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All Equity Management
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
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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Early Stage Founder
Our curated collection for early-stage founders
Get inspired and level-up with articles, guides, and tools to help you go from pre-seed to Series B—and everything in between.
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Latest articles
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Getting started
Author:
The Carta Team
Date:
June 2023
featured article
How to start a startup
Founders have several considerations when starting a startup. Here’s what you need to know to take your company from idea to IPO.
Startup Fundraising
July 2023
Startup funding: How to start fundraising
Learn everything you need to know about startup funding, from types of investors and funding rounds to alternative fundraising options and when to start the process.
View
Compensation
April 2023
Employee compensation
Knowing employee compensation basics can be the difference between a thriving company and a failed startup. Learn everything you need to get comp right.
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Founder Education
May 2023
Equity management
Equity management is the process of creating and managing owners in your company. Learn more about what it involves and how Carta can help.
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Popular tools
Pitch deck template
View tool
Cap table template
View tool
Option pool calculator
View tool
Burn rate calculator
View tool
Building a team
How to find a co-founder for your startup
A founder’s guide to selecting a startup law firm
How to find a startup advisor
Board of directors (BoD): What founders need to know
Video courses
VIDEO COURSE
Startup Fundraising 101
Learn about the ins and outs of startup fundraising.
VIDEO COURSE
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
VIDEO COURSE
The seed round
Ready to create your first cap table? Begin the journey of a fictional company as we build a cap table from scratch, bring in an advisor, raise early funding rounds, and hire our first employees.
VIDEO COURSE
Startup Fundraising 101
Learn about the ins and outs of startup fundraising.
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
The seed round
Ready to create your first cap table? Begin the journey of a fictional company as we build a cap table from scratch, bring in an advisor, raise early funding rounds, and hire our first employees.
Fundraising
Priced rounds
A priced round is when an investment is exchanged for equity in a company based on its valuation. Learn more about priced rounds and how they work.
Pre-money vs. post-money SAFEs
Learn the difference between pre-money and post-money SAFEs (Simple Agreement for Future Equity) and how each can impact your equity ownership.
Convertible securities
In this article, we’ll cover everything you need to know about two common types of convertible securities, specifically SAFEs and convertible notes.
State of Private Markets: Q2 2024
In Q2 2024, the venture ecosystem showed modest signs of improvement.
Priced rounds
A priced round is when an investment is exchanged for equity in a company based on its valuation. Learn more about priced rounds and how they work.
Pre-money vs. post-money SAFEs
Convertible securities
State of Private Markets: Q2 2024
Explore the Fundraising Collection
The easiest way to issue SAFEs
Create agreements, collect signatures, and receive funding—all through one connected platform.
Learn more
Managing your cap table
Option pools
How to notify Companies House of a cancellation of shares (SH06)
Employee stock ownership plans (ESOP)
Cap tables
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Taxes
Policy Newsletter
August 2024
R&D tax bill dies in the Senate
Crypto remains focus of bipartisan interest.
View
Policy Newsletter
July 2024
Post-Chevron world begins to take shape
SEC declines to seek Fifth Circuit review of PFA decision.
View
Policy Newsletter
July 2024
Election preview: The GOP ticket
States step in on AI liability policy.
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Explore the Taxes Collection
Try Carta Launch
Issue equity and SAFEs, track ownership, and manage your cap table with Carta's free platform for early-stage founders.
Learn more
Valuations
409A valuation
State of Private Markets: Q2 2024
Seed valuations climbed to near-record heights in Q2
How a decline in dilution is reshaping the fundraising landscape
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Latest articles
Educational Essentials
September 2024
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.
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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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Limited Liability Companies
June 2024
LLC funding
Learn how fundraising works for limited liability companies, including the differences between funding for LLCs vs. corporations, and what types of investors are available.
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Employee Resource Center
June 2024
Cashless exercise
Learn how a cashless exercise of stock options works, including tax implications to consider when exercising ISOs or NSOs.
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