What to look for in a 409A report (free sample report)
Download our sample 409A report to see what a complete 409A report looks like and help guide your evaluation of 409A providers.
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Category: Product education
Improving the Carta experience for law firms
Learn more about our recent product improvements we made on Carta for our law firm partners.
Get option grant and 409A valuation approvals without leaving Carta
Carta already simplifies the option grant and 409A valuation processes for private companies, and now we’ve gone a step further. With our updated board resolutions product, we’re making it even easier to get board approval on option grants, 409A valuations, and any other resolutions or exhibits.
Meet Carta for Venture Capital
You’ve used Carta to accept securities and access cap tables. Now we’re building fund admin tools that will change the way you run your back office.
How to write a great investor update
As your company grows, things change quickly. You need to keep your investors up to date but that can be tedious and time-consuming. Carta makes this easier with our newest feature—investor updates.
You get the term sheet, we do the math: introducing scenario modeling
Private companies today have more financing and liquidity options than ever. With the option to stay private longer or go public on a growing number of exchanges, it can be hard for companies and their investors to figure out which exit or funding scenario is best for them. So, we built scenario modeling tools on Carta that show you the impact of future financing rounds or possible exits in seconds.
Reports for public & private companies
As your company scales, and you begin to think about going public or other liquidity options, your reporting requirements increase. We provide a range of reports to help you stay compliant, audit-ready, and on top of your company’s performance as you scale.
Simplify how you manage your portfolio
Tracking key metrics for just one company can be difficult, and comparing performance across your portfolio is nearly impossible—especially when each company’s data is in a different format.
Webinar – Avoiding 409A pitfalls
Watch our recent webinar covering common questions like “what is a 409A valuation?” and “how should common stock value compare with preferred stock value?”
