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Equity Management
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Equity Management
All Equity Management
From issuing early equity to IPO, build and scale your business on one platform
Cap Table Management
Issue, track, and manage your company's equity securely
Valuations
Be audit-ready with fast, cost-effective IFRS and 409A valuations
SAFE Financings
Generate and issue SAFEs with real-time tracking securely from one platform
Financial Reporting
Generate your stock-based compensation reports in a few clicks
Total Compensation
Get reliable salary and equity benchmarks
Liquidity
Execute secondary transactions that fully integrate with your cap table
SPV & Corp Sec
Simplify your equity management by consolidating into a single SPV
Launch
For early-stage founders to manage equity and build their cap table
Get started for free
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
SPVs
Form, close and administer your SPV in just a few clicks
Fund Tax
Unlock a seamless tax season with your fund accounting and taxes in one place
Tactyc Forecasting & Planning
Guide your fund’s strategy with data-driven precision
Fund Formations
Form your fund, administer closings and execute capital calls
ASC 820
Get audit-ready valuations for consistent financial reporting
Carta Carry
Track tasks, message fund admins, and make approvals - from anywhere
Learn more
Solutions
BY ROLE
Founder
Find solutions to build and scale your business — from issuing equity to IPO
Investor
Leverage solutions to support investors at any stage to spend more time on deals
Law Firm
Help your clients issue equity, keep cap tables up to date and stay compliant
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Finance
Access tools and services from audit - ready valuations to compliance support
HR
Get tailored solutions, from extending offers to answering equity questions
Streamline your fundraising
Get tools and services for an easier and more cost-effective fundraise
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Pricing
PRICING & PLANS
For Equity Management
Find the solutions you need to drive your business forward at any stage
View details
For Fund Management
Providing investors an automated back office to help them run funds of any size
View details
Launch
For early-stage founders to manage equity and build their cap table
Get started for free
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Equity Education
Strike price
Wondering what determines strike prices and how much your stock options could be worth? Learn about what a strike price is and how options can gain value over time.
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISOs)? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return.
Accredited investors
Learn what an accredited investor is, requirements and qualifications, why the requirement exists, and how the accredited investor rules may change.
Non-qualified stock options (NSO)
Non-qualified stock options (NSOs) are a type of equity compensation that does not qualify for favorable tax treatment. Learn about NSOs and how they work.
Advisory shares
Learn what advisory shares are, how they work for early-stage companies, and how to start issuing equity to your advisors with this comprehensive guide.
Tear sheets
In finance, a tear sheet helps investors understand how their investment is performing. Learn more about how to create a tear sheet, what to include, and best practices.
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