Liquidity

Liquidity made simple

Run tender offers easily, through an integrated liquidity solution that's connected to your cap table.

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Reduce delays and errors, with cap table integrations that make it easy to launch, transact, and settle tender offers through one platform.
  • Customizable tender offer templates
  • Plan ahead with seller modeling tools
  • In-platform money movement
Man with laptop and UI of estimate net proceeds from liquidity solution
Work with your own dedicated, experienced team to structure and execute tender offers that meet your company’s goals.
  • Support for tender offer preparation
  • Insights for transaction structure
  • White-glove service for unlimited support
Group of people with UI of tender offer overview
Manage the whole tender offer process—set your terms, determine potential buyers, and sign off on all orders, giving you full oversight at every step.
  • Detailed, custom dashboards
  • Receive tax withholding estimates
  • Review, transact, and close in one place
Image of man with summary of tender offer

See Liquidity in action

In this preview, watch a tender offer through the seller’s unique experience.

Learn how you can optimize your equity tax benefit with a QSBS tax exemption.

Get started

Tender offers, with full control

Customize every deal term while maintaining control of your cap table.

Use a tender offer seller model to customize deal parameters—all while working with a liquidity specialist for insights on deal structuring, best practices, and market trends.

When ready, invite eligible sellers to review terms, sign paperwork, and view estimated proceeds and taxes—all through their personal Carta accounts.

In the deal summary, receive a list of all stakeholders, awards, and tax estimates for review. With final approval, all proceeds are distributed, and cap tables updated in a click.

Over $14B of liquidity unlocked to date

atVenu logo - colorBeamery-logo-bwBrex logo - bwH1-logo-bwRecRoom-logo-bw
customer portrait
The Carta platform and team made executing our first tender offer incredibly smooth. The level of support for not just the company, but the shareholders and employees was incredible.
Derek Ball
CEO, atVenu
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Carta worked with us from the start to ensure we had a solid plan to meet our goal. We were happy to offer our employees an opportunity to realize some of the value of their shares.
Devin Basinger
SVP of Operations, H1
customer portrait
What used to be a manual, administrative process has now become automated. When my clients use Carta for tender offers, my team more efficiently runs deals and can focus on strategic, high impact issues.
Jocqui Kaup
Partner, Wilson Sonsini Goodrich & Rosati

Related resources

What is a tender offer?

Get all the answers to your tender offer questions in this informative and free webinar.

What is a liquidity event?

Discover what makes up a liquidity event and the differences between IPOs, M&As, and tender offers.

Secondary markets

Learn about the function of the private secondary market and how it can benefit companies.

Carta Classroom

Find educational resources on liquidity to prepare you for the next stage of your company.

FAQs

You have questions, we have resources and answers.
Do I need to be a Carta customer to run a tender offer?

Yes, having your cap table on Carta is essential to this liquidity product. You can learn more about pricing and plans here .

What is a tender offer?

A tender offer is an opportunity provided and fully controlled by a company to empower its employees or early investors to sell their shares back to the company or other investors before an IPO or a merger.

We do a deep-dive on tender offers and how they work, in this blog post .

Does Carta have template tender offer documents that I can use?

Yes, you can find template offers to purchase and letters of transmittal here .

How can I prepare for a tender offer?

Carta’s Tender Offer Transaction Model report makes it easy to get ready for a tender offer transaction. By directly integrating with your cap table, this report allows you to model stakeholder and security eligibility ahead of a secondary transaction. Learn more here .

How does Carta handle cap table data?

The whole tender offer is confidential; participants are required to sign a non-disclosure agreement. Carta also has a robust defense-in-depth strategy to safeguard customers’ data. Learn more here .

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