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Category: Product education

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?”

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.