Toggle menu
Products
Equity Management
Fund Management
Equity Management
All Equity Management
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
Valuations
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
Learn more
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
Read more
Pricing
Resources
LEARN
Carta Classroom
Education
Data Desk
Blog
Events & webinars
Case studies
FREE TOOLS
Startup Stack
FOR PARTNERS
Carta for Partners
API Developer Platform
New
SUPPORT
Contact support
Support articles
API documentation
Community
Company
COMPANY
About us
Executive team
Diversity, equity, and inclusion
PEOPLE
Life at Carta
Careers
Engineering
NEWS
Product release notes
Press
Introducing Fundraising
Navigate your next round with expert support and in-built compliance
Learn more
Sign In
Request a demo
Search results
85 entries found
Cap Table
Equity
Filters
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.
View
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.
View
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.
View
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.
View
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.
View
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.
View
Educational Essentials
September 2024
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
View
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.
View
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.
View
Educational Essentials
September 2024
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.
View
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.
View
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.
View
1
2
3
4
5
Next