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Equity Management
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Equity Management
All Equity Management
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
Valuations
Get tailored, cost-effective EMI, CSOP, 409A and growth share valuations
EMI Share Plans
Set up your share plan, grant options online and track EMI limits
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
Fund Formations
Form your fund and execute your first close and capital call
SPVs
Form, close and administer your SPV in just a few clicks
Expanded tax services
Now offering VC in-house fund and SPV tax preparation and filing
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Founder Education
Equity management
Equity management is the process of creating and managing owners in your company. Learn more about what it involves and how Carta can help.
Market size: TAM, SAM, & SOM
Calculating market size before you pitch investors if crucial. Learn how to determine the market size for your company, including TAM, SAM, and SOM.
Market cap
Market cap is used to determine how much a company is worth. Learn more about what market cap means for stocks, private companies, and crypto.
Term sheets
A term sheet is used by startup investors to outline the key points of their offer. Learn how to read an investor term sheet before your next fundraising round.
The M&A process
Navigating the decision requires founders to understand the dynamics of the most common M&A deal structures and evaluate personal and professional goals.
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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