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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
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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
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
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For Equity Management
Find the solutions you need to drive your business forward at any stage
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For Fund Management
Providing VCs with an automated back office to help them run funds of any size
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For Private Equity
Built for PE funds and portcos (LLC or C-Corp) to manage ownership
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Launch
For early-stage founders to manage equity and build their cap table
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Founder Education
Equity compensation
Equity compensation is a non-cash part of overall compensation and benefits. Learn the different types of equity startup leaders can offer to their teams.
Cap table management tips from a startup lawyer: Before, during and after investment
Managing company ownership properly is crucial, especially ahead of raising venture capital. A UK startup lawyer explains what effective cap table management looks like and how founders can avoid – and fix – common cap table mistakes.
Building your founding team
In this article, we’ll cover the various startup positions, when to bring on which type of founding team member, and general guidelines to help you build your founding team.
How to transfer LLC ownership
Learn how it works when a member wants to transfer LLC ownership, including guidelines for how to conduct partial and full transfers.
Types of investors
Startups can raise funds from many types of investors. Learn more about angels, accelerators, crowdfunding, VCs, and other types of investors.
Startup metrics and KPIs
This glossary covers the basic startup metrics and startup KPIs to know and when to use them to help grow your business.
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