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Issue share certificates, prepare reports and model future fundraises securely
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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
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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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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
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.
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.
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
Advisory shares
409A valuation
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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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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
Founder Education
September 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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Private Companies
September 2024
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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Late-Stage Private Companies
September 2024
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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Compensation
August 2024
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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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 dilution and disputes among co-founders.
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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 ecosystem.
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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 file an SH06, and how Carta simplifies the process.
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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 cover the differences between membership interests and equity compensation.
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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 effects for the makeup of company cap tables.
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