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Late-Stage Private Companies
June 2024
Asset sale vs. stock sale
Explore the differences between two types of M&A deal structures: asset sales and stock sales. Learn the tax implications for each type of sale to see whether an asset or stock sale is right for your company.
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Policy Newsletter
June 2024
Republicans continue groundwork for 2025 tax package
California pushes forward on AI regulation
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Product Education
June 2024
Your firm’s holdings—at a glance
Carta’s new Firm Overview dashboard allows teams across the firm to share a holistic view of every portfolio company.
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Data & Research
June 2024
Is a chilly market for IPOs on the brink of heating back up?
IPOs are the lifeblood of venture capital, but they've been few and far between in recent years. Investors are watching to see if the success of some recent high-profile listings will provide a much-needed spark.
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Announcements
June 2024
Carta Partners with Cap Advisory to enhance services for Singaporean SMEs
With Carta’s robust technology stack for equity management, Cap Advisory’s clients will gain access to real-time visibility into corporate governance processes.
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Announcements
June 2024
Carta partners with Vouch to automate insurance for startups
Vouch has built a new kind of insurance company—built by founders for founders. Now Carta and Vouch are partnering to benefit the founders on Carta and the startup ecosystem.
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Investors
June 2024
Form PF
Form PF is a regulatory filing required of all SEC-registered private fund advisers with at least $150 million in assets under management.
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Policy Newsletter
June 2024
Fifth Circuit wipes out private fund adviser rules
SEC is expected to appeal the decision
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Data & Research
June 2024
VC funding in healthcare has been more resilient than other industries
Health and biotech VC fundraising surged in the aftermath of the COVID-19 pandemic and has stood strong against market headwinds.
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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 NSOs.
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Data & Research
June 2024
For the first time in a long time, the Series C market is heating up
After two-plus years of steady declines, the Series C market may be bouncing back.
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Data & Research
June 2024
Liquidation preferences, other types of structure in VC deals remain persistent in 2024
These days, investors have more leverage than startups in deal negotiations. How are they choosing to use it?
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