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From issuing early equity to IPO, build and scale your business on one platform
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Issue, track, and process payments for your company's equity securely
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Enter audits with confidence with tailored, cost-effective valuations
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Issue SAFEs, collect signatures, and move money securely on one platform
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Generate your latest stock-based compensation reports in a few clicks
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Empower your team with actionable tax and equity knowledge
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Get reliable salary and equity benchmarks
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Execute secondary transactions that fully integrate with your cap table
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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
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Leverage a suite of products and services to support your firm at every stage
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Automate your back office with solutions from scenario modeling to closings
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Form your fund, administer the first close, and execute capital calls in six weeks
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Unlock a seamless tax season with your fund accounting and taxes in one place
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Form, close, and administer your SPV in just a few clicks
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Guide your fund’s strategy with data-driven precision
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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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Providing VCs with an automated back office to help them run funds of any size
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Built for PE funds and portcos (LLC or C-Corp) to manage ownership
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Corporate Transparency Act
Explore exclusive resources for startups and small businesses
Our filing checklist, expert-written articles, and webinars can help prepare your company for BOI reporting under the Corporate Transparency Act.
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Author:
The Carta Team
Date:
January 2025
featured article
Understanding the Corporate Transparency Act (CTA)
Learn about the Corporate Transparency Act (CTA) for private companies, including reporting requirements, filing penalties, and possible exemptions. Download a free compliance checklist to get started.
Policy
January 2025
How the Corporate Transparency Act impacts private funds
Many private funds and private fund advisers will be exempt from CTA reporting requirements. But some entities within a fund’s organizational structure may not be covered by an exemption, and are thus subject to BOI reporting requirements
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Issue Briefs
January 2025
Corporate Transparency Act: Issue brief
The new Corporate Transparency Act requirements begin January 1, 2024, and business entities subject to the rules will face significant new reporting and recordkeeping obligations.
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Policy Newsletter
January 2025
Carta joins push for FinCEN clarity on corporate transparency rules
Grayscale wins case against SEC in fight for Bitcoin ETF; IRS issues long-awaited reporting guidance for digital-asset brokers
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Prepare for filing
Download our comprehensive CTA compliance checklist before filing your Beneficial Ownership report
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Reporting requirements
News: Carta helps new startups comply with CTA
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Virtual event with FinCen: CTA reporting requirements
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Support article: Reporting Beneficial Ownership Information
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Demo video: How to file with Carta
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What is the Corporate Transparency Act?
In this episode of Startup Essentials, we dive into the Corporate Transparency Act (CTA) — a piece of legislation aimed at combating money laundering, terrorist financing, and other illicit financial activities.
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Latest articles
Equity Education
February 2025
Rule 701
Under Rule 701, private companies can issue up to a certain amount of equity to employees in a 12-month period. Learn more about the Rule 701 exemption and its disclosure requirements.
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Policy
April 2024
Sections 3(c)(1) and 3(c)(7) of the Investment Company Act
Learn the key differences between the exemptions for private funds offered by Section 3(c)(1) and Section 3(c)(7) of the Investment Company Act.
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Investors
April 2024
Rule 506(b) vs. Rule 506(c)
Raising capital in a Rule 506(b) vs. Rule 506(c) offering is a critical choice for GPs of private funds. Learn the differences between these rules before fundraising.
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Venture Capital
March 2024
Exempt reporting adviser (ERA)
An exempt reporting adviser is a type of investment adviser that is not required to register with the SEC or a state securities regulator.
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Policy
February 2024
The venture capital regulatory playbook
Carta’s venture capital regulatory playbook gives fund managers a comprehensive guide to the current state of private market regulation.
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Policy
January 2024
Registered investment adviser (RIA)
A registered investment adviser (RIA) is anyone whose work in the financial sector requires them to register with the SEC or a state securities authority.
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Venture Capital
January 2024
Form ADV
Form ADV is a disclosure document that all investment advisers must submit to the SEC and to relevant state securities regulators.
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Investors
October 2023
AML & KYC
Know your customer (KYC) checks help companies and financial institutions comply with anti-money laundering (AML) regulations. Learn the differences.
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Investors
September 2023
Cayman Islands AML & KYC requirements
This article covers what you need to know about anti-money laundering (AML) and know your customer (KYC) requirements for funds in the Cayman Islands.
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