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Navigate your next round with expert support and in-built compliance
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Automate your back office with solutions from capital calls to taxes to closings
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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
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Navigate every tax season like a pro with accurate, trusted returns
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Search results
35 entries found
Liquidity
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Equity Education
April 2025
Direct listings
Direct listings offer companies a way to provide liquidity to shareholders without diluting shares or spending a ton of money on underwriters. Learn more about direct listings vs. IPOs when going public.
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Equity Education
March 2025
Form 1099-B
Did you receive Form 1099-B from your broker-dealer? Learn more about Form 1099-B and who receives it in this overview.
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Liquidity
July 2024
Secondary markets
Understand the function of the private secondary market and how companies can benefit from secondary liquidity and secondary market transactions.
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Late-Stage Private Companies
June 2024
Asset sale vs. stock sale
Explore the differences between two types of M&A deal structures: asset sales and stock sales. Learn the tax implications for each type of sale to see whether an asset or stock sale is right for your company.
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Data & Research
June 2024
Is a chilly market for IPOs on the brink of heating back up?
IPOs are the lifeblood of venture capital, but they've been few and far between in recent years. Investors are watching to see if the success of some recent high-profile listings will provide a much-needed spark.
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Founder Education
May 2024
Waterfall analysis
Learn how to model exit scenarios using waterfall analysis. Waterfalls help investors predict how shareholders would be paid out at a future liquidity event.
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Liquidity
April 2024
Leveraged buyout (LBO)
In this guide, learn more about how leveraged buyouts work and the steps required to complete these complex financial transactions.
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March 2024
M&A: A definitive guide to mergers and acquisitions
Read now
March 2024
What happens to stock when a company is bought?
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Data & Research
February 2024
Startup M&A is holding steady despite an IPO chill
Between Q1 2021 and Q1 2022, the number of M&A deals targeting startups on Carta increased by 79%.
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Founder Education
December 2023
Business exit strategies
An exit strategy outlines how and when a founder, CEO, or investor plans to liquidate a company. Learn more about IPOs, M&As, liquidations, and buyouts.
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Liquidity
December 2023
Tender offers
Learn about tender offers, the tendering process, and how tenders work for private and public companies. Get all the answers to your tender offer questions.
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