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Equity Education
November 2022
Tax advisors
A tax advisor works with you to model different scenarios that can help minimize your tax liability while staying compliant with the U.S. tax code.
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Compensation
November 2022
Job offer letter
At Carta, we think offer letters are a great place to educate employees about startup equity. See ours and download our job offer letter template for free.
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Data & Research
November 2022
As early-stage startups wait longer between rounds, cash runway is king
As the venture capital downturn deepens, Series A startups are waiting longer before they try to raise a Series B round.
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Policy Newsletter
November 2022
Lawmakers rethink crypto regulation following FTX meltdown
Committees seek to grill Sam Bankman-Fried.
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Data & Research
November 2022
State of Private Markets: Q3 2022
Investors continued their retreat from the venture sector in Q3.
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Carta
November 2022
Carta Policy: Midterm elections & crypto havoc
FTX—and the crypto industry—are under the microscope
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Data & Research
November 2022
The Carta liquidity report: Q3 2022
Q3 saw a decline in secondary liquidity across sectors. Our Q3 liquidity report includes analysis of trends in seller participation, transaction volume by stage and sector, and more.
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Policy Newsletter
November 2022
Carta Policy: Midterm momentum swings to GOP
The GOP readies its economic agenda, expecting control of the House.
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Europe
November 2022
EMI, CSOP & 409A valuations for startups
In our latest webinar, our in-house experts Triam Zubeldia, UK Valuations Associate, and Jackson O’Brien CFA, US Valuations Manager, came together to discuss HMRC and 409A valuations.
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Founder Education
October 2022
How to answer three common employee stock option tax questions
Learn how to think about answering questions about stock options and taxes—and when you should direct employees to a third-party Equity Tax Advisor.
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Policy Newsletter
October 2022
Carta Policy: Fintech data under agency scrutiny
CFPB initiates rulemaking on personal financial data rights
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Investors
October 2022
Crypto taxes
The IRS taxes trading, mining, or acquiring digital assets, including cryptocurrencies and NFTs. Learn how using crypto affects your 2022 tax return.
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