409A.io

409A.io

Meld Valuation LLC
409A.io Carta

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409A.io:

About

409A.io is a cloud-based 409A valuation service for pre-seed through Series A startups. Companies submit a cap table and supporting documents through a self-service workflow; the service produces a report estimating the fair market value of common stock for equity compensation. It uses AI-assisted analysis, with each report reviewed by a valuation professional before delivery. The initial report is delivered within 48 hours after complete documents are received. The subscription includes an initial report, updates upon request during the term, auditor support, and audit-ready deliverables. Cap tables can be uploaded as CSV exports or entered manually. The service is designed for early-stage companies with standard capitalization structures; more complex valuation needs can be handled through MELD Valuation's separate services. Pricing is $99 per month with a 12-month minimum term.
Carta:

About

Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.
409A.io:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Carta:

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
409A.io:

Audience

Pre-seed through Series A companies.
Carta:

Audience

Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments
409A.io:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Carta:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
409A.io:

API

Offers API Not Supported
Carta:

API

Offers API Not Supported
409A.io:

Screenshots and Videos

No images available
Carta:

Screenshots and Videos

409A.io:

Pricing

$99/month
$99 per month, billed monthly, with a 12-month minimum term. Includes the initial valuation report and updates upon request during the term.
Free Version Not Supported
Free Trial Not Supported
Carta:

Pricing

$2,800 per year
Cost based on stakeholder count, complexity, and plan
Free Version Not Supported
Free Trial Not Supported
409A.io:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Carta:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
409A.io:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Carta:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
409A.io:

Company Information

Meld Valuation LLC
United States
www.409a.io
Carta:

Company Information

Carta
Founded: 2012
United States
carta.com
409A.io:

Alternatives

Carta:

Alternatives

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409A.io:
Carta:
409A.io:
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Carta:
409A.io:
BizEquity

BizEquity

3.0 out of 5 stars
Carta:
VESTBERRY

VESTBERRY

Vestberry
409A.io:

Categories

Business Valuation Supported
Carta:

Categories

Carta:

Board Management Features

Agenda Time Management Not Supported
Approval Process Management Supported
Board Assessment Not Supported
Calendar Management Not Supported
Collaboration Supported
D&O Questionnaires Not Supported
Document Management Supported
Electronic Signature Supported
For Nonprofits Not Supported
Member Directory Supported
Minutes Management Supported
Polls / Voting Not Supported
Role-Based Permissions Supported
Roles and Terms Not Supported
Single Sign On Not Supported
Skills Tracking Not Supported

Compensation Management Features

Bonus Management Not Supported
Compensation Assessment Not Supported
Compensation Calculation Not Supported
Compensation Plan Modeling Not Supported
Compensation Statements Not Supported
Employee Reward Programs Supported
Incentive Programs Supported
Organizational Charting Not Supported
Salary Planning Not Supported

Equity Management Features

Cap Table Management Supported
Deal Management Supported
Document Storage Supported
ESOP Management Not Supported
Financial Modeling Supported
Options Management Supported
Participant Portal Supported
Portfolio Management Supported
Private Equity Not Supported
Public Equity Not Supported
Valuation Management Supported
Vesting Management Supported
VSOP Management Not Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported

Financial Risk Management Features

Compliance Management Supported
Credit Risk Management Not Supported
For Hedge Funds Not Supported
Liquidity Analysis Supported
Loan Portfolio Management Not Supported
Market Risk Management Not Supported
Operational Risk Management Supported
Portfolio Management Supported
Portfolio Modeling Supported
Risk Analytics Benchmarks Not Supported
Stress Tests Not Supported
Value At Risk Calculation Not Supported
409A.io:

Integrations

AccessOwl Not Supported
Aside Not Supported
BambooHR Not Supported
CandorIQ Not Supported
Complete Not Supported
Easop Not Supported
Equidam Not Supported
Firstbase Not Supported
FlowFi Not Supported
HiBob Not Supported
Pave Not Supported
Quanta Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Shapes Not Supported
Slice Not Supported
Tactyc by Carta Not Supported
TriNet Not Supported
Xero Not Supported
Carta:

Integrations

AccessOwl Supported
Aside Supported
BambooHR Supported
CandorIQ Supported
Complete Supported
Easop Supported
Equidam Supported
Firstbase Supported
FlowFi Supported
HiBob Supported
Pave Supported
Quanta Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Shapes Supported
Slice Supported
Tactyc by Carta Supported
TriNet Supported
Xero Supported
409A.io:
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Carta:
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