This event has now taken place.

Issuing equity to employees in the UK or the US? Approaching a significant event such as a funding round? Expecting a company audit from tax authorities? You’ll need a company valuation.

Join the Capdesk from Carta team online on Thursday, 20th October, 2PM BST. Our in-house valuations specialists will welcome you to the conversation and answer your questions about HMRC and 409A valuations.

During the session, we’ll discuss:

  • When and why you need a 409A and/or HMRC valuation.
  • The link between up-to-date valuations and attracting and retaining talent.
  • How Capdesk’s valuation services save you time and money – so you can focus on the bigger picture.

As always, come with your questions ready – there will be time for a Q&A at the end.

Meet the speakers:

Triam – Valuations

Triam Zubeldia

Valuations Associate, Capdesk

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Triam joined the team in July 2022 to build out the UK valuation services at Capdesk from Carta. With previous experience in financial research and analysis with a focus on Enterprise SaaS, Triam has supported many founders in their growth finance journeys. Prior to that, he was a VC-funded tech founder and a plant molecular biologist.

Caroline – Marketing

Caroline Joseph (moderator)

Customer Marketing Manager, Capdesk

Caroline joined the Capdesk team in April 2021 bringing her expertise in events, partnerships and community to the world of B2B fintech marketing. In 2020, she was recognised as Barclay's Entrepreneur Awards Rising Star.

Jackson – Valuations

Jackson O'Brien

Valuation Manager, Carta

Jackson is a Valuation Manager for Carta Valuations, leading a team of analysts that perform 409A reporting for Carta’s largest clients. Prior to this role, he worked for a boutique valuation firm that was acquired by Carta in November 2020. Jackson holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.  
 

 

 

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Calling finance leaders at startups

Wondering when you need an HMRC or 409A valuation?

Don't miss this event.

Gain insight from experts on why valuations are integral to the smooth running and scaling of your business.