Implementation guide

Download our eBook to view the detailed step-by-step implementation guide to rolling out your new equity plan.
  • Step 1

    Review existing documents

    Before you start on your company’s equity journey, it’s important to review your operating agreement, investor documents, or other relevant company documents to learn whether there are any restrictions or roadblocks you must navigate.
  • Step 2

    Consult your lawyer

    An experienced lawyer and CPA will help you understand your options and find the right strategies to fit your company’s goals.

 Carta can connect you with a lawyer. Contact us for an introduction.
  • Step 3

    Design your company plan

    The mechanics of your equity plan will depend on the answers to some key questions about equity pool size, vesting schedules, participation policies, and more. This is where your equity plan really begins to take shape.
  • Step 4

    Determine your company’s valuation

    An accurate, third-party determination of your company’s value is crucial to starting an equity program and managing it effectively. Here’s what you need to know about valuations for the equity types you are considering.
  • Step 5

    Issue equity and manage your plan

    At this stage, your equity plan becomes real. Learn more about the process of issuing and tracking ownership, communicating your plan effectively to employees—and how Carta can streamline this process. Talk to us to learn more.
DISCLAIMER: This publication contains general information only and Carta is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.

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