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From issuing early equity to IPO, build and scale your business on one platform
Cap Table Management
Issue, track, and process payments for your company's equity securely
409A Valuations
Enter audits with confidence with tailored, cost-effective valuations
SAFE Financings
Issue SAFEs, collect signatures, and move money securely on one platform
Financial Reporting
Generate your latest stock-based compensation reports in a few clicks
Equity Advisory
Empower your team with actionable tax and equity knowledge
Total Compensation
Get reliable salary and equity benchmarks
Liquidity
Execute secondary transactions that fully integrate with your cap table
QSBS Attestation
Optimize your equity tax benefit with the QSBS tax exemption
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For early-stage founders to manage equity and build their cap table
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Fund Management
All Fund Management
Leverage a suite of products and services to support your firm at every stage
Fund Administration
Automate your back office with solutions from scenario modeling to closings
Fund Formations
Form your fund, administer the first close, and execute capital calls in six weeks
Fund Tax
Unlock a seamless tax season with your fund accounting and taxes in one place
SPVs
Form, close, and administer your SPV in just a few clicks
ASC 820
Get audit-ready valuations for consistent financial reporting
Capital Call Line of Credit
Access capital outside your regular call cadence
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Track tasks, message fund admins, and make approvals-from anywhere
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For Equity Management
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For Fund Management
Providing VCs with an automated back office to help them run funds of any size
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For Private Equity
Built for PE funds and portcos (LLC or C-Corp) to manage ownership
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For early-stage founders to manage equity and build their cap table
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For founders
From issuing your first SAFE to celebrating your IPO, let us guide you through the ins and outs of building your startup.
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For investors
Forming your first fund? Get to know the basics of private equity and venture—from metrics to legal structures.
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For employees
Get the information you need to unlock the power of your equity compensation.
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Popular articles
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
Advisory shares
Learn how advisory shares work for early-stage companies and download a free advisory agreement template to start issuing equity to your advisors.
409A valuation
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
83(b) elections
The tax implications of an 83(b) election vary by the type of equity you hold. In this article, we cover important due dates, filing information, and what to include in form 83(b).
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
Advisory shares
409A valuation
83(b) elections
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Video curriculums
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
VIDEO COURSE
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
VIDEO COURSE
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
VIDEO COURSE
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
LLC Blueprints
Bring the power of employee ownership to your company with this guide on six LLC equity types and how to implement them.
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Popular tools
Cap table template
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Option pool calculator
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2024 AMT calculator
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Burn rate calculator
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Latest articles
Founder Education
September 2024
Business tax deadlines 2025: Corporations and LLCs
Key tax deadlines are coming up in 2025 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.
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Private Companies
September 2024
Black-Scholes Model (BSM)
Learn how to use the Black-Scholes Model to value stock options in a private company, including the BSM formula, key assumptions, and limitations.
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Late-Stage Private Companies
September 2024
Rollover equity
Learn how rollover equity works during PE M&A deals, including advantages, disadvantages, and tax treatment for buyers and sellers.
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Compensation
August 2024
Option pools
A stock option pool’s size affects share prices, ownership dilution, and company value. Here’s what you need to know to calculate an employee option pool.
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Founder Education
August 2024
Founder shares
Learn how founders' shares work, common ways to structure equity for founders, and how to mitigate risks like stock dilution and disputes among co-founders.
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Featured
July 2024
State of startup compensation, H1 2024
Carta data shows that companies have become leaner and salary benchmarks have remained flat across much of the ecosystem.
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Capdesk
July 2024
How to notify Companies House of a cancellation of shares (SH06)
UK companies must submit an SH06 form to Companies House within 28 days of cancelling shares. Learn how to complete and file an SH06, and how Carta simplifies the process.
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Limited Liability Companies
July 2024
LLC membership interests
Learn about LLC membership interests, when they can be issued, and how to transfer units among members. We'll also cover the differences between membership interests and equity compensation.
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Data & Research
July 2024
How a decline in dilution is reshaping the fundraising landscape
Over the past five years, dilution levels have declined at every stage of startup life. This can have compounding effects for the makeup of company cap tables.
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