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Category: Product education

How to write a great investor update

As your company grows, things change quickly. You need to keep your investors up to date but that can be tedious and time-consuming. Carta makes this easier with our newest feature—investor updates.

You get the term sheet, we do the math: introducing scenario modeling

Private companies today have more financing and liquidity options than ever. With the option to stay private longer or go public on a growing number of exchanges, it can be hard for companies and their investors to figure out which exit or funding scenario is best for them. So, we built scenario modeling tools on Carta that show you the impact of future financing rounds or possible exits in seconds.

Reports for public & private companies

As your company scales, and you begin to think about going public or other liquidity options, your reporting requirements increase. We provide a range of reports to help you stay compliant, audit-ready, and on top of your company’s performance as you scale.

Simplify how you manage your portfolio

Tracking key metrics for just one company can be difficult, and comparing performance across your portfolio is nearly impossible—especially when each company’s data is in a different format.

Webinar – Avoiding 409A pitfalls

Watch our recent webinar covering common questions like “what is a 409A valuation?” and “how should common stock value compare with preferred stock value?”

Help us shape the future of board management

Over the past few months, we’ve had hundreds of customers using the first version of our board management product.

Meet Carta for public companies

Carta now offers transfer agent automation services and equity plan administration software for public companies.

Understanding tax implications of tender offers

Private tender offers are a popular option for private companies to offer early employees and investors liquidity. Do you understand their tax implications?

Introducing Carta’s new navigation

Starting March 4th, we will roll out a navigation update to Carta. In addition to building for the future, this redesign was an opportunity for us to take what we’ve heard and learned from you and improve our current design.