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Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

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Run any waterfall model with a bespoke modeling engine.

Valuations

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Financial Reporting

Generate automated and audit-defensible ASC 718 reports

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Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

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Run any waterfall model with a bespoke modeling engine

Distributions

Streamline distributions through cap table and waterfall integration

Valuations

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Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Employee equity guide

Learn how to build an employee equity plan that is right for you

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Classroom /Results

Search results

952 entries found

Proposed outbound investment screen will impact venture

Policy Newsletter

June 2024

Proposed outbound investment screen will impact venture

SCOTUS curbs powers of administrative state and SEC.

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Limited Liability Companies

June 2024

LLC funding

Learn how fundraising works for limited liability companies, including the differences between funding for LLCs vs....

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Startup Fundraising

June 2024

Pre-money vs. post-money valuations

Learn the differences between pre-money and post-money valuations for private companies and how to calculate preferred...

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Senate Finance Democrats outline familiar 2025 tax priorities

Policy Newsletter

June 2024

Senate Finance Democrats outline familiar 2025 tax priorities

SCOTUS upholds mandatory repatriation tax.

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Making the most of Series A funding: Five tips for founders

Startup Fundraising

June 2024

Making the most of Series A funding: Five tips for founders

As the time between funding rounds increases, European VC Hanel Baveja explains how startups can make the most of their...

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Product Education

June 2024

Migrating your fund to Carta

There are several reasons why funds change fund administrators. Here’s a guide to understanding when, why, and how to...

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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...

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Policy

June 2024

Artificial intelligence regulation

AI regulation is happening at different speeds in the EU and in the U.S. Here’s a guide to where things stand.

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Product Education

June 2024

Your firm’s holdings—at a glance

Carta’s new Firm Overview dashboard allows teams across the firm to share a holistic view of every portfolio...

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Republicans continue groundwork for 2025 tax package

Policy Newsletter

June 2024

Republicans continue groundwork for 2025 tax package

California pushes forward on AI regulation

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The Data Minute podcast: Fundraising in biotech

Data & Research

June 2024

The Data Minute podcast: Fundraising in biotech

Join Carta's Head of Insights, Peter Walker, as he breaks down the data that's fueling today's most fascinating trends...

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Is a chilly market for IPOs on the brink of heating back up?

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...

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Exercising stock options
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What is a SAFE?
Pre-money vs post-money SAFEs
What is Internal Rate of Return (IRR)?

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