IPO Advisory
Paving the path from private to public
Supporting you before and after the IPO
Lay the groundwork for success
Get expert support through the listing process to help avoid costly errors.
Streamline data integration
Securely transfer cap table information with data migration tools.
Maintain data integrity
Ensure cap table accuracy with review from the IPO advisory team.
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. Leverage the NYSE as your listing venue as you ring the bell!
From seed round to IPO
Public equity excellence
World class IPO listings
Transfer and trust support
Secure and scalable
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.
Related resources
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Understanding IPOs
Learn about Initial Public Offerings, also known as IPOs.
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IPO readiness checklist
Use this guide to better understand the IPO process.
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Business exit strategies
Discover different exit scenarios and how to plan one for your business.
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Carta Classroom
Discover educational resources on pre-IPO, liquidity, IPOs and M&A.
FAQs
You have questions, we have resources and answers.
All late-stage private Carta customers have exclusive access to our IPO Advisory product suite, which includes data cleanup & data migration support, as well as white-glove service as companies migrate to a public equity administrator, transfer agent, and listing venue.
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.
The NYSE, the world’s largest and most trusted equities exchange, provides growth and late-stage companies a comprehensive range of IPO-readiness tools and unparalleled access to IPO listing services. This includes access to an exclusive suite of offerings such as Board Advisory Services, Global Policy Advocacy and select investor-focused tools.
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.
End-to-end support, from private to public
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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.