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409A Valuations
November 2023
What to look for in a 409A provider
A 409A valuation should be strategic—not perfunctory. Carta can help companies of all sizes get a fast, accurate, and data-backed valuation in a matter of days.
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Founder Education
November 2023
Bootstrapping
Many startup founders use their own money before seeking out funding from investors. Here's what you need to know about bootstrapping your startup.
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Announcements
November 2023
Carta announces Middle East expansion
Leading global equity management company Carta launches Middle East expansion with flagship Middle East customers.
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Product Education
November 2023
Introducing QSBS Attestation
Carta's new offering makes it simple for companies to help their shareholders take advantage of potential tax savings.
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Compliance
November 2023
How to file an EMI annual return with HMRC
Learn how to file an EMI annual return. U.K. companies must file an EMI return to HMRC by July 6 to report share-related events from the previous tax year.
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Compliance
November 2023
How to file an EMI notification with HMRC
Every time you issue options to employees under the EMI scheme, you need to file an EMI notification with HMRC. Follow the step-by-step instructions in this guide.
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Policy Newsletter
November 2023
Congress averts shutdown—but stalemate in the House continues
Also: New guidelines for venture lending published by OCC; CFPB seeks to expand jurisdiction to digital payments
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Data & Research
November 2023
Why VCs aren’t dwelling on the rise in down rounds
Down rounds have grown more common in 2023. But VCs say there’s important context behind the climb.
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Product Education
November 2023
PE waterfall modeling: The origin story
Carta engineers create bespoke waterfall models for PE firms and private companies.
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Announcements
November 2023
Waterfall modeling for private equity firms and private companies
Carta now offers PE firms and PE-backed companies a customized waterfall modeling tool that integrates directly with company cap tables.
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Announcements
November 2023
Introducing Carta’s SAFE Insights tool
Founders trying to strategize the terms of their next round now have access to benchmark data for companies in the same industry, stage, and location.
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Announcements
November 2023
Proactively manage your equity pool with Carta’s New Hire Equity Forecast report
Effortlessly calculate the shares you’ll need for your hiring plan, minimize dilution, and share the insights with your team and board.
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