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Equity Management
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Get support for every stage and every role.

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  • Manage your fund on Carta so you can spend more time on deals and less time dealing with your back office.

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  • Over 35,000 companies use Carta to fundraise, issue equity, and stay compliant.

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  • Access tools and services for everything from fast valuations to managing burn to liquidity events.

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  • From extending offers to answering employee equity questions, find the tools and team to support you.

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Equity education

What is an 83(b) election?
An 83(b) election is an IRS form that may allow you to pay taxes based on the value of your equity on the grant date, before it vests. This might lower your tax burden.
The qualified small business stock (QSBS) tax benefit
The QSBS exclusion is a U.S. tax benefit that applies to eligible shareholders of a qualified small business. Learn more about how QSBS works.
What is an accredited investor?
Learn what an accredited investor is, requirements and qualifications, why the requirement exists, and how the accredited investor rules may change.
What is Form 1099-B?
Form 1099-B is an IRS tax form that reports your proceeds from investment sales. If you've ever sold stocks or bonds, you may have received a Form 1099-B in the mail from your broker-dealer.
What is ASC 718?
Is your startup staying GAAP compliant? Learn how to expense employee stock options on your company’s income statement using ASC 718 accounting guidelines.
Customizing multiple LLC equity types for different groups of employees
Two or more groups of employees may have different incentives, performance goals, and retention schemes that do not easily fit into one type of LLC equity plan.
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