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Manage equity plans with diverse vesting schedules and distribution rules

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Valuations

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Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Employee equity guide

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Search results

906 entries found

April 2024

Sections 3(c)(1) and 3(c)(7) of the Investment Company Act

Sections 3(c)(1) and 3(c)(7) of the Investment Company Act of 1940 provide pathways for private funds to remain exempt...

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Policy Newsletter

April 2024

FTC bans noncompetes—U.S. Chamber sues

Final push for bipartisan tax package as focus shifts to 2025.

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Investors

April 2024

Portfolio Construction Strategies

Portfolio construction is your venture fund's roadmap. Learn what to include and how to build your first fund...

View

New attitudes toward equity are changing the compensation equation

Data & Research

April 2024

New attitudes toward equity are changing the compensation equation

In a new-look venture climate, stock options and other types of company equity might be losing some of their luster in...

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Equity Education

April 2024

Restricted stock awards (RSA)

Restricted stock awards are a type of restricted stock equity award. Learn how vesting, taxes, and termination work for...

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Data & Research

April 2024

State of pre-seed: Q1 2024

Fundraising for pre-seed companies stayed robust in Q1 2024, dominated by SAFEs and convertible notes; valuation caps...

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Bipartisan stablecoin bill released in the Senate

Policy Newsletter

April 2024

Bipartisan stablecoin bill released in the Senate

If passed, it would provide legal clarity and confer legitimacy on the asset class; SEC Small Business Forum focuses on...

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Startup round sizes got bigger at most stages in Q1

Data & Research

April 2024

Startup round sizes got bigger at most stages in Q1

The median venture round size increased at every stage from seed to Series C during Q1 2024, a welcome development for...

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Announcements

April 2024

Introducing Automated Money Movement

With Automated Money Movement, client requests related to management fees and expense reimbursements will be...

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Privacy push revived – but bipartisan package faces uphill climb

Policy Newsletter

April 2024

Privacy push revived – but bipartisan package faces uphill climb

Federal agencies align to scrutinize competition policies

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FAQ: How Carta can help in your M&A process

Late-Stage Private Companies

April 2024

FAQ: How Carta can help in your M&A process

At every step of the way, Carta can provide resources and tools to make your M&A less stressful. Here are answers to...

Debt financing—including SBA loans, credit lines, and bonds—is when companies borrow money and pay it back, typically...

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