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Equity Management
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
Tactyc 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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The first unified software suite delivering precision and control
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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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For early-stage founders to manage equity and build their cap table
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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
May 2025
Carried interest
In this article, you will learn about the purpose of carried interest and how it works within the private fund industry, including specific examples of how carried interest is taxed and how it differs from ordinary income.
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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
April 2025
ASC 820
Investment portfolio managers need accurate financial reports to help with decision-making and LP relations. 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:
The Carta Team
Date:
April 2025
featured article
Venture capital tax treatment
Learn about venture capital tax treatment—and what LPs expect from your fund during tax season.
Carta
June 2025
Schedule K-1 tax form
A Schedule K-1s is a key tax document used by LLCs and other pass-through entities. In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form.
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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
May 2025
Carried interest
In this article, you will learn about the purpose of carried interest and how it works within the private fund industry, including specific examples of how carried interest is taxed and how it differs from ordinary income.
View
Latest articles
Product Education
June 2025
Building for private capital: Product principles that power Carta
Our product principles keep us bold, focused, and solving real-world problems. Here's what guides us and how we craft software for the unique world of private capital.
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Data & Research
June 2025
VC Fund Performance Q1 2025
Data from more than 2,500 venture funds that currently use Carta Fund Administration gives us a revealing snapshot of fund performance, including IRR, DPI, and TVPI.
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Policy Newsletter
June 2025
Senate poised to unveil tax plan with impacts on innovators
SEC withdraws investment adviser proposals…except KYC; U.S.-China framework unlocks rare earth minerals but maintains tariff rates
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Policy Newsletter
June 2025
Tax bill faces challenges beneath Trump-Musk divide
Big, Beautiful Bill debate turns ugly; navigating tariff turmoil; push for greater retail access to private markets continues; and Carta & Mayer Brown to co-host event in NYC on June 17
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Equity Education
June 2025
Tear sheets
In finance, a tear sheet helps investors understand how their investment is performing. Learn more about how to create a tear sheet, what to include, and best practices.
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Investors
June 2025
Qualified purchaser
A qualified purchaser can invest in unregistered securities. Learn how the SEC defines a qualified purchaser, how it differs from an accredited investor, and the requirements needed to qualify.
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Carta
June 2025
Schedule K-1 tax form
A Schedule K-1s is a key tax document used by LLCs and other pass-through entities. In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form.
View
Fundraising Files
June 2025
How a stressful board meeting—and a little luck—led to a large seed round
A founder shares lessons on efficient fundraising, strong investor communication, and goal-setting while building a startup that reimagines how boards operate.
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Fund Administration
June 2025
Run your firm smarter and leaner: Connect expense management with fund admin in one platform
Carta + Ramp. Now, we’re talking.
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