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Policy Newsletter
May 2023
Private fund industry pushes back on SEC’s custody rule proposal
Bank fallout continues as FDIC proposes special assessment for large banks.
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Announcements
May 2023
Carta and ChartHop work together on new API integration to enhance company and employee access to HR data
ChartHop customers using Carta can automatically integrate Carta equity data into their ChartHop account to easily view all their HR data in one place.
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Equity Education
May 2023
Customizing multiple LLC equity types for different groups of employees
Two or more groups of employees may have different incentives, performance goals, and retention schemes that do not easily fit into one type of LLC equity plan.
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Equity Education
May 2023
Thinking of converting from LLC to C-Corp? Here’s an equity plan to consider
Many LLC founders and executives want to know what type of equity plan will easily convert with the company when it ultimately converts to a corporation.
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Equity Education
May 2023
An LLC equity plan that requires no cash payment from employees
For companies organized as LLCs taxed as partnerships, there is an equity option for employees that is both non-taxable and requires no cash payment.
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Equity Education
May 2023
How to grant LLC equity that allows employees to keep employee status
In the LLC context, there are two common approaches to addressing this issue: create a separate entity, or issue unit appreciation rights.
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Equity Education
May 2023
How LLCs can use the profits interest ‘catch-up’ provision to make key hires
LLCs have an option if they want to provide equity recipients with economic rights to current capital value of the LLC as of the date of the grant.
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Policy Newsletter
May 2023
Banking turmoil persists without systemic response
SEC approves reporting requirements for large SEC-registered funds
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Investors
May 2023
Coyote Ventures is funding more pleasure, less pain for women
Jessica Karr uses her training as a scientist to lead Coyote Ventures, a firm investing in solutions for women's health and wellness.
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Data & Research
May 2023
State of Private Markets: Q1 2023
Q1 2023 was the slowest quarter for both capital raised and deal count since 2017.
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Policy Newsletter
April 2023
Committee approves bills on accredited investor and emerging funds
House Committees team up on crypto framework
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Announcements
April 2023
Hire globally with new international salary and equity compensation data on Carta Total Compensation
Hiring globally just got easier. Carta adds international salary and equity compensation data to its platform, exclusively available to customers using Carta Total Compensation.
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