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Build and scale your business on one platform from early equity to expansion
Cap Table Management
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
Share Plans
Set up your share plan, grant options online and track scheme usage
Equity Compliance
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
All Fund Management
Leverage a suite of products and services to support your VC firm at every stage
Fund Administration
Automate your back office with solutions from capital calls to taxes to closings
SPVs
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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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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Introducing Fundraising
Navigate your next round with expert support and in-built compliance
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Founder Education
How taxes work for LLCs
Learn how LLC taxation works, what makes LLCs “pass-through” entities, how different types of equity are taxed, and why LLCs avoid double taxation.
Data rooms
A virtual data room is a secure place to organize, store, and share confidential documents and information. Learn how to build a data room for investors.
Seed funding
Fundraising for a startup is never easy, but raising a seed round can feel impossible without the right resources. In this article, we’ll walk you through all the steps of seed funding.
Equity management
As your company grows, equity management can get complex. This comprehensive guide explains the basics of equity management and why it is essential for startup success.
Venture debt
Learn how venture debt financing works for startups and how venture debt compares to alternatives like traditional loans, equity financing, and private credit.
Form 3921
If any of your employees exercised an ISO in the last tax year, your company is required to file Form 3921 with the IRS. Learn how and when to file IRS Form 3921.
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