carta The leader in valuations for private companies Included with Carta subscription & @ One IFRS/ 409A valuation + Acomplimentary IFRS/409A, peryear valuation when your company encounters amaterial event What our customers are saying @ oe © ROTHY'S Trustpilot RomanHealth Ventures Rothy'sinc. “Theteamisveryeasytoworkwithand “Getting 40VafromCartahasalways _“Carta's analysts eellike they'reapart the processis seamless aswe are been quick, easy and efficient forus. of ourteam. Professional, insightful, and already storing somuchof therelevant The turnaround.time is impressive." thorough.” informationin Carta directly." More valuations completed than any other provider oe 2: ce I 02: Hires III 0.16% Kiros II 014% Hire? EE 012% Hires EB o10% Fires IY o.10% ire 10 [II 0.09%carta Deep industry expertise across many segments ‘Additional Industries Supported + Renewable Energy + SocialMedia GENERAL SAAS - 239% + Education + RealEstate + Teanspertation + Apparel& Retail HEALTHCARE - 14% + Marketing & Advertising FINTECH - 99%. + Cannabis DATA & Al - 6% + Cloud Distribution + NuclearTechnology BIOTECH - 6% Meet our experts The Carta Valuations team brings years of hands-on knowledge, with experience working at top-tier fnance and accounting firms, like the Big 4, Grant Thomton, Moss Adams, and Andersen Tax. ‘Since 1999, Chadhas specialized in the valuation of privately-held securities for nancial reporting purposes and taxcompliance, During this time, Chadhas served large publicand private companies, middle-market firms, and early-stage enterprises. His engagementsinclude everything from common stock valuations to complex option-embedded securities across many industries. Before joining Carta, he served as Head of Valuation at Quist Valuation anda Directorinthe Valuation Services group at Andersen Tax, LLC. Chad currently represents Carta onthe AICPA Task Force redrafting the authoritative guidance on the valuation of equity compensation under ASC718. VICE PRESIDENT Chad Wilbur Candice has specializedin the valuation of privately held business interests since 2005 and has performed valuations for tax compliance, financial reporting, and ltigation support, She has extensive experience serving clients inindustries from biotechnology and software to manufacturing, retail, and more. Candice served as a Managing Director at Grant Thornton LLP, where she was the practice leader for the Pacific Northwest Forensic and Valuation Services ‘group. Arecognized thought leader n the industry, Candice has provided valuation- related SENIOR DIRECTOR ‘cour testimony and spoken at national valuation conferences. Candice Bassell, CPA, ABV, CFFcarta What our customers are saying ef Early stage companies + Late stage companies 1-7 Business days 15 Business days Our offering Your benefit Ouranalysts leverage proprietary software built into = Quick turnaround times ourproduct Packaged with cap table Quick turnaround times, cost software > effective, ease of use Extensive policy created by our team that has valued hundreds of > billions of dollarsin assets Fair/reasonable concluded valuation and FMVcarta Quick process producing accurate, audit-defensible results Step Description Valuation request Request anew IFRS/ 409A valuation through the Carta platform, Data validation ang assignment The request goes through data validation to ensure data accuracy. Then, an analystis assigned who willreview your ‘company details Analyst discussion ‘discussion with the analystis scheduled additional informationisneeded. Conduct analysis The analyst conducts the analysis, leveraging proprietary software and internal valuation policy to assign an initial value to yourcompany and shares. Internal review Delivery Areview of the analysisis conducted, in order to ensure the: analysis complies with internal valuation policy andis auait defensible, ‘Anaudit-defensible IFRS/ 409A valuation willbe delivered and ready for approvalin the Carta platform. Post delivery support Access our team of dedicated analysts for questions andaudit, support related to your valuation,