How do I add a 409A valuation to my Cake plan?
In this article
In this article group
- What is a 409A valuation?
- How to start your 409A valuation in Cake
- How do I upload an existing 409A valuation to Cake?
- When do I need a 409A valuation?
- What is 409A safe harbor, and does my valuation qualify?
- What does my 409A valuation mean for option strike prices?
- How long does a 409A valuation take through Cake?
- What data do I need for my 409A valuation?
- Is a Cake 409A automated, or done by a valuation expert?
Worth exploring
Two 409A valuations a year come with an annual Team or Pro plan.
Need more than two, or you are on Build? Add them for $1,500 USD each, at any time.
Move to a plan that includes them
Click Upgrade at the top of any page
Choose your plan and annual billing
Confirm
Or add one to the plan you are on
Go to Compliance → 409A
Click Add to plan
Complete the purchase
Start straight after payment confirms.
409A valuations are only available on annual plans. On monthly billing, switch to annual first.
Plans and what each includes are at cakeequity.com/pricing.
What happens next
Click Start 409A now to begin. How to start your 409A valuation in Cake covers the submission and what to have ready.