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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
409A Valuations
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
Launch
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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Private Equity Solutions
The first unified software suite delivering precision and control
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For Equity Management
Find the solutions you need to drive your business forward at any stage
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For Fund Management
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
February 2023
Amid an M&A pullback, the market for selling your startup is shifting
M&A activity is up year over year. But it’s also decreased in each of the last three quarters. Here’s how founders should think about the M&A landscape.
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Data & Research
January 2023
The Carta liquidity report: 2022 in review
The private secondary market has evolved amid widespread economic uncertainty.
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Data & Research
November 2022
The Carta liquidity report: Q3 2022
Q3 saw a decline in secondary liquidity across sectors. Our Q3 liquidity report includes analysis of trends in seller participation, transaction volume by stage and sector, and more.
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Data & Research
July 2022
The Carta liquidity report: Q2 2022
How are these factors impacting private market liquidity? As venture capital has slowed after several months of unprecedented activity and rises in
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Employee Resource Center
July 2022
How to sell private company stocks
If your company isn’t public, selling shares can be complicated. Learn how to sell stocks in a private company through tender offers and secondary transactions.
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Equity Education
June 2022
What happens to stock when a company is bought?
When your company is acquired, learn what happens to your vested and unvested stock options, and what to look for when you get issued equity.
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Data & Research
May 2022
The Carta liquidity report: Q1 2022
According to Carta data, the market for secondary liquidity is still heating up.
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Carta
January 2022
The 2021 Carta liquidity report
The movement toward secondary liquidity in the private markets is accelerating fast: Carta completed four times as many secondary transactions for private companies in 2021 than the year before.
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Markets
October 2021
The Carta liquidity report: Q3 2021
Carta liquidity data shows a surge in secondary transactions across 2021.
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Data & Research
June 2021
Liquidity in 2021: A look at tender offers
This year, we’re seeing interest in tender offers far exceed the demand from previous years. Here’s what that looks like.
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Investors
December 2018
Purchase price allocation (PPA)
A Purchase Price Allocation (PPA) is often required for tax and financial reporting following a merger or acquisition. Learn more about how PPA works.
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