Instructions for getting FMV in Carta
1
Log into your Carta account.
2
Click on the Portfolio tab.
Carta Portfolio Tab
3
If you have holdings for multiple companies, select the applicable company.
4
Click on the Exercise Simulator tab.
Carta Exercise Simulator
5
Scroll down toward the bottom of the page. There is a section called "What's your tax situation." Your company's FMV will be listed under the first text box in that section.
Carta Tax Situation
6
Note: When you take your screenshot, be sure to include the entire page, including the address bar of your browser showing the URL.
The equity tools on this website are for illustrative purposes only and are not necessarily indicative of future results. No representation is made that results that are similar to those shown can be achieved. Any screenshots or images of these tools contain hypothetical outputs and do not reflect any specific circumstances or anticipated results. See additional disclosures below for more information.

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Vested, Inc. is a technology company as well as an adviser regulated by the U.S. Securities and Exchange Commission as an exempt reporting adviser. Vested, Inc. also provides free tools to help startup employees understand and make the most of their equity compensation. This includes the Equity Dashboard, Outcome Simulator, Fairness Calculator and AMT Calculator. All company data, including but not limited to valuation, projections and common share price, are estimates derived using public data sets, without any endorsement or influence from the company, and should be used only for informational and educational purposes. These data should not be used as investment advice. The Equity Dashboard allows you to enter your option grant and monitor your equity. The Outcome Simulator allows you to create hypothetical exit scenarios with your own inputs such as exit date and valuation. The Fairness Calculator helps you to see how your option grant compares to those received by other startup employees with similar roles at similar companies. The AMT Calculator helps you understand the possible impact of exercising options on possible Alternative Minimum Tax scenarios. All these tools are for illustrative purposes only and do not constitute tax, investment, financial or any other actionable advice.

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