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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
Introducing Fundraising
Navigate your next round with expert support and in-built compliance
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Automate your back office with solutions from capital calls to taxes to closings
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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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Now offering VC in-house fund and SPV tax preparation and filing
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Late-Stage Private Companies
Asset sale vs. stock sale
Explore the differences between two types of M&A deal structures: asset sales and stock sales. Learn the tax implications for each type of sale to see whether an asset or stock sale is right for your company.
Waterfall analysis
Learn how to model exit scenarios using waterfall analysis. Waterfalls help investors predict how shareholders would be paid out at a future liquidity event.
How to close a business
Learn how to close a business with actionable steps to help you navigate every phase of the company dissolution process. For more information, download our "Dissolutions eBook," a free checklist and guide for founders.
FAQ: How Carta can help with your M&A
At every step of the way, Carta can provide resources and tools to make your M&A less stressful. Here are answers to questions you might have about the process.
Business exit strategies
An exit strategy outlines how and when a founder, CEO, or investor plans to liquidate a company. Learn more about IPOs, M&As, liquidations, and buyouts.
The Carta Handbook for Late-Stage Private Companies
Leaders at mature private companies have plenty to navigate on their way to an eventual exit. This handbook lays out key steps and provides tips.
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