CARTA BLOG

Equity education

What is KYC/AML?

VC funds have an important responsibility to comply with AML laws, and KYC/AML regulations ensure that only legitimate, non-criminal investors contribute to your fund.

Why do private companies run liquidity events?

A tender offer is a structured, company-sponsored liquidity event. Tender offers can be company share-buybacks or third-party investor purchases.

What is a tear sheet? (Free tear sheet example)

A tear sheet helps LPs understand how their investment is performing. Download our tear sheet example to get started today.

What to do before you raise a round

Founders and CFOs: here’s what you need to do before raising your next round and how Carta can help.

What are employee stock options?

Stock options aren’t actual shares—they’re the opportunity to exercise (purchase) a certain amount of company shares at an agreed-upon price. Learn more.

How to create a cap table (free cap table template)

There’s no standard cap table format, and there are multiple ways to create one. We’ll walk you through a few ways to get started and include a free cap table template you can download.

Watch our venture capital fund compliance webinar

Watch our webinar on fund compliance, common compliance mistakes, and regulatory changes.

What happens to equity when a company is acquired?

If you’re at a company that has potential to be acquired, learn how an acquisistion could affect your equity.

What does exercising stock options mean?

Exercising stock options means purchasing shares of the issuer’s common stock at the set price defined in your option grant.