As your company grows, things change quickly. You need to keep your investors up to date but that can be tedious and time-consuming. Carta makes this easier with our newest feature—investor updates.
Private companies today have more financing and liquidity options than ever. With the option to stay private longer or go public on a growing number of exchanges, it can be hard for companies and their investors to figure out which exit or funding scenario is best for them. So, we built scenario modeling tools on Carta that show you the impact of future financing rounds or possible exits in seconds.
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.
Aaron Jacobs, an ASC 820 expert, hosts a webinar explaining what ASC 820 is and what’s changing with the new guidance. Carta offers both self and full-service ASC 820 services to ensure your fund is ready for audit.
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.