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, make sure you are already a Mantle Growth customer. If you are not, you can reach out to [email protected] to upgrade your plan.

Next, upload your set of required documents to the Mantle Data Room. You can find this list of documents below. Once done, email [email protected] to kick-off the 409A process.

• 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