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Founder Education
December 2023
Financial audit preparation
Learn what the process looks like for private companies, what auditors look for, and how to best prepare.
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Fundraising
December 2023
Series B funding
Series B funding is a priced round startups typically raise from VC investors. Here’s what you need to know about raising your Series B.
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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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Policy Newsletter
December 2023
Private markets champion Patrick McHenry to retire from Congress
The House Financial Services Committee chairman supported entrepreneurs and investment opportunities; SEC signals renewed assault on private markets
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Late-Stage Private Companies
December 2023
The Carta Handbook for Late-Stage Private Companies
Leaders at mature private companies have plenty to navigate on their way to an eventual exit. This handbook lays out key steps and provides tips.
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Equity Education
December 2023
RSU vs. stock options
Companies often move from stock options to RSUs as they become larger. Learn more about the difference between RSUs vs options.
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Founder Education
December 2023
Form 1120-S
Form 1120-S is a form used by U.S. S-Corporations to file income tax returns to the IRS. Learn more about 1120-S and deadlines for the 2023 tax year.
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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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Policy Newsletter
December 2023
Congress scrambles to finalize year-end legislation
SCOTUS decision could limit SEC authority
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article
December 2023
Annual Equity Report 2023
Annual equity report 2023
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409A Valuations
November 2023
What to look for in a 409A provider
A 409A valuation should be strategic—not perfunctory. Carta can help companies of all sizes get a fast, accurate, and data-backed valuation in a matter of days.
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Founder Education
November 2023
Bootstrapping
Many startup founders use their own money before seeking out funding from investors. Here's what you need to know about bootstrapping your startup.
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