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Issue, track, and process payments for your company's equity securely
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Enter audits with confidence with tailored, cost-effective valuations
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Issue SAFEs, collect signatures, and move money securely on one platform
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Generate your latest stock-based compensation reports in a few clicks
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Empower your team with actionable tax and equity knowledge
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Execute secondary transactions that fully integrate with your cap table
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Optimize your equity tax benefit with the QSBS tax exemption
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Automate your back office with solutions from scenario modeling to closings
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Form your fund, administer the first close, and execute capital calls in six weeks
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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
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Guide your fund’s strategy with data-driven precision
ASC 820
Get audit-ready valuations for consistent financial reporting
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Access capital outside your regular call cadence
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Capdesk
EIS loss relief
The Enterprise Investment Scheme is popular with investors because of the various tax benefits it offers. If an investment doesn’t go to plan, investors may be able to recover some of their money through EIS loss relief. Learn how to calculate and claim EIS loss relief in this article.
EIS tax relief
The Enterprise Investment Scheme offers generous tax reliefs to investors as an incentive for backing early-stage companies. Learn more about SEIS tax benefits and the rules startups must follow.
SEIS tax relief
The Seed Enterprise Investment Scheme helps early-stage startups attract investment by offering generous tax benefits. Learn more about the different SEIS tax reliefs available for individual investors.
Seed Enterprise Investment Scheme: A guide to SEIS for startups
The UK has one of the most active angel investment scenes in the world, partly thanks to the Seed Enterprise Investment Scheme. Learn about fundraising through SEIS – including qualifying companies, investment limits, and tax benefits for investors.
SEIS loss relief
The Seed Enterprise Investment Scheme offers loss relief to investors who fund SEIS-qualifying companies, allowing them to recover some money if the business fails. This article breaks down how SEIS loss relief works and when it can be claimed.
How to notify Companies House of a cancellation of shares (SH06)
UK companies must submit an SH06 form to Companies House within 28 days of cancelling shares. Learn how to complete and file an SH06, and how Carta simplifies the process.
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