How do I add historical valuations in Carta LLC?
Navigate to Valuation > Valuations & 409A.
Click Record a Valuation.
Determine if the new valuation will be used to calculate estimated values for interests.
If you selected 'yes', you will have the option to determine to use the Waterfall Model to calculate estimated values for interests. In case you decide to use the Waterfall, you will be required to add a Overall company value and any debt (if applicable).
Select the Valuation Source and Valuation Type. Enter the corresponding value(s) and FMV Date Range. Upload Supporting Documentation. When finished, click Save.
View all historical valuations by returning to the Valuation > Valuations & 409A page.