Whether you’re preparing for your first 409A valuation or updating an existing one, Mantle makes the process simple. This guide outlines everything you need to know to kick things off, from documents to timelines.

Questions? Reach out to [email protected]

📤 Submitting Required Documents

To begin your 409A valuation, email the following materials to [email protected]. These documents help us—and our valuation partner—build an accurate and audit-ready report.

• List of documents

⏱️ Timeline and Review Process

Once we receive your documents:

• We’ll review them within 1–2 business days and request any additional info if needed.
• After follow-up, you’ll receive a draft valuation report in 3–4 business days.
• We may schedule a call to clarify inputs or assumptions.

💰 409A Valuation Cost

Mantle’s Growth plan includes one annual 409A valuation for $3,000/year. This also includes:

• Full access to Mantle’s cap table platform