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From issuing early equity to IPO, build and scale your business on one platform
Cap Table Management
Issue, track, and process payments for your company's equity securely
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Enter audits with confidence with tailored, cost-effective valuations
SAFE Financings
Issue SAFEs, collect signatures, and move money securely on one platform
Financial Reporting
Generate your latest stock-based compensation reports in a few clicks
Equity Advisory
Empower your team with actionable tax and equity knowledge
Total Compensation
Get reliable salary and equity benchmarks
Liquidity
Execute secondary transactions that fully integrate with your cap table
QSBS Attestation
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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Fund Management
All Fund Management
Leverage a suite of products and services to support your firm at every stage
Fund Administration
Automate your back office with solutions from scenario modeling to closings
Fund Formations
Form your fund, administer the first close, and execute capital calls in six weeks
Fund Tax
Unlock a seamless tax season with your fund accounting and taxes in one place
SPVs
Form, close, and administer your SPV in just a few clicks
Tactyc Forecasting & Planning
Guide your fund’s strategy with data-driven precision
ASC 820
Get audit-ready valuations for consistent financial reporting
Capital Call Line of Credit
Access capital outside your regular call cadence
Carta Carry
App
Track tasks, message fund admins, and make approvals-from anywhere
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For Equity Management
Find the solutions you need to drive your business forward at any stage
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Providing VCs with an automated back office to help them run funds of any size
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For Private Equity
Built for PE funds and portcos (LLC or C-Corp) to manage ownership
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For early-stage founders to manage equity and build their cap table
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Discover equity trends and benchmarks for PortCo leadership teams
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Search results
35 entries found
Liquidity
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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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Initial Public Offerings
December 2023
IPO readiness
This IPO readiness guide includes a checklist and timeline for pre-IPO companies that are in the process of transitioning from private to public.
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Liquidity
December 2023
Liquidity events
Liquidity events allow shareholders to turn illiquid equity into cash. Learn more about IPOs, M&As, tender offers, and other secondary transactions.
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Liquidity
September 2023
The Carta liquidity report: H1 2023
Trends in the market for secondary liquidity suggest the pace of transactions may soon pick up.
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Employee Resource Center
September 2023
How equity-holding employees can prepare for an IPO
If your company is going public soon, here's what you can do to be IPO-ready.
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Data & Research
September 2023
Startups, VCs navigate a new-look exit environment in 2023
Venture-backed companies are still finding exits. But to do so, they must navigate a challenging macro environment.
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Liquidity
August 2023
Liquidation preferences
We cover both standard and non-standard terms for each of the various rights and liquidation preferences, and how they can affect stockholder payouts.
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Liquidity
June 2023
Special purpose acquisition company (SPAC)
Learn what a SPAC is, how the deal process works, and how a special purpose acquisition company merger differs from a traditional IPO.
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Founder Education
April 2023
The M&A process
Navigating the decision requires founders to understand the dynamics of the most common M&A deal structures and evaluate personal and professional goals.
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Carta
March 2023
Mergers and acquisitions (M&A)
Learn the basics of M&A transactions and how to navigate support, tools and other helpful solutions in this complete guide.
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Investors
March 2023
Pari-passu
Pari-passu is a type of investor preference where all preferred shareholders in a company have equal distribution rights during a liquidation event.
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Liquidity
March 2023
Initial public offerings (IPO)
An IPO is when a private company trades shares on a public stock exchange for the first time. Learn more about the IPO process & alternative exit options.
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