Toggle menu
Products
Equity Management
Fund Management
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
Information Service Agent
Get end-to-end guidance on secondary transactions
Learn more
Fund Management
All Fund Management
Run funds at every stage from formation to close
Fund Administration
Automate your back office with solutions from scenario modeling to closings
Forecasting & Planning
Guide your fund’s strategy with data-driven precision
Fund Formations
Form your fund, administer closings and execute capital calls
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
BY INDUSTRY
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
Read more
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
Fundraising with SAFEs
Preparing to raise funds? Read our guide to fundraising with SAFEs
Learn more
Resources
LEARN
Carta Classroom
Education
Data Desk
Blog
Events & webinars
Case studies
FREE TOOLS
Startup Stack
FOR PARTNERS
Carta for Partners
API Developer Platform
New
SUPPORT
Contact support
Support articles
API documentation
Community
Company
COMPANY
About us
Executive team
Diversity, equity, and inclusion
PEOPLE
Life at Carta
Careers
Engineering
NEWS
Product release notes
Press
Innovators Summit
View the conversations, panels, and interviews from the Summit
Watch now
Sign In
Request a demo
CARTA CLASSROOM
Your space to learn everything equity, venture capital, and ownership
Start learning
Featured collections
Additional collections
Popular articles
Curriculums
LLC Blueprints
Tools
Latest articles
Filters
Featured collections
For founders
From issuing your first SAFE to celebrating your IPO, let us guide you through the ins and outs of building your startup.
View
View
For investors
Forming your first fund? Get to know the basics of private equity and venture—from metrics to legal structures.
View
View
For employees
Get the information you need to unlock the power of your equity compensation.
View
View
Additional collections
Taxes
View
View
Liquidity
View
View
Fundraising
View
View
Compensation
View
View
View all
Popular articles
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISO) in 2024? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return in 2025.
Capital gains
Capital gains are profits you make from selling a capital asset. Learn the difference between short-term and long-term capital gains and how taxes work for each.
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
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.
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISO) in 2024? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return in 2025.
Capital gains
Exercising stock options
Advisory shares
View more
Video curriculums
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
VIDEO COURSE
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
VIDEO COURSE
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
VIDEO COURSE
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
LLC Blueprints
Bring the power of employee ownership to your company with this guide on six LLC equity types and how to implement them.
Get started
Popular tools
Cap table template
View tool
Option pool calculator
View tool
2024 AMT calculator
View tool
Burn rate calculator
View tool
Latest articles
article
How this psychedelic drug company went private and raised a $103M Series A
The CEO of Reunion Neuroscience, a company developing a drug to treat postpartum depression and mental health distress related to cancer, took a unique approach to advance company goals.
View
article
Streamlining equity issuance with Carta’s Draft Option API
This integration allows shared customers with our partners to draft option grants and generate legal documents for issuing equity directly from the Carta dashboard.
View
article
State of Private Markets: Q3 2024
In the aftermath of the remarkable pandemic bull run of 2021 and early 2022, the venture market has settled into a new normal. The third quarter showed upward trends at the later stages in deal activity and M&As.
View
article
Business tax deadlines 2025: Corporations and LLCs
Key tax deadlines are coming up in 2025 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.
View
article
Black-Scholes Model (BSM)
Learn how to use the Black-Scholes Model to value stock options in a private company, including the BSM formula, key assumptions, and limitations.
View
article
Rollover equity
Learn how rollover equity works during PE M&A deals, including advantages, disadvantages, and tax treatment for buyers and sellers.
View
article
Option pools
A stock option pool’s size affects share prices, ownership dilution, and company value. Here’s what you need to know to calculate an employee option pool.
View
article
Founder shares
Learn how founders' shares work, common ways to structure equity for founders, and how to mitigate risks like stock dilution and disputes among co-founders.
View
article
State of startup compensation, H1 2024
Carta data shows that companies have become leaner and salary benchmarks have remained flat across much of the ecosystem.
View
View more