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Build and scale your business on one platform from early equity to expansion
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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 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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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
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Form your fund and execute your first close and capital call
SPVs
Form, close and administer your SPV in just a few clicks
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Guide your fund’s strategy with data-driven precision
Expanded tax services
Now offering VC in-house fund and SPV tax preparation and filing
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Liquidity
Private block trades
Secondary block transactions allow investors to buy or sell shares outside company-sponsored transactions. Learn how secondary market private block trades work.
Liquidity events
Liquidity events allow shareholders to turn illiquid equity into cash. Learn more about IPOs, M&As, tender offers, and other secondary transactions.
The Carta liquidity report: H1 2023
Trends in the market for secondary liquidity suggest the pace of transactions may soon pick up.
Liquidation preferences
We cover both standard and non-standard terms for each of the various rights and liquidation preferences, and how they can affect stockholder payouts.
Special purpose acquisition company (SPAC)
Learn what a SPAC is, how the deal process works, and how a special purpose acquisition company merger differs from a traditional IPO.
Post-termination exercise period (PTEP)
Employees usually have 90 days to buy their options when they leave a job. Learn about the 90-day post-termination exercise period window and why it's changing.
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