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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
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
Forecasting & Planning
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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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
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.
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
Advisory shares
Learn what advisory shares are, how they work for early-stage companies, and how to start issuing equity to your advisors with this comprehensive guide.
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
Exercising stock options
Advisory shares
View more
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
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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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article
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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article
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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article
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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article
Black-Scholes Model (BSM)
Learn how to use the Black-Scholes Model to value stock options in a private company, including the BSM formula, key assumptions, and limitations.
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article
Rollover equity
Learn how rollover equity works during PE M&A deals, including advantages, disadvantages, and tax treatment for buyers and sellers.
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article
Option pools
When and how you set up an option pool affects company valuation, share price and ownership dilution. This article explains how employee option pools work and how to calculate the size of your pool.
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article
Founder shares
Learn how founders' shares work, common ways to structure equity for founders, and how to mitigate risks like stock dilution and disputes among co-founders.
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article
State of startup compensation, H1 2024
Carta data shows that companies have become leaner and salary benchmarks have remained flat across much of the ecosystem.
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