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Issue, track, and process payments for your company's equity securely
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Enter audits with confidence with tailored, cost-effective valuations
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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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Get reliable salary and equity benchmarks
Liquidity
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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For early-stage founders to manage equity and build their cap table
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Automate your back office with solutions from scenario modeling to closings
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Form your fund, administer the first close, and execute capital calls in six weeks
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Unlock a seamless tax season with your fund accounting and taxes in one place
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Form, close, and administer your SPV in just a few clicks
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Guide your fund’s strategy with data-driven precision
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Get audit-ready valuations for consistent financial reporting
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Access capital outside your regular call cadence
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Track tasks, message fund admins, and make approvals-from anywhere
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Providing VCs with an automated back office to help them run funds of any size
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Built for PE funds and portcos (LLC or C-Corp) to manage ownership
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Search results
35 entries found
Liquidity
Filters
Equity Education
March 2025
Form 1099-B
Did you receive Form 1099-B from your broker-dealer? Learn more about Form 1099-B and who receives it in this overview.
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Liquidity
July 2024
Secondary markets
Understand the function of the private secondary market and how companies can benefit from secondary liquidity and secondary market transactions.
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Late-Stage Private Companies
June 2024
Asset sale vs. stock sale
Explore the differences between two types of M&A deal structures: asset sales and stock sales. Learn the tax implications for each type of sale to see whether an asset or stock sale is right for your company.
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Data & Research
June 2024
Is a chilly market for IPOs on the brink of heating back up?
IPOs are the lifeblood of venture capital, but they've been few and far between in recent years. Investors are watching to see if the success of some recent high-profile listings will provide a much-needed spark.
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Founder Education
May 2024
Waterfall analysis
Learn how to model exit scenarios using waterfall analysis. Waterfalls help investors predict how shareholders would be paid out at a future liquidity event.
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Liquidity
April 2024
Leveraged buyout (LBO)
In this guide, learn more about how leveraged buyouts work and the steps required to complete these complex financial transactions.
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March 2024
M&A: A definitive guide to mergers and acquisitions
Read now
March 2024
What happens to stock when a company is bought?
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Data & Research
February 2024
Startup M&A is holding steady despite an IPO chill
Between Q1 2021 and Q1 2022, the number of M&A deals targeting startups on Carta increased by 79%.
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Founder Education
December 2023
Business exit strategies
An exit strategy outlines how and when a founder, CEO, or investor plans to liquidate a company. Learn more about IPOs, M&As, liquidations, and buyouts.
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Liquidity
December 2023
Tender offers
Learn about tender offers, the tendering process, and how tenders work for private and public companies. Get all the answers to your tender offer questions.
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Data & Research
December 2023
Why M&A activity could be poised for a rebound in 2024
Just like in VC, the market for M&A slowed significantly in 2023. Will that change in 2024?
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