Processes/💰fundraising — raising money and managing equityfundraising

💲409A valuation — fundraising process409A valuation

Commission a 409A valuation to establish fair market value for stock options.

Can initiate through Carta API and provide company financials. Valuation itself is done by third-party appraiser.

How it runs

Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.

runs in parallel · 2

01Compile financial statements

agent

QuickBooks Online39↗

or:Digits47·Xero44

▶2 API calls

• GET /v3/company/{id}/reports/ProfitAndLoss
• GET /v3/company/{id}/reports/BalanceSheet

02Gather cap table snapshot

agent

Carta36↗

or:Cake Equity22·Ledgy12

▶1 API call

• GET /v1/companies/{id}/cap_table

03Initiate 409A on Carta

manual form

Carta36↗⏸ approval gatemedium risk

or:Cake Equity22·Ledgy12

⚡ agentic workaround: draft the issuance on a cap-table platform’s API — the board still approves — Carta, top of Cap Table & Equity →

04Answer valuation questionnaire

human

medium risk

⚡ agentic workaround: draft with an assistant, human reviews — Perplexity, top of AI Assistants →

05Wait for valuation report (2-3 weeks)

human

Carta36↗⏳ async

or:Cake Equity22·Ledgy12

⚡ agentic workaround: a workflow with webhooks/polling watches this so no human has to — n8n, top of Workflow Automation →

06Review and accept valuation

human

⏸ approval gatehigh risk

Context the agent needs first: accounts.list · cap_table.summary · last funding round

The market options

Each role resolves against its arena’s live leaderboard — the default is the process’s canonical vendor, alternatives ranked by agent-readiness.