Carta Blog
Blog Overview
See all of our blog posts in all categories by date.
Latest
What it’s like to be a fund administrator at Carta
This post was co-authored by Brittany Vigoreaux, Associate HR Business Partner at Carta. You may
Carta’s Private Markets Report – Q3 2020
Carta’s data provides insight into private equity and venture capital. In our Q3 2020 private markets report, we saw the seeds of recovery in VC.
Q3 investors product update
At Carta, we’re always searching for ways to improve our products and services. We work
Carta 409A valuations for late-stage, private companies
Our team has been building an improved and streamlined 409A process for our late-stage clients. Here’s what you can expect with our improved process:
Build an effective data room with 5 key documents
In an increasingly competitive venture capital environment, emerging fund managers need an effective way to
Carta’s definitive guide to the LPA
For emerging managers raising their first venture fund, we’ve summarized the key terms and market norms of a venture capital fund LPA.
5 expert tips on getting through a valuations audit
Our experts walk through what you need to know about 409A valuations and how to prepare for a successful valuations audit.
How Xenon Partners keeps startups’ doors open
We chatted with Xenon Partners about the current startup landscape, what forces companies to shut down, and how they help struggling companies.
Carta’s improved support process
We’re moving from email support tickets to submitting support requests in-app. Learn how to reach Carta support and get help.
How to convert your company from an LLC to a C-corp
If you’re thinking of converting from an LLC to a c-corp, learn more about the differences, what to think about before converting, and what the process looks like.
How to raise a round
Fundraising is notoriously difficult, particularly for first-time founders. We break down the basics around how to raise a round.
What is ASC 820?
ASC 820 offers guidance on how to value illiquid assets and stands for Accounting Standards Codification 820. Learn more.
The Carta 409A valuation process
In this post, we fully detail the Carta 409A valuation process from initial request to an audit-defensible final report.
Carta’s Private Markets Report – Q2 2020
Carta’s data provides insight into private equity and venture capital. In our Q2 2020 private markets report, we examine COVID’s impact on private markets.
How do I teach my employees about equity?
Carta makes it easy for employees to understand equity compensation. Get resources that explain equity for your equity education program.
What is equity management?
Equity management is the process of creating and managing owners in your company. Learn more about what it involves and how Carta can help.
The rise of non-debt convertible securities
We looked at our data to see how non-debt convertible securities like SAFEs and KISSs have performed in the market. Here are our findings.
7 tips for pitching VCs remotely
We talked to founders and VCs who have experience pitching—and taking pitches—from afar to get their expert tips on nailing remote pitches.
How we improved Carta for corporations in Q2 2020
In Q2 2020, our R&D team focused on improving the equity admin and legal user experience, as well as enhancing our reporting capabilities. These changes will allow you to focus more on what you do best—scaling your business.
How to fundraise in the time of COVID-19
Here’s what to anticipate when it comes to online fundraising so you can adapt quickly and keep your business growing.
How to prepare your company for a financial audit
All companies are subject to financial audits. Learn what the process looks like, what auditors look for, and how to best prepare.
How we improved Carta for investors in Q2
At Carta, we’re always searching for ways to improve our products and services. We work
Introducing Carta’s SAFE and convertible note calculator
If you’re fundraising, check out our free SAFE and convertible note calculator to understand the potential future impact before they convert in a priced round.
How Carta does board consents
At Carta, we first built a cap table management product to streamline equity management and
The guide to advisor shares
Advisors can offer valuable advice when your company is in a formative place. Most startups
LLCs: What to know about profits interests and valuations
What are profits interests? Limited Liability Companies (“LLCs”) can issue capital interest units and profits
New requirements in the Cayman Islands: what they mean for fund managers around the world
Many VC and PE funds established in the Cayman Islands are subject to new regulations and operational requirements, and must take action by August 2020. Here’s what you need to know.
How COVID-19 is changing the remote landscape: A Q&A with GitLab’s head of remote
When most of the United States went under lockdown to slow the spread of COVID-19,
Why fintechs partner with community banks
As fintech and banking infrastructure has evolved, more and more tech companies are entering the
How do I sell my private company stock?
If your company hasn’t gone public yet, selling your private company stock can be tricky. It’s not impossible, though—learn more about your options.
How investors approach fundraising from LPs (free VC pitch deck template)
We spoke with Arjun Sethi of Tribe Capital to learn how he approached fundraising from new LPs, as well as building their fundraising deck. Download the free fundraising deck template.
Video: A discussion on VC activity in 2020
I recently joined Cameron Stanfil from Pitchbook, Justin Field from NVCA, and Katherine Andersen from
Problem solvers wanted: help us build our general ledger
We’re looking for a talented engineer to join our team in the investor services business
Switching from options to RSUs
A guide (and calculator) to help founders and CFOs know what to consider when switching from options to RSUs.
Growth and innovation: a Q&A with Andy Johns of Unusual Ventures
Andy Johns talks about building a venture firm with principles, growth hacking vs. product market fit, and what it’s like to turn from an operator into an investor.
How your business can survive—and thrive—in a financial crisis
Sean Byrnes shares strategies that helped his businesses survive and thrive amidst two major financial crises.
Free calibration tool for valuations
Carta has created a free calibration tool to estimate the changes in your portfolio companies’ values quickly and in bulk. Learn more and try it out.
Why contractors deserve equity
As gig workers take on more and more of our economy’s essential services, from grocery and food delivery to transportation, it’s vital that we make it possible to extend equity to contractors.
How Harlem Capital invests in diversity
Harlem Capital is aiming to invest in 1,000 diverse founders in 20 years. We sat down with cofounders Jarrid and Henri to hear their story and what they’ve learned so far.
New, more intuitive LP experience
We’ve made it easier for your LPs to quickly and securely access documents and fund-level performance data.
How to extend your cash runway in a downturn (free burn rate calculator)
While every company operates differently, here are some things to think about when managing cash in a downturn.
What to know about equity when you leave a company
If you’re leaving your company, you probably have a lot on your mind. But between finishing up projects, exchanging contact info with coworkers, and figuring out health insurance coverage, don’t forget to think about your equity. Here’s what you need to know.
