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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
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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For 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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CARTA CLASSROOM
Your space to learn everything equity, venture capital, and ownership
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For founders
From issuing your first SAFE to celebrating your IPO, let us guide you through the ins and outs of building your startup.
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For investors
Forming your first fund? Get to know the basics of private equity and venture—from metrics to legal structures.
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For employees
Get the information you need to unlock the power of your equity compensation.
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Popular articles
409A valuation
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
83(b) elections
The tax implications of an 83(b) election vary by the type of equity you hold. In this article, we cover important due dates, filing information, and what to include in form 83(b).
Cap tables
In this article, we explain everything you need to know about cap tables and equity management. Download a free cap table template to get started.
Carried interest
Carried interest is how venture capital firms compensate and incentivize their general partners. In this article, we'll explain how carry works in private equity.
409A valuation
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
83(b) elections
Cap tables
Carried interest
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Video curriculums
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
VIDEO COURSE
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
VIDEO COURSE
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
VIDEO COURSE
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
LLC Blueprints
Bring the power of employee ownership to your company with this guide on six LLC equity types and how to implement them.
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Popular tools
Cap table template
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Option pool calculator
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2024 AMT calculator
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Burn rate calculator
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Latest articles
Compensation
August 2024
Option pools
When and how you set up an option pool affects company valuation, share price and ownership dilution. This article...
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Founder Education
August 2024
Founder shares
Learn how founders' shares work, common ways to structure equity for founders, and how to mitigate risks like stock...
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Featured
July 2024
State of startup compensation, H1 2024
Carta data shows that companies have become leaner and salary benchmarks have remained flat across much of the...
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Capdesk
July 2024
How to notify Companies House of a cancellation of shares (SH06)
UK companies must submit an SH06 form to Companies House within 28 days of cancelling shares. Learn how to complete and...
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Limited Liability Companies
July 2024
LLC membership interests
Learn about LLC membership interests, when they can be issued, and how to transfer units among members. We'll also...
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Data & Research
July 2024
How a decline in dilution is reshaping the fundraising landscape
Over the past five years, dilution levels have declined at every stage of startup life. This can have compounding...
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Limited Liability Companies
June 2024
LLC funding
Learn how fundraising works for limited liability companies, including the differences between funding for LLCs vs....
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Employee Resource Center
June 2024
Cashless exercise
Learn how a cashless exercise of stock options works, including tax implications to consider when exercising ISOs or...
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Limited Liability Companies
May 2024
Multi-member LLCs (MMLLC)
Learn the basics of multi-member LLCs, including the different types, how MMLLCs compare to other business structures,...
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