Jared Thomas, CEP

Equity Management

Fund Management
Equity Management

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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

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Optimize your equity tax benefit with the QSBS tax exemption

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For early-stage founders to manage equity and build their cap table

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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

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Providing VCs with an automated back office to help them run funds of any size

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Built for PE funds and portcos (LLC or C-Corp) to manage ownership

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Jared Thomas, CEP

Jared Thomas is a CEP who has worked at Carta for over 6 years. He leads Product for the Equity Platform team that powers Carta's cap table tools.

Jared Thomas is a CEP who has worked at Carta for over 6 years. He leads Product for the Equity Platform team that...

Latest from Jared Thomas, CEP

Equity Education

February 2025

Rule 701

Under Rule 701, private companies can issue up to a certain amount of equity to employees in a 12-month period. Learn more about the Rule 701 exemption and its disclosure requirements.

Wondering what determines strike prices and how much your stock options could be worth? Learn about strike prices, and how options can gain value over time.

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Equity Education

December 2023

RSU vs. stock options

Companies often move from stock options to RSUs as they become larger. Learn more about the difference between RSUs vs options.

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Additional Products

Deal Closings
Scenario Modeling
IPO Advisory
Portfolio Insights
Waterfall Modeling
Distributions

Featured Blogs

What is a 409A valuation?
What is a cap table?
What are advisory shares?
What are stock options?
How are stock options taxed?
Exercising stock options
What is vesting?
What is fund administration?
What is a SAFE?
Pre-money vs post-money SAFEs

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