Toggle menu
Products
Equity Management
Fund Management
Equity Management
All Equity Management
From issuing early equity to IPO, build and scale your business on one platform
Cap Table Management
Issue, track, and process payments for your company's equity securely
409A Valuations
Enter audits with confidence with tailored, cost-effective valuations
SAFE Financings
Issue SAFEs, collect signatures, and move money securely on one platform
Financial Reporting
Generate your latest stock-based compensation reports in a few clicks
Equity Advisory
Empower your team with actionable tax and equity knowledge
Total Compensation
Get reliable salary and equity benchmarks
Liquidity
Execute secondary transactions that fully integrate with your cap table
QSBS Attestation
Optimize your equity tax benefit with the QSBS tax exemption
Launch
For early-stage founders to manage equity and build their cap table
Get started for free
Fund Management
All Fund Management
Leverage a suite of products and services to support your firm at every stage
Fund Administration
Automate your back office with solutions from scenario modeling to closings
Fund Formations
Form your fund, administer the first close, and execute capital calls in six weeks
Fund Tax
Unlock a seamless tax season with your fund accounting and taxes in one place
SPVs
Form, close, and administer your SPV in just a few clicks
Tactyc Forecasting & Planning
Guide your fund’s strategy with data-driven precision
ASC 820
Get audit-ready valuations for consistent financial reporting
Capital Call Line of Credit
Access capital outside your regular call cadence
Carta Carry
App
Track tasks, message fund admins, and make approvals-from anywhere
Learn more
Solutions
BY BUSINESS TYPE
Private Corporations
Venture Capital
Private Equity
Private Credit
LLCs
BY INDUSTRY
Finance
HR
Healthcare
BY ROLE
Founder
Investor
Law Firm
Private Equity Solutions
The first unified software suite delivering precision and control
Learn more
Pricing
PRICING & PLANS
For Equity Management
Find the solutions you need to drive your business forward at any stage
View details
For Fund Management
Providing VCs with an automated back office to help them run funds of any size
View details
For Private Equity
Built for PE funds and portcos (LLC or C-Corp) to manage ownership
View details
Launch
For early-stage founders to manage equity and build their cap table
Get started for free
Resources
LEARN
Carta Classroom
Education
Data Desk
Blog
Events & webinars
Case studies
FREE TOOLS
Launch
Founder Studio
Startup Stack
FOR PARTNERS
Carta for Partners
Accelerators
API Developer Platform
New
SUPPORT
Contact support
Support articles
API documentation
Community
Company
COMPANY
About us
Executive team
Policy Desk
Diversity, equity, and inclusion
PEOPLE
Life at Carta
Careers
Engineering
NEWS
What's New in Product
Latest
Product release notes
Press
PE Executive Equity Report
Discover equity trends and benchmarks for PortCo leadership teams
Read the report
Sign In
Request a demo
Home
/
Chad Willbur
CW
author
Chad Willbur
Chad Willbur is the GM of Carta's valuations business.
Chad Willbur is the GM of Carta's valuations business.
Show more
Latest from Chad Willbur
featured article
The impact of a secondary transaction on your next 409A valuation is changing
With secondary transactions on the rise, using the same valuation for 409A and ASC 718 purposes no longer makes sense. Learn why separating your company’s valuations matters.
409A Valuations
November 2023
What to look for in a 409A provider
A 409A valuation should be strategic—not perfunctory. Carta can help companies of all sizes get a fast, accurate, and data-backed valuation in a matter of days.
View
Employee Resource Center
November 2023
Estate and gift taxes for equity
At Carta, we offer gift and estate tax appraisals. Learn everything you need to know about federal estate taxes and gift taxes when you transfer equity.
View
Equity Education
August 2017
The problem with 409A valuations
The 409A methodologies are outdated and have many flaws. We break down what they are and how Carta combats them to give you the most accurate valuations.
View
