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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
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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
Fund Formations
Form your fund, administer closings and execute capital calls
Carta Carry
Track tasks, message fund admins, and make approvals - from anywhere
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Help your clients issue equity, keep cap tables up to date and stay compliant
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Access tools and services from audit - ready valuations to compliance support
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Streamline your fundraising
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For Equity Management
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For Fund Management
Providing investors an automated back office to help them run funds of any size
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Fundraising with SAFEs
Preparing to raise funds? Read our guide to fundraising with SAFEs
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For founders
From issuing your first SAFE to celebrating your IPO, let us guide you through the ins and outs of building your startup.
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For investors
Forming your first fund? Get to know the basics of private equity and venture—from metrics to legal structures.
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For employees
Get the information you need to unlock the power of your equity compensation.
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Popular articles
409A valuation
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
83(b) elections
The tax implications of an 83(b) election vary by the type of equity you hold. In this article, we cover important due dates, filing information, and what to include in form 83(b).
Cap tables
In this article, we explain everything you need to know about cap tables and equity management. Download a free cap table template to get started.
Carried interest
Carried interest is how venture capital firms compensate and incentivize their general partners. In this article, we'll explain how carry works in private equity.
409A valuation
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
83(b) elections
Cap tables
Carried interest
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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.
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Popular tools
Cap table template
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Option pool calculator
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2024 AMT calculator
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Burn rate calculator
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Latest articles
Compensation
August 2024
Option pools
A stock option pool’s size affects share prices, ownership dilution, and company value. Here’s what you need to know to...
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Founder Education
August 2024
Founder shares
Learn how founders' shares work, common ways to structure equity for founders, and how to mitigate risks like stock...
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Featured
July 2024
State of startup compensation, H1 2024
Carta data shows that companies have become leaner and salary benchmarks have remained flat across much of the...
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Capdesk
July 2024
How to notify Companies House of a cancellation of shares (SH06)
UK companies must submit an SH06 form to Companies House within 28 days of cancelling shares. Learn how to complete and...
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Limited Liability Companies
July 2024
LLC membership interests
Learn about LLC membership interests, when they can be issued, and how to transfer units among members. We'll also...
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Data & Research
July 2024
How a decline in dilution is reshaping the fundraising landscape
Over the past five years, dilution levels have declined at every stage of startup life. This can have compounding...
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Limited Liability Companies
June 2024
LLC funding
Learn how fundraising works for limited liability companies, including the differences between funding for LLCs vs....
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Employee Resource Center
June 2024
Cashless exercise
Learn how a cashless exercise of stock options works, including tax implications to consider when exercising ISOs or...
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Limited Liability Companies
May 2024
Multi-member LLCs (MMLLC)
Learn the basics of multi-member LLCs, including the different types, how MMLLCs compare to other business structures,...
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