Proactively manage your equity pool with Carta’s New Hire Equity Forecast report

Proactively manage your equity pool with Carta’s New Hire Equity Forecast report

Author: The Carta Team
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Read time:  2 minutes
Published date:  November 14, 2023
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Updated date:  December 18, 2023
Effortlessly calculate the shares you’ll need for your hiring plan, minimize dilution, and share the insights with your team and board.

Growing your company requires making smart decisions about how much equity to give to new employees. Traditionally this has been a cumbersome process that didn’t accurately take into account different job roles, levels, and locations—or enable companies to quickly and easily forecast how new hire grants would impact the existing equity pool.

Carta’s New Hire Equity Forecast report changes that. Now you can effortlessly calculate the approximate number and value of shares you’ll need for your hiring plan, minimize unnecessary dilution, and easily share the insights with your team and board. 

Here’s what you can do with Carta Total Comp’s New Hire Equity Forecast report: 

Save time gathering data: Say goodbye to manually aggregating data from disparate sources. The New Hire Equity Forecast report automatically pulls your last preferred price from your cap table, number of fully diluted shares, and benchmarking data from Carta Total Comp to help you calculate the number and value of shares to be issued for each new hire into a single, user-friendly spreadsheet. 

Accurately forecast new hire equity pool allocations: By automatically pulling the most accurate and up-to-date data from your cap table and Carta Total Comp benchmarks into one simple spreadsheet, you can make informed decisions on equity allocation. This ensures optimal utilization of your equity pool, aligning with your company's strategic growth plans.

Share data-driven decisions with your board: Generate an easy-to-share report detailing the approximate number and value of shares you expect to issue based on your hiring plan. Then use this data to forecast the impact to your equity pool runway, so you can keep your investors and board informed.  

With Carta Total Comp, you’ve always had access to the most recent, relevant, and reliable salary and equity benchmarks, built from the largest set of private market data. Now we’ve made it even easier to use this data to make compensation decisions and manage your equity pool. 

Proactively manage your equity pool to reduce dilution
See how Carta Total Comp’s New Hire Equity Forecast report can help you make better compensation decisions.
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DISCLOSURE: This publication contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services.  This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests.  Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor.  This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security.  Carta does not assume any liability for reliance on the information provided herein. © 2023 eShares, Inc. dba Carta, Inc. All rights reserved. Reproduction prohibited.

The Carta Team
Author: The Carta Team
While we believe in assigning ownership at Carta, this blog post belongs to all of us.