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Fair Market Value

The fair market value contains the accepted values of an issuer's stock, specified on a per-share class basis. These values come from the 409A reports that Carta has for the issuer.

OCF Equivalent

Maps to OCF's Valuation — specifically valuations with valuation_type = "409A" (or similar). OCF's Valuation is broader: it also covers post-money/pre-money financing valuations, not just FMVs.

  • Valuation — object. OCF's Valuation covers both 409A FMVs and financing-round valuations.

Endpoints

  • GET /v1alpha1/issuers/{issuerId}/fairMarketValues — list

Shape at a glance

Quick comparison of field names, types, and required-ness. See the full Carta properties below, or follow the OCF link for full OCF field documentation.

Cartav1alpha1FairMarketValue

The fair market value contains the accepted values of an issuer's stock, specified on a per-share class basis. These values come from the 409A reports that Carta has for the issuer.

Property Type Req
id string
effectiveDate v1alpha1Iso8601CompleteCalendarDate
expirationDate v1alpha1Iso8601CompleteCalendarDate
staleDate v1alpha1Iso8601CompleteCalendarDate
shareClassValuations v1alpha1ShareClassValuation[]

OCFValuation

Object describing a valuation used in the cap table

Property Type Required
id STRING REQUIRED
comments [STRING] -
object_type Constant: VALUATION
Defined in schema/enums/ObjectType
REQUIRED
provider STRING -
board_approval_date schema/types/Date -
stockholder_approval_date schema/types/Date -
price_per_share schema/types/Monetary REQUIRED
effective_date schema/types/Date REQUIRED
stock_class_id STRING REQUIRED
valuation_type Enum - Valuation Type

Description: Enumeration of valuation types

ONE OF:
• 409A
REQUIRED

Properties

Property Type Required Description
id string An identifier for the 409A fair market values.
effectiveDate v1alpha1Iso8601CompleteCalendarDate The date that this fair market valuation takes effect.
expirationDate v1alpha1Iso8601CompleteCalendarDate The date that this fair market valuation will expire.
staleDate v1alpha1Iso8601CompleteCalendarDate The date that this fair market valuation becomes stale.
shareClassValuations v1alpha1ShareClassValuation[] A list of fair market values for each share class.

Referenced by

(not embedded in other domain objects)


Underlying schema: v1alpha1FairMarketValue

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