Liquidity
Design and execute your liquidity plan
Design your liquidity plan
Centralize payout, proceeds, and volume forecasts in one dashboard, giving your team, investors, and employees clear visibility.
- Customizable tender offer templates
Manage investor documents, track status
- Model your liquidity plan
Forecasting tools, model with net proceeds
- Administer on one platform
Review offer terms, sign docs, transact
Partner with liquidity experts
Work with a dedicated team to structure and execute tender offers that meet your goals—from cap table cleanup to IPO readiness.
- Prepare for your offer with legal team support
Legal document signing, tax considerations
- Help your board stay informed
Compliance reports, sign consents
- First-class and unlimited support
Transaction structure insights, benchmarks
Ensure complete oversight
Manage the entire liquidity process in one place—choose buyers, set terms, and approve orders where you already manage your cap table.
- Get accurate share prices with integrations
Setup, settlement, post-closing admin support
- Automate your KYC process
Investor risk scores, screenings, track status
- Leverage built-in compliance support
Automatic reconciliations, cap table cleanup
See Liquidity in action
In this preview, watch a tender offer through the seller’s unique experience.
Liquidity starts with your cap table—centralize your equity management.
Liquidity made simple
Customize every deal term while maintaining complete control of your cap table.
SPV and Corp Sec
Simplify your equity management by consolidating into a single SPV.
Over $14B of liquidity unlocked to date
The Carta platform and team made executing our first tender offer incredibly smooth. The level of support for not just the company, but the shareholders and employees was incredible.
Derek Ball
CEO, atVenu
Carta worked with us from the start to ensure we had a solid plan to meet our goal. We were happy to offer our employees an opportunity to realize some of the value of their shares.
Devin Basinger
SVP of Operations, H1
What used to be a manual, administrative process has now become automated. When my clients use Carta for tender offers, my team more efficiently runs deals and can focus on strategic, high impact issues.
Jocqui Kaup
Partner, Wilson Sonsini Goodrich & Rosati
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Related resources
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Business exit strategies
Read more about IPOs, M&As, liquidations and buyouts, as well as how to plan a successful exit.
- Article
What is a liquidity event?
Discover what makes up a liquidity event and the differences between IPOs, M&As, and tender offers.
- Article
Secondary markets
Learn about the function of the private secondary market and how it can benefit companies.
- Collections
Carta Classroom
Find educational resources on liquidity to prepare you for the next stage of your company.
FAQs
You have questions, we have resources and answers.
Design and execute your liquidity plan
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