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Equity Management
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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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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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Access reliable, accurate data for emerging fund managers
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Fund Formation
A comprehensive guide for emerging VCs didn't exist, so we built one.
Starting a VC firm is a complex process. Leverage our resources as you build your first fund.
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VC 101
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Portfolio management
Structures
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Getting started
Author:
Rita Astoor
Date:
October 2023
featured article
How to start a venture capital firm
Learn how to launch your firm, how to start a VC fund, and what it means to transition to the founding GP role. What it means to be the founding GP and what investors expect of you in this role.
Investors
August 2022
Venture capital fund structures
Thinking of starting your own venture capital fund? Learn the legal vocabulary of VC fund structure, including LPs, GPs, LPAs, and LLCs.
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Investors
January 2025
Fund management
Understand the key components of fund management for private equity and venture capital funds. We'll cover how fund management works throughout a fund's lifecycle—from capital allocation, risk management, portfolio company oversight, asset management, and fund administration.
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Investors
September 2023
Investment thesis
An investment thesis clarifies how you’ll make money for your fund’s LPs. Learn how to write a great thesis so you can develop a winning fund strategy.
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The Venture Playbook: Starting a fund
Learn the ins and outs of venture — from launching your firm to supporting your portfolio companies.
Download
VC 101 video course
VIDEO COURSE
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
VIDEO COURSE
VC regulations
Get familiar with the regulatory landscape by knowing its areas of focus, registration requirements, and exemptions.
VIDEO COURSE
Limited partnerships & management companies
Understand the limited partnership agreement (LPA) and the big role management companies play in VC.
VIDEO COURSE
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
VC regulations
Get familiar with the regulatory landscape by knowing its areas of focus, registration requirements, and exemptions.
Limited partnerships & management companies
Understand the limited partnership agreement (LPA) and the big role management companies play in VC.
Popular tools
LP pitch deck template
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IRR calculator
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VC regulatory playbook
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Investor update template
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Portfolio management
How to write an investment memo
What is a tear sheet?
How to write an investment thesis
What is a fund closing?
The venture capital regulatory playbook
Discover your end-to-end resource for understanding the basics in venture capital regulation.
Download
Fund structures
Venture capital fund structures overview
Limited partner (LP)
General partner (GP)
Limited partnership agreement (LPA)
Fund management
Author:
Rita Astoor
Date:
January 2025
featured article
Fund management
Understand the key components of fund management for private equity and venture capital funds. We'll cover how fund management works throughout a fund's lifecycle—from capital allocation, risk management, portfolio company oversight, asset management, and fund administration.
Investors
April 2024
Carried interest
Carried interest is how private equity firms compensate and incentivize their general partners. In this article, we'll explain how carried interest works.
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Investors
February 2024
Capital calls
When venture capitalists are ready to invest in a private company, they usually have to make a capital call first. Learn more about capital calls in private equity.
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Investors
August 2020
ASC 820
When you’re managing your investment portfolio, you need accurate financial reports to help you make knowledgeable decisions and keep your LPs informed of the current state of the fund’s investments. That’s where ASC 820 comes in.
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Learn more
Fund performance
How VCs measure fund performance
Sharing your track record as an emerging VC
Internal Rate of Return: How to calculate IRR
Regulations
Author:
Holli Heiles Pandol
Date:
December 2022
featured article
Venture capital regulations
The SEC regulates most aspects of venture capital funds and fund managers. Learn more about private fund regulation requirements to remain compliant.
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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Equity Education
July 2023
Accredited investors
Learn what an accredited investor is, requirements and qualifications, why the requirement exists, and how the accredited investor rules may change.
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Investors
August 2022
Regulation D
Regulation D outlines some of the rules private funds and companies can follow to raise money by selling securities without having to register.
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Learn more
Taxes
Author:
Jeffrey Johnson, CPA
Date:
September 2022
featured article
Venture capital tax treatment
Learn about venture capital tax treatment—and what LPs expect from your fund during tax season.
Carta
February 2023
Schedule K-1 tax form
In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form, a key tax document for LLCs.
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Educational Essentials
August 2023
Qualified small business stock (QSBS)
Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.
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Investors
April 2024
Carried interest
Carried interest is how private equity firms compensate and incentivize their general partners. In this article, we'll explain how carried interest works.
View
Latest articles
Policy Newsletter
February 2025
Carried interest in the crosshairs
Tax reform continues to dominate D.C., with the carried interest loophole joining QSBS as potential casualties. Meanwhile, crypto hits the fast track on the Hill and at the SEC.
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Investors
February 2025
Special purpose vehicle (SPV)
Learn about special purpose vehicles (SPVs), including what they are, how they work, and how they differ from conventional private funds.
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Data & Research
February 2025
IPO activity has increased two years in a row. Will 2025 make it three?
Opportunities for shareholders in private companies to generate liquidity through IPOs have grown more frequent. Another year of increased IPO activity may be a realistic expectation.
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Policy Newsletter
January 2025
QSBS enters the chat
The Qualified Small Business Stock exclusion for shareholders faces potential threats amid tax reform cost pressures. Here's why it must be preserved, and what it means for the innovation economy.
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Policy
January 2025
2025 Policy Outlook: Implications for the private capital ecosystem
Here’s what to expect from Congress and the new administration in 2025 and how the policy agenda will impact the innovation ecosystem—private equity, venture capital, and the startups and small businesses they support.
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Investors
January 2025
Fund management
Understand the key components of fund management for private equity and venture capital funds. We'll cover how fund management works throughout a fund's lifecycle—from capital allocation, risk management, portfolio company oversight, asset management, and fund administration.
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Fund Administration
January 2025
Fund administration
Fund administration is a third-party service that handles venture fund accounting, LP reporting, asset valuation, capital calls, and capital distributions.
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Product Education
January 2025
Carta's Product Year in Review: 2024
In 2024, we focused on delivering solutions that enhance accuracy, give investors control, and streamline operations—so you can focus on scaling your firm. Here's a look back at everything we accomplished together this past year.
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Data & Research
December 2024
Five ways the seed market shifted for startups in Q3
While the high-level numbers have nosed down, other key metrics—like valuations and round sizes—are trending up at the seed stage. And some of these statistics look very different across different common sectors.
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