Carta Automated 409A Valuation Renewal Tracking
Every Monday, WebRun opens Carta, reads the current 409A valuation date and expiry window, checks whether renewal is due within 60 days, posts an alert to your finance Slack channel, and adds a renewal deadline event to Google Calendar so your team has time to act.
How can I track and get reminded about my 409A valuation renewal?
WebRun checks your Carta 409A valuation date every Monday and alerts your finance team in Slack when renewal falls within 60 days. It also creates a deadline event on Google Calendar with a 30-day reminder, so your team has time to engage a valuation firm before any option grants become non-compliant.
- Never issue options on an expired 409A valuation
- Finance team gets a weekly Slack alert with days remaining
- Renewal deadline is locked into the shared calendar 30 days in advance
Built for startup CFOs · equity managers · finance teams · general counsel
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.carta.comin a real browser with your saved login - no setup, no API keys. -
1
Carta - read 409A valuation date and status
carta.com
WebRun opens Carta to read 409A valuation date and status. - Open Carta and navigate to the 409A valuation section
- Read the current valuation effective date and the 12-month expiry window
- Check whether expiry falls within the next 60 days
- If within 60 days, collect the valuation details for the alert
Done when The current 409A expiry date is confirmed and flagged if renewal is due within 60 days.
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2
Slack - alert finance team when renewal is approaching
slack.com
WebRun opens Slack to alert finance team when renewal is approaching. - Post a renewal alert to the designated finance Slack channel
- Include the current valuation date, expiry date, and days remaining
- Tag the CFO or equity manager to prompt action
Done when The finance team has an alert in Slack with the renewal deadline and details.
-
3
Google Calendar - add renewal deadline event
calendar.google.com
WebRun opens Google Calendar to add renewal deadline event. - Create or update a renewal deadline event on the 409A expiry date
- Set a reminder 30 days before expiry
- Invite the CFO and legal counsel to the calendar event
Done when A renewal deadline event with reminders exists on the shared finance calendar.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it automatically engage a valuation firm without my approval?
No. WebRun only posts an alert and creates a calendar reminder. Any engagement with a valuation provider requires your approval and must be initiated by your team.
How far in advance does it warn us?
It flags renewals due within 60 days and posts a weekly reminder. The calendar event also carries a 30-day reminder so you have a full month to start the valuation process.
What if our 409A is still valid?
If the expiry date is more than 60 days away, WebRun skips the alert silently and checks again the following Monday. You only hear from it when action is needed.
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