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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
Launch
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
Forecasting & Planning
Guide your fund’s strategy with data-driven precision
ASC 820
Get audit-ready valuations for consistent financial reporting
Capital Call Line of Credit
Access capital outside your regular call cadence
Carta Carry
App
Track tasks, message fund admins, and make approvals-from anywhere
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For Equity Management
Find the solutions you need to drive your business forward at any stage
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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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Launch
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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Additional collections
Taxes
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Popular articles
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISO) in 2024? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return in 2025.
Capital gains
Capital gains are profits you make from selling a capital asset. Learn the difference between short-term and long-term capital gains and how taxes work for each.
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
Advisory shares
Learn what advisory shares are, how they work for early-stage companies, and how to start issuing equity to your advisors with this comprehensive guide.
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISO) in 2024? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return in 2025.
Capital gains
Exercising stock options
Advisory shares
View more
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
article
How this psychedelic drug company went private and raised a $103M Series A
The CEO of Reunion Neuroscience, a company developing a drug to treat postpartum depression and mental health distress related to cancer, took a unique approach to advance company goals.
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article
Streamlining equity issuance with Carta’s Draft Option API
This integration allows shared customers with our partners to draft option grants and generate legal documents for issuing equity directly from the Carta dashboard.
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article
State of Private Markets: Q3 2024
In the aftermath of the remarkable pandemic bull run of 2021 and early 2022, the venture market has settled into a new normal. The third quarter showed upward trends at the later stages in deal activity and M&As.
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article
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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article
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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article
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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article
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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article
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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article
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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