IPO Advisory

Paving the path from private to public

Streamline your transition from private to public with Carta and our trusted partners at Morgan Stanley at Work, Odyssey, and the New York Stock Exchange.
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Supporting you before and after the IPO

Lay the groundwork for success

Get expert support through the listing process to help avoid costly errors.

Streamline data integration

Securely transfer cap table information with data migration tools.

Maintain data integrity

Ensure cap table accuracy with review from the IPO advisory team.

Customized guidance for a streamlined transition

Leverage Carta for private equity management. At IPO, transition to public equity leader Morgan Stanley at Work. Engage Odyssey for full-service transfer agent services. Leverage the NYSE as your listing venue as you ring the bell!

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From seed round to IPO

World-class cap table management, private liquidity, valuations, tax management, compensation benchmarking, and IPO readiness expertise to unlock your company’s potential.
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Public equity excellence

Benefit from a full spectrum of Morgan Stanley offerings including a leading public equity administration platform to reduce management overhead during a public transition.
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World class IPO listings

Leverage seamless capital raising solutions from private to public with the world’s largest and most trusted equities exchange, while joining an exclusive community of leading companies and accessing a sophisticated suite of capital markets tools and services.
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Transfer and trust support

Get full-service public transfer agent and trust services through Odyssey to ensure regulatory compliance and a smooth entry into the public markets.
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Secure and scalable

On the pathway to an IPO, Carta and our trusted referral partners provide a cohesive and integrated solution to support companies and their employees as they make the transition to a public company.

Trusted by over 50,000 companies

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Carta really helped get in the weeds with us to figure out what exactly we needed to do and how we needed to do it.

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FAQs

You have questions, we have resources and answers.

End-to-end support, from private to public

Prepare for listing day and beyond with all the support you need.
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Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. The services referenced herein are provided by Carta, an unaffiliated party. Neither Morgan Stanley Smith Barney LLC ("Morgan Stanley") nor its affiliates are the provider of such services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with, these services. Neither Morgan Stanley nor its affiliates shall be responsible for content of any advice or services provided by Carta. Morgan Stanley or its affiliates may participate in transactions on a basis separate from Carta. Morgan Stanley or its affiliates may receive compensation in connection with referrals made to Carta.

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