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From issuing early equity to IPO, build and scale your business on one platform
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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
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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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Blog Overview
See all of our blog posts in all categories by date.
Blog: All
Convertible securities
In this article, we’ll cover everything you need to know about two common types of convertible securities, specifically SAFEs and convertible notes.
409A valuation
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
Election outlook: 2024
The 2024 election cycle has been one of the most tumultuous in modern American political history. The Carta Policy Team offers analysis of how the dynamics of the race could affect key issues for the innovation ecosystem.
State of Private Markets: Q2 2024
In Q2 2024, the venture ecosystem showed modest signs of improvement.
Thinking of issuing ESOPs? Here’s what you need to know
Our ESOP Playbook gives you APAC-specific market insights, a step-by-step implementation guide, and practical tools to help you craft an Employee Stock Ownership Plan that works for your startup.
Venture debt financing
Learn how venture debt financing works for startups and how venture debt compares to alternatives like traditional loans and equity financing options.
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