Getting and renewing a 409A valuation

Get a 409A valuation with LTSE Equity takes just a few simple clicks and filling out a questionnaire. To start, click the 409A button in the top right corner in LTSE Equity, or head to and sign in.

Complete cap table

Your valuation analyst needs your equity data to perform your valuation. Confirm that your data is complete and up to date in LTSE Equity by checking off Step 1.

Complete questionnaire

Help your valuation analyst form a high level understanding of your business and your market by filling out the questionnaire in Step 2.

In the questionnaire, the Valuation Date determines when your valuation will become effective. It should be the last date of a month. 409A valuations will remain effective for 12 months from this date or when a new material event happens, such as a new funding round.

Once the questionnaire is complete, click Finalize at the bottom. The questionnaire can be edited after Finalization if necessary. You can also save your progress by clicking the Save Draft button at the bottom.

Submission and payment

Click Submit in Step 3. You will receive an email with your payment info, and another email to sign the Engagement Agreement with your 409A valuation provider.

Renewing your 409A

To renew your 409A, click Edit Draft in step 2 (Complete Questionnaire). The questionnaire will open with your previous valuation loaded. Change the valuation date to a new date, for example, a year from the last valuation date. Update your company information in the questionnaire as needed. When you're done updating, click Finalize, then click Submit in Step 3.