Toggle menu
Products
Equity Management
Fund Management
Equity Management
All Equity Management
From issuing early equity to IPO, build and scale your business on one platform
Cap Table Management
Issue, track, and process payments for your company's equity securely
409A Valuations
Enter audits with confidence with tailored, cost-effective valuations
SAFE Financings
Issue SAFEs, collect signatures, and move money securely on one platform
Financial Reporting
Generate your latest stock-based compensation reports in a few clicks
Equity Advisory
Empower your team with actionable tax and equity knowledge
Total Compensation
Get reliable salary and equity benchmarks
Liquidity
Execute secondary transactions that fully integrate with your cap table
QSBS Attestation
Optimize your equity tax benefit with the QSBS tax exemption
Launch
For early-stage founders to manage equity and build their cap table
Get started for free
Fund Management
All Fund Management
Leverage a suite of products and services to support your firm at every stage
Fund Administration
Automate your back office with solutions from scenario modeling to closings
Fund Formations
Form your fund, administer the first close, and execute capital calls in six weeks
Fund Tax
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
Forecasting & Planning
Guide your fund’s strategy with data-driven precision
ASC 820
Get audit-ready valuations for consistent financial reporting
Capital Call Line of Credit
Access capital outside your regular call cadence
Carta Carry
App
Track tasks, message fund admins, and make approvals-from anywhere
Learn more
Solutions
BY BUSINESS TYPE
Private Corporations
Venture Capital
Private Equity
LLCs
BY INDUSTRY
Finance
HR
Healthcare
BY ROLE
Founder
Investor
Law Firm
Fundraising
Get tools and services for an easier and more cost-effective fundraise
Learn more
Pricing
PRICING & PLANS
For Equity Management
Find the solutions you need to drive your business forward at any stage
View details
For Fund Management
Providing VCs with an automated back office to help them run funds of any size
View details
For Private Equity
Built for PE funds and portcos (LLC or C-Corp) to manage ownership
View details
Launch
For early-stage founders to manage equity and build their cap table
Get started for free
Resources
LEARN
Carta Classroom
Education
Data Desk
Blog
Events & webinars
Case studies
FREE TOOLS
Launch
Founder Studio
Startup Stack
FOR PARTNERS
Carta for Partners
Accelerators
API Developer Platform
New
SUPPORT
Contact support
Support articles
API documentation
Community
Company
COMPANY
About us
Executive team
Policy Desk
Diversity, equity, and inclusion
PEOPLE
Life at Carta
Careers
Engineering
NEWS
Product release notes
Press
VC Fund Performance Report
Access reliable, accurate data for emerging fund managers
Read the report
Sign In
Request a demo
Explore by Topic
409A Valuations
Announcements
Building Carta
Capdesk
Carta
Carta 2024 Innovators Summit
Carta Launch
Compensation
Compliance
CTC
Data & Research
Educational Essentials
Employee Resource Center
Equity
Equity Education
Featured
Founder Education
From Our CEO
Fund Administration
Fundraising Files
How We Work
Initial Public Offerings
Investors
Issue Briefs
Late-Stage Private Companies
Limited Liability Companies
Liquidity
Markets
Policy
Policy Newsletter
Private Companies
Product Education
Startup Fundraising
Trends
Use Cases
Vauban
Venture Capital
Share on Facebook
Share on Twitter
Share on Linkedin
Share by Email
Equity Education
Cap tables
In this article, we explain everything you need to know about cap tables and equity management. Download a free cap table template to get started.
Equity refresh
An equity refresh grant is a stock grant issued to tenured employees. Equity refreshes help retain top performers and offset the costs of recruiting.
Stock options
Learn about the different types of stock options companies use to compensate employees: incentive stock options (ISO) and non-qualified stock options (NSO).
Form 6251 and AMT
IRS Form 6251 is a worksheet that helps you determine if you owe AMT and how much. You can also calculate your estimated AMT using our AMT calculator.
Stock vesting
In this article, learn the basics of stock option vesting, how vesting works, vesting schedules, and why it matters for startup employees.
Tear sheets
A tear sheet helps LPs understand how their investment is performing. Download our tear sheet example to get started today.
Previous
1
2
3
4
5
6
7
8
9
Next