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.
Information Service Agent
Get end-to-end guidance on secondary transactions to run events with ease.
Tender offers
Execute secondary transactions that fully integrate with your cap table.
Post-transactional support
View active stakeholders, awards, and tax estimates with one click approvals.
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
- Article
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.
Yes, having your cap table on Carta is essential to this liquidity product. You can learn more about pricing and plans here.
Currently, most of Carta’s liquidity software is built and designed for US-incorporated companies. Carta has worked with international customers in the past, and would be happy to learn more about your needs on a call with our onboarding team.
For US-incorporated companies, Carta runs end-to-end secondary transactions directly on the cap table. In select international countries, the platform can act as an information agent, handling communication and logistics while transaction execution follows local processes.
A company buyback is an opportunity provided and fully controlled by a company to empower its employees or early investors to sell their shares back to the company or other investors before an IPO or a merger.
For US-incorporated companies, this is known as a tender offer. We do a deep-dive on tender offers and how they work in this blog post.
The whole tender offer is confidential; participants are required to sign a non-disclosure agreement. Carta also has a robust defense-in-depth strategy to safeguard customers’ data. Learn more here.
Design and execute your liquidity plan
*Available in certain countries
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