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Equity Management
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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
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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
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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For Equity Management
Find the solutions you need to drive your business forward at any stage
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For Fund Management
Providing VCs with an automated back office to help them run funds of any size
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For Private Equity
Built for PE funds and portcos (LLC or C-Corp) to manage ownership
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Launch
For early-stage founders to manage equity and build their cap table
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Blog: All
C-corp vs. LLC
How you incorporate can have huge implications for your startup. Here’s a look at C-Corp vs. LLC structures, with key differences and examples for each.
The 2021 Carta liquidity report
The movement toward secondary liquidity in the private markets is accelerating fast: Carta completed four times as many secondary transactions for private companies in 2021 than the year before.
What founders need to know about secondary liquidity
Private market liquidity surged in 2021. Carta hosted a panel to discuss how founders can take advantage of secondary liquidity to improve employee retention and satisfy existing shareholders.
Taxes on equity: What you need to know
Having a solid understanding of how equity is taxed will help you make smart decisions as you earn equity, exercise your options, and sell your shares.
23andMe CEO Anne Wojcicki’s tactics for disrupting an industry
At the 2021 Carta Equity Summit, Anne Wojcicki chatted with Sonal Chokshi about the best leadership lessons she’s learned since co-founding 23andMe in 2006.
Annual Equity Report: Who owns equity in 2021?
Equity ownership is a powerful form of wealth creation—but women and many people of color are underrepresented. The 2021 Annual Equity Report explores those gaps.
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