IPO Advisory

From private to public, we’ve got you covered

Streamline your transition from private to public equity with Carta, Morgan Stanley at Work and Odyssey.

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Supporting you before and after the IPO

Groundwork for success

Dedicated professionals guide you through the listing process to help avoid costly errors.

Streamlined data integration

Data migration tools ensure cap table information is securely transferred.

Data integrity

IPO Advisory team reviews each cap table to ensure accurate data.

Customized guidance for a streamlined transition

Leverage Carta for private equity management. At IPO, transition to public equity leader Morgan Stanley at Work. Engage Odyssey for full-service transfer agent services.

World-class cap table management, private liquidity, valuations, tax management, compensation benchmarking, and IPO readiness expertise to unlock your company’s potential.

Benefit from a full spectrum of Morgan Stanley offerings including a leading public equity administration platform to reduce management overhead during a public transition.

Get full-service public transfer agent and trust services through Odyssey to ensure regulatory compliance and a smooth entry into the public markets.

On the pathway to an IPO, Carta, Morgan Stanley at Work, and Odyssey provide a cohesive and integrated solution to support companies and their employees as they make the transition to a public company.

Trusted by over 50,000 companies

Carta really helped get in the weeds with us to figure out what exactly we needed to do and how we needed to do it.

Erick DeOliveira

CFO, zSpace

Understanding IPOs

Learn about Initial Public Offerings, also known as IPOs.

IPO readiness checklist

Use this guide to better understand the IPO process.

Business exit strategies

Discover different exit scenarios and how to plan one for your business.

Carta Classroom

Discover educational resources on pre-IPO, liquidity, IPOs and M&A.

FAQs

You have questions, we have resources and answers.

Discover the services and solutions that Carta can provide check in this handbook for late-stage private companies here .

Companies planning to IPO should consider several factors, like vendor selections,drafting the S-1 and audit diligence, to name a few.

This can be overwhelming—which is why Carta offers a bundle of IPO readiness reports to streamline the preparation required for audit and S-1 drafting into one download.

Learn more and access the bundle here .

Morgan Stanley at Work provides a comprehensive suite of services, including equity plan administration, compensation tools, employee financial wellness, and specialized executive services for public companies. Odyssey provides end-to-end support as a public transfer agent, supporting different structures of stock plans, including proxy services, dividends, DRIPs, AGMs, and more.

Carta and Odyssey have created a streamlined process to transfer shareholder information and cap table data between systems, ensuring that data is migrated securely during the IPO process. Our goal is to simplify the migration and reduce implementation costs, timelines, and administrative friction.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. The services referenced herein are provided by Carta, an unaffiliated party. Neither Morgan Stanley Smith Barney LLC ("Morgan Stanley") nor its affiliates are the provider of such services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with, these services. Neither Morgan Stanley nor its affiliates shall be responsible for content of any advice or services provided by Carta. Morgan Stanley or its affiliates may participate in transactions on a basis separate from Carta. Morgan Stanley or its affiliates may receive compensation in connection with referrals made to Carta.