ASC 820 valuations: How-to videos

We've prepared the videos listed below to assist you with understanding and completing the tasks and responsibilities associated with your self-service ASC 820 valuation.

Description	Video
How to check access to master cap tables on Carta for your ASC 820 valuation	Checking Cap Table Access
How to request cap table access from Carta companies within your investment account	Requesting Cap Table Access
How to create a paper company within an investment fund’s account	Creating a Paper Company
How to create a pro-forma cap table on Carta for self-service ASC 820 valuation purposes	Creating a Pro-Forma
How to use the cap table builder functionality for both pro-forma and paper companies	Using the Cap Table Builder
How to create a new valuation for a portfolio company	Creating a New Valuation
How to use the “Ticker:Exchange” taxonomy for entering foreign comparable companies	Adding a Foreign Company Comparable
How to run a Backsolve OPM in the self- service 820 valuations tool	Running a Backsolve OPM
How to identify the inputs of the guideline public companies valuation methodology and complete one	Running a GPC
How to copy assumptions for a self-service ASC 820 valuation	Copying Assumptions
How to roll an existing finalized valuation forward to a new valuation date	Rolling a Valuation Forward
Identify the inputs of the equity adjustment with respect to the backsolve, and how to run one	Equity Adjustment: Backsolve OPM
Identify the inputs of the equity adjustment with respect to the post-money valuation methodology	Equity Adjustment: Post Money
How to run a common stock equivalent (CSE) allocation	Allocations: CSE
How to run a waterfall allocation in the self-service 820 valuation tool	Allocations: Waterfall
How to run option pricing model allocation methodology	Allocations: OPM