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
Describe the project or task Carta 409A Valuation helped with:

We are a recent startup and needed the 409As for our options. Review collected by and hosted on G2.com.

What do you like best about Carta 409A Valuation?

Speed + quality + good price = love

It is that simple. I loved working with them, everything was a breeze. Review collected by and hosted on G2.com.

What do you dislike about Carta 409A Valuation?

Nothing much, there is a bit of paperwork and data to send, but that is unavoidable. Review collected by and hosted on G2.com.

Recommendations to others considering Carta 409A Valuation:

I was blown away by the speed, quality, and price of the service. Review collected by and hosted on G2.com.

What problems is Carta 409A Valuation solving and how is that benefiting you?

409As simplify tax reporting obligations of the optionee and allow a bit of tax saving too. Review collected by and hosted on G2.com.

Verified User in Legal Services
GL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
Describe the project or task Carta 409A Valuation helped with:

My company was granting stock options to employees for the first time, so we needed a 409a valuation report. Review collected by and hosted on G2.com.

What do you like best about Carta 409A Valuation?

The process took less than a week. PreferredReturn's team was really helpful and answered all uor questions along the way. Review collected by and hosted on G2.com.

What do you dislike about Carta 409A Valuation?

I guess the need to have them done once every year and to pay a large amount for the report. Review collected by and hosted on G2.com.

What problems is Carta 409A Valuation solving and how is that benefiting you?

I don't think they have impacted my business so far. Review collected by and hosted on G2.com.

There are not enough reviews of Carta 409A Valuation for G2 to provide buying insight. Below are some alternatives with more reviews:

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