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Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

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Run any waterfall model with a bespoke modeling engine.

Valuations

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Generate automated and audit-defensible ASC 718 reports

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Streamline distributions through cap table and waterfall integration

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Learn more about new private fund adviser rules and what these changes mean for your fund

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For LLCs

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Manage equity plans with diverse vesting schedules and distribution rules

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Run any waterfall model with a bespoke modeling engine

Distributions

Streamline distributions through cap table and waterfall integration

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Employee equity guide

Learn how to build an employee equity plan that is right for you

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Search results

912 entries found

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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The next era of compensation management with Carta + Rippling

Announcements

April 2024

The next era of compensation management with Carta + Rippling

The deepened integration means that salary and equity benchmarks built from over 40,000 startups will be available at...

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How seed startups are extending their runways

Data & Research

April 2024

How seed startups are extending their runways

An increasing number of seed-stage rounds are extension financings, or bridge rounds.

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SEC Commissioner takes aim at SEC’s (lack of) engagement

Policy Newsletter

April 2024

SEC Commissioner takes aim at SEC’s (lack of) engagement

With the tax bill stalled on the Hill, the outlook for a restored R&D expense provision looks bleak.

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First Cut — State of Private Markets: Q1 2024

Featured

April 2024

First Cut — State of Private Markets: Q1 2024

Valuations and round sizes rose at most stages in Q1 2024.

An equity refresh grant is a stock grant issued to tenured employees. Equity refreshes help retain top performers and...

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Policy

April 2024

Private fund adviser rules

SEC’s Private Fund Adviser rules put new restrictions and requirements on registered investment advisers and exempt...

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