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Set up your share plan, grant options online and track EMI limits
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Put compliance on auto-pilot with automated registers and direct filings
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Leverage a suite of products and services to support your VC firm at every stage
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Form your fund and execute your first close and capital call
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Form, close and administer your SPV in just a few clicks
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Guide your fund’s strategy with data-driven precision
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Now offering VC in-house fund and SPV tax preparation and filing
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Compliance
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.
UK company registers and filings
To be legally compliant, UK limited companies need to maintain a range of company registers. This article covers everything you need to know about keeping accurate records – including when to notify Companies House of any ownership changes.
Employment related securities: How to file an ERS return with HMRC
U.K. companies must file an ERS return with HMRC by July 6 to report share-related events from the previous tax year. Learn how the annual return works for different ERS schemes and how Carta simplifies the process.
EMI eligibility: Check if your company qualifies for the EMI scheme
Do you qualify for the UK's tax-advantaged EMI scheme? Check whether your company and its employees meet the EMI eligibility criteria set by HMRC before you issue EMI options.
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.
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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