Carta Collective

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 409a for preferred shares

Karen Li's profile image
Karen Li posted 07-27-2023 11:12

Hi,  wondering if Carta provides any valuation services for when common stock is exchanged for preferred stock. Does Carta do valuations for unpriced preferred stock issued via SAFE notes? 

Caitlin O'Connor's profile image
. Caitlin O'Connor

While we don't provide this service directly, we are happy to refer you to an external partner. Please email  and we'll connect you to a provider we trust.