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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
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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
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
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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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Get tailored solutions, from extending offers to answering equity questions
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For Equity Management
Find the solutions you need to drive your business forward at any stage
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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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Search results
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Investors
August 2023
Special purpose vehicle (SPV)
Learn about special purpose vehicles (SPVs) in private funds, including what they are, how they work, and how they differ from conventional venture capital funds.
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Fund Administration
June 2023
Fund administration
Fund administration is a third-party service that handles venture fund accounting, LP reporting, asset valuation, capital calls, and capital distributions.
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Founder Education
June 2023
Pro forma financial statements
A pro forma financial statement predicts the outcome of an investment or business deal. Learn what to include in your company's pro forma to get started.
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Founder Education
June 2023
Business-to-business (B2B)
B2B stands for “business-to-business” and is used to describe companies, transactions, marketing, and other aspects of e-commerce. Learn whether the B2B business model is right for your startup.
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Founder Education
June 2023
How to start a startup
Founders have several considerations when starting a startup. Here’s what you need to know to take your company from idea to IPO.
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Founder Education
May 2023
ASC 718
Is your startup staying GAAP compliant? Learn how to expense employee stock options on your company’s income statement using ASC 718 accounting guidelines.
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Founder Education
March 2023
Incorporation
Learn the key steps to incorporating your startup in this guide. We'll help you understand the different entity types, equity distribution, and legal considerations.
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Investors
March 2023
Pari-passu
Pari-passu is a type of investor preference where all preferred shareholders in a company have equal distribution rights during a liquidation event.
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Equity Education
March 2023
Incentive stock options (ISO)
Incentive stock options (ISO) are a type of stock option that qualifies for special tax treatment. Learn more about what it means to exercise or sell ISOs.
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Equity Education
February 2023
Limited liability company (LLC)
If you’re considering structuring your business as an LLC, keep reading to learn more about the types of LLCs, pros and cons, equity options, and how they work.
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Carta
February 2023
Schedule K-1 tax form
In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form, a key tax document for LLCs.
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Compensation
March 2022
Startup employee equity
Three experienced startup founders narrow down six key factors to consider when deciding how much startup equity to give your first 10 employees.
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