By marrying service and technology, we set out to create a system of record for fund managers and their investors.
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Category: Product education
Law firms can add clients directly to Carta Launch in just a few minutes—directly from their law firm account. Clients will need to upgrade from
As a growing company, the last thing you want to do when your equity management needs change is to switch over to a new platform.
We’ve made it easier for investors to navigate and track their portfolio.
Carta makes it easier to keep your cap table up to date and stay compliant throughout your company’s lifecycle.
Learn about the improvements we’ve made to the Carta employee exercising flow, including educational content, estimated tax breakdowns, and more.
Download our sample 409A report to see what a complete 409A report looks like and help guide your evaluation of 409A providers.
Learn more about our recent product improvements we made on Carta for our law firm partners.
Carta already simplifies the option grant and 409A valuation processes for private companies, and now we’ve gone a step further. With our updated board resolutions product, we’re making it even easier to get board approval on option grants, 409A valuations, and any other resolutions or exhibits.