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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
Launch
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
Forecasting & Planning
Guide your fund’s strategy with data-driven precision
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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Get tools and services for an easier and more cost-effective fundraise
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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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VC Fund Performance Report
Access reliable, accurate data for emerging fund managers
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Blog Overview
See all of our blog posts in all categories by date.
Blog: All
UK company registers and filings
To be legally compliant, UK limited companies need to maintain a range of company registers. This article covers everything you need to know about keeping accurate records – including when to notify Companies House of any ownership changes.
Equity incentives for PE-backed portfolio company management
Private equity firms can select from several types of ownership stakes or equity when seeking to incentivize key executives. Learn about them here, and download an ebook for a deeper dive.
Election outlook: Tax
The 2024 elections will shape upcoming attempts to rewrite the tax code. Here's what's at stake for the innovation ecosystem.
Waterfall Modeling: A complete guide
In this practical example, learn the ins and outs of simple and complex waterfall modeling. Download a free Waterfall Modeling White Paper, which includes six additional complex models.
Priced rounds
A priced round is when an investment is exchanged for equity in a company based on its valuation. Learn more about priced rounds and how they work.
Fair value (FV)
Learn what fair value means for stock, how to determine a stock’s value, and why 409A or IFRS 13 valuations are so crucial for private companies.
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