How to view your 409A valuation status
Navigate to Compliance & Tax > 409A Valuations to access your Valuations Dashboard.
From the dashboard, you will be able to track the status of your current 409A request.
Below are different statuses that can display and a description of each:
Request in review | Carta's Valuations team has received the submission and is reviewing the information for accuracy. The review process can take up to two business days from the date the 409A request was submitted. |
Valuation on hold | The point of contact given in the 409A request form will receive an email from the Carta Valuations team with questions or clarifications needed to proceed with the valuation. Respond in a timely manner to ensure the valuation stays on track. |
Report in progress | A dedicated analyst is working on the valuation. The delivery timeline can vary depending on the size and complexity of the company. |
Ready for review and approval | A draft report has been delivered. The point of contact should receive an email when the draft is available. To see the report, click Review 409A report. |
Revision in progress | A dedicated analyst is working on revising the valuation with necessary updates. |