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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
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
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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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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
Fund management
Understand the key components of fund management for private equity and venture capital funds. We'll cover how fund management works throughout a fund's lifecycle—from capital allocation, risk management, portfolio company oversight, asset management, and fund administration.
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).
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISO) in 2024? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return in 2025.
Capital gains
Capital gains are profits you make from selling a capital asset. Learn the difference between short-term and long-term capital gains and how taxes work for each.
Fund management
Understand the key components of fund management for private equity and venture capital funds. We'll cover how fund management works throughout a fund's lifecycle—from capital allocation, risk management, portfolio company oversight, asset management, and fund administration.
83(b) elections
Alternative minimum tax (AMT)
Capital gains
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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.
Help your employees understand their ownership incentive awards
Download the guide
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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
Employee Resource Center
January 2025
Startup equity calculator
Learn how to value your startup equity and download our startup equity calculator to see what your equity could be worth. Calculate your startup equity value today.
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Data & Research
December 2024
Annual Equity Report 2024
Using aggregated and anonymized data from tens of thousands of startups, we examine how opportunities to found companies, raise venture funding, and work at startups are distributed according to race and gender.
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Equity
December 2024
Taxation on Employee Stock Ownership Plans (ESOPs) in Southeast Asia
ESOPs have emerged as a pivotal tool for incentivizing and retaining talent while aligning employee interests with company success. But navigating the taxation complexities in this diverse region can be challenging.
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Data & Research
December 2024
Startups are renewing their embrace of tender offers in 2024
The number of new tender offers administered by Carta has now increased in five of the past six quarters. That includes Q3, which saw 26 new tender offers—the highest quarterly total since the boom times of 2022.
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Equity Education
December 2024
Fully diluted shares
Learn what fully diluted shares are and how to calculate your company's fully diluted share count. We'll also explain key differences between fully diluted shares, authorized shares, and outstanding shares.
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Fundraising Files
November 2024
How this psychedelic drug company went private and raised a $103M Series A
The CEO of Reunion Neuroscience, a company developing a drug to treat postpartum depression and mental health distress related to cancer, took a unique approach to advance company goals.
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Announcements
November 2024
Streamlining equity issuance with Carta’s Draft Option API
This integration allows shared customers with our partners to draft option grants and generate legal documents for issuing equity directly from the Carta dashboard.
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Data & Research
November 2024
State of Private Markets: Q3 2024
In the aftermath of the remarkable pandemic bull run of 2021 and early 2022, the venture market has settled into a new normal. The third quarter showed upward trends at the later stages in deal activity and M&As.
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Founder Education
November 2024
Business tax deadlines 2025: Corporations and LLCs
Key tax deadlines are coming up in 2025 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.
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