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Issue SAFEs, collect signatures, and move money securely on one platform

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Generate your latest stock-based compensation reports in a few clicks

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Empower your team with actionable tax and equity knowledge

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Execute secondary transactions that fully integrate with your cap table

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Optimize your equity tax benefit with the QSBS tax exemption

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Access capital outside your regular call cadence

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Unlock a seamless tax season with your fund accounting and taxes in one place

ASC 820

Get audit-ready valuations for consistent financial reporting

Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

Waterfall Modeling

Run any waterfall model with a bespoke modeling engine.

Valuations

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

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Distributions

Streamline distributions through cap table and waterfall integration

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

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All Equity Management for LLCs

Track, manage, and view multi-entity ownership structures in one place

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

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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Access tools and services from audit-ready valuations to compliance support

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Get tailored solutions, from extending offers to answering equity questions

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Streamline how you manage equity, stay IRS compliant, and generate reports
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Get tools and services for an easier and more cost-effective fundraise

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For Companies

Find the solutions you need to drive your business forward at any stage

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Built for LLCs, PE-backed companies, and PE funds to manage ownership

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Classroom /Results

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55 entries found

Employee

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...

IRS Form 6251 is a worksheet that helps you determine if you owe AMT and how much. You can also calculate your...

Equity compensation is a non-cash part of overall compensation and benefits. Learn the different types of equity...

View

Employee equity in France: understanding BSPCEs

Equity Education

February 2024

Employee equity in France: understanding BSPCEs

Employee ownership schemes are now available to a wider pool of French workers than ever before, including the most...

View

Understanding equity in German startups & the Future Financing Act

Equity Education

February 2024

Understanding equity in German startups & the Future Financing Act

Learn about equity management in Germany, including ESOPs and VSOPs, and what startups need to know about the Future...

Wondering what determines strike prices and how much your stock options could be worth? Learn about strike prices, and...

Carta's ever-growing glossary of financial and private equity terms will help you understand the jargon that frequently...

Phantom equity (also know as phantom stock) is one of several types of equity LLCs can issue. Learn more about how...

Learn about tender offers, the tendering process, and how tenders work for private and public companies. Get all the...

Secondary block transactions allow investors to buy or sell shares outside company-sponsored transactions. Learn how...

Liquidity events allow shareholders to turn illiquid equity into cash. Learn more about IPOs, M&As, tender offers, and...

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Employee Resource Center

November 2023

Estate and gift taxes for equity

At Carta, we offer gift and estate tax appraisals. Learn everything you need to know about federal estate taxes and...

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