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Issue share certificates, prepare reports and model future fundraises securely
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Get tailored, cost-effective EMI, CSOP, 409A and growth share valuations
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Set up your share plan, grant options online and track scheme usage
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Put compliance on auto-pilot with automated registers and direct filings
Introducing Fundraising
Navigate your next round with expert support and in-built compliance
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Fund Management
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Leverage a suite of products and services to support your VC firm at every stage
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Automate your back office with solutions from capital calls to taxes to closings
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Form, close and administer your SPV in just a few clicks
Tactyc Forecasting & Planning
Guide your fund’s strategy with data-driven precision
Introducing Carta Fund Tax
Navigate every tax season like a pro with accurate, trusted returns
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Navigate your next round with expert support and in-built compliance
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Equity Education
Estate and gift taxes for equity
At Carta, we offer gift and estate tax appraisals. Learn everything you need to know about federal estate taxes and gift taxes when you transfer equity.
Secondary transactions in APAC: How employees can unlock equity comp rewards
With few exits and IPOs in APAC, how can employees reap the rewards of their equity compensation? A solution can be found in secondary transactions.
Qualified small business stock (QSBS)
Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.
Accredited investors
Learn what an accredited investor is, requirements and qualifications, why the requirement exists, and how the accredited investor rules may change.
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.
How LLCs can use the profits interest ‘catch-up’ provision to make key hires
LLCs have an option if they want to provide equity recipients with economic rights to current capital value of the LLC as of the date of the grant.
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