As your company scales, and you begin to think about going public or other liquidity options, your reporting requirements increase. We provide a range of reports to help you stay compliant, audit-ready, and on top of your company’s performance as you scale.
If employees exercised incentive stock options (ISOs) last tax year, your company needs to file IRS Form 3921. Companies must file one form per employee, and if they miss the deadline or ignore IRS reminders and fail to file, they could end up paying expensive fines.
ASC 718 is the standard way companies expense employee stock-based compensation on an income statement. Equity awards are part of compensation and have a specific set of accounting rules, stated in ASC 718, that companies should follow.
Tracking key metrics for just one company can be difficult, and comparing performance across your portfolio is nearly impossible—especially when each company’s data is in a different format.
When you are referring clients to a 409A valuation provider, you’re considering four main factors: speed, price, accurate FMV, and audit-readiness. Read more about the Carta 409A valuation guarantee.
Still using Excel to manage your cap table? You’re going to need to update the way you manage your cap table and Carta explains why it’s the top solution for you.
Carta hires valuations industry veterans Sushil Chacko, Bob Chung, and Candice Bassell to lead the Carta Valuations group.