Case Study: Calendly achieves streamlined 409A valuations and saves time with Carta

How Calendly improved their 409A process with Carta

Calendly, a profitable SaaS scheduling company founded in 2013, faced inefficient, time-consuming 409A valuations that required digging through folders, long email exchanges, and extra spreadsheet work—issues made more complex by their LLC structure. To address this, Calendly partnered with Carta and migrated their cap table to Carta’s platform and 409A service.

Carta assigned a dedicated analyst, ran a consultative 45-minute kickoff, and provided white‑glove support and in‑app functionality. Because most data was already maintained in Carta, Calendly estimates saving at least two hours versus their prior provider, gained year‑round 409A compliance, faster analyst responses, and a more presentable deliverable that can be added directly to board consent.

Calendly

Cailey Ryckman

Director