CARTA BLOG

Owner’s Manual

Whether you’re getting your first option grant or managing a fund, our blog is the best place to learn about ownership, equity, and the Carta product.

The great pause of 2020

A look at how some routines in the venture capital community might (temporarily) change as a result of COVID-19.

How Las Olas uses Carta to manage their back office

Nate Vasel, explains how Las Olas used Carta for fund administration and a capital call line of credit.

Get a capital call line of credit in one day

At Carta, we’re now offering capital call lines. Learn more, and see if you’re eligible.

What’s new with Carta fund administration?

This quarter, our product managers and engineers focused on helping your fund administration team do their jobs more efficiently.

Get a capital call line of credit in one day

At Carta, we’re now offering capital call lines. Learn more, and see if you’re eligible.

Carta Ventures: looking for founders

Introducing Carta Ventures. We have three startup ideas that we think can become important and big companies. We are looking for founding teams to build them.

Q4 2019 Pitchbook-NVCA Venture Monitor

We are excited to partner with Pitchbook and NVCA to provide the definitive review of the US venture capital ecosystem for 2019.

The current state of employee exercise 2020

Are stock options getting more employee-friendly? We looked at our data and here’s what we found.

How dual-class companies and single-class companies compare

We look at how dual-class and single-class share structure affects company valuation and market performance.

Q4 2019 Pitchbook-NVCA Venture Monitor

We are excited to partner with Pitchbook and NVCA to provide the definitive review of the US venture capital ecosystem for 2019.

How are stock options taxed?

Here’s what you need to know and prepare for if you exercised and/or sold stock options this year.

How to value a job offer from a public company vs. a private company

You can’t compare job offers with public equity vs private equity apples to apples. Learn how to think about and compare them.

Equity 101: Equity basics for founders

Learn the basics of equity, how to distribute equity to early employees, and what a cap table is.

What is an employee stock purchase plan (ESPP)?

An employee stock purchase plan (ESPP) is a program public companies can offer that allows you to buy shares of company stock—usually at a discounted rate. Here’s what you need to know before participating:

Why you should always accept your stock grant

Accepting your stock grant is one of the most important tasks to take care of when starting at a company. Yet many people make the mistake of forgetting about it, or worse, ignoring it.

How are stock options taxed?

Here’s what you need to know and prepare for if you exercised and/or sold stock options this year.

Founder resource center

Fund valuations in a time of uncertainty

Learn why asset impairement valuations are important, what impaired valuations will look like, how to approach them, and more.

COVID-19 resources

We’ve compiled a list of tools and resources to help businesses and investors as they navigate this challenging COVID-19 crisis.

Video: Panel discussion from The Future of Liquidity 2020

At our second Future of Liquidity event, we discussed recent trends in liquidity and their potential impact on private companies and venture portfolios.

Investors

How Las Olas uses Carta to manage their back office

Nate Vasel, explains how Las Olas used Carta for fund administration and a capital call line of credit.

Get a capital call line of credit in one day

At Carta, we’re now offering capital call lines. Learn more, and see if you’re eligible.

What’s new with Carta fund administration?

This quarter, our product managers and engineers focused on helping your fund administration team do their jobs more efficiently.

Product education

Get a capital call line of credit in one day

At Carta, we’re now offering capital call lines. Learn more, and see if you’re eligible.

What’s new with Carta fund administration?

This quarter, our product managers and engineers focused on helping your fund administration team do their jobs more efficiently.

Why it’s smart to share your cap table with your investors

As your company grows, you will inevitably be faced with a big question: Should you share your cap table with your investors? And if so, how much should you share?

From our CEO

Carta Ventures: looking for founders

Introducing Carta Ventures. We have three startup ideas that we think can become important and big companies. We are looking for founding teams to build them.

Next Chapter Program at Carta

In this program we will help employees think about their careers and plan their next steps, whether at Carta or otherwise.

Private stock picking

Why choosing a job is like picking a stock and what employees should look for in a company.

How we work

Meet Carta’s Fund Admin team

Our fund administration leadership team brings over 40 years of combined experience to Carta. Meet them and see how we can help your firm.

Next Chapter Program at Carta

In this program we will help employees think about their careers and plan their next steps, whether at Carta or otherwise.

Closing the gender gap in equity: How to fix historical errors in equity distribution

We want to help other companies address their historical equity imbalances. Here’s how we reviewed our own equity guidelines, and how we approached extending fix-it grants to employees.

Markets

Venture market trends driving liquidity

In 2019, we saw an estimated $5B in notional volume in the tender offer market alone. Several indicators suggest this deal velocity is here to stay in 2020 and beyond.

SaaS company valuations, metrics, and IPOs: An interview with Alex Clayton of Spark Capital

We caught up with former banker and current investor Alex Clayton to ask him some questions about metrics, high valuations, and what it takes for companies to go public.

The accredited investor requirement needs to change

The accredited investor rule is outdated. Here’s why it needs to change.

Partner stories

How Las Olas uses Carta to manage their back office

Nate Vasel, explains how Las Olas used Carta for fund administration and a capital call line of credit.

A peek into the operational side of an innovative fund: M13’s full-service venture engine

We sat down with Brian Carroll, Partner at M13, to learn more about the fund’s community, corporate partnerships, and their star-studded roster of LPs.

How NLVC manages funds and works with LPs in China and the US

A discussion with Jeffrey Lee, Managing Director and CFO of NLVC about what it’s like to successfully manage funds across multiple geographies.

Trends

The great pause of 2020

A look at how some routines in the venture capital community might (temporarily) change as a result of COVID-19.

How dual-class companies and single-class companies compare

We look at how dual-class and single-class share structure affects company valuation and market performance.

SaaS company valuations, metrics, and IPOs: An interview with Alex Clayton of Spark Capital

We caught up with former banker and current investor Alex Clayton to ask him some questions about metrics, high valuations, and what it takes for companies to go public.

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