Laura Moreno, CPA

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Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

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Run any waterfall model with a bespoke modeling engine.

Valuations

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Financial Reporting

Generate automated and audit-defensible ASC 718 reports

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Streamline distributions through cap table and waterfall integration

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All Equity Management for LLCs

Track, manage, and view multi-entity ownership structures in one place

Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

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Run any waterfall model with a bespoke modeling engine

Distributions

Streamline distributions through cap table and waterfall integration

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Employee equity guide

Learn how to build an employee equity plan that is right for you

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Laura Moreno, CPA

Laura Moreno, CPA: Laura Moreno is a Certified Public Accountant and Tax Delivery Lead at Carta. She has 10 years of tax experience and specializes in working with tech employees on equity compensation.

Laura Moreno, CPA: Laura Moreno is a Certified Public Accountant and Tax Delivery Lead at Carta. She has 10 years of...

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Latest from Laura Moreno, CPA

Equity Education

September 2023

83(b) elections

An 83(b) election is an IRS form that may allow you to pay taxes based on the value of your equity on the grant date,...

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Equity Education

December 2022

Equity incentive plans for LLCs

Equity compensation isn’t just for startups. Learn the different types of equity incentive plans available for LLCs to...

Restricted stock awards (RSAs) and restricted stock units (RSUs) are two types of restricted stock equity awards. Learn...

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Equity Education

August 2022

Restricted stock units (RSU)

A restricted stock unit (RSU) is a share of stock from your employer that only vests if certain restrictions are met....

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What is a 409A valuation?
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Pre-money vs post-money SAFEs
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