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Execute secondary transactions that fully integrate with your cap table

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Get audit-ready valuations for consistent financial reporting

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Manage equity plans with diverse vesting schedules and distribution rules

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Run any waterfall model with a bespoke modeling engine.

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

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Streamline distributions through cap table and waterfall integration

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Learn more about new private fund adviser rules and what these changes mean for your fund

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Manage equity plans with diverse vesting schedules and distribution rules

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Run any waterfall model with a bespoke modeling engine

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Streamline distributions through cap table and waterfall integration

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

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

56 entries found

Employee

Employee Resource Center

June 2024

Cashless exercise

Learn how a cashless exercise of stock options works, including tax implications to consider when exercising ISOs or...

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Equity Education

April 2024

Restricted stock awards (RSA)

Restricted stock awards are a type of restricted stock equity award. Learn how vesting, taxes, and termination work for...

The tax implications of an 83(b) election vary by the type of equity you hold. In this article, we cover important due...

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Educational Essentials

April 2024

Stock options

Learn about the different types of stock options companies use to compensate employees: incentive stock options (ISO)...

IRS Form 6251 is a worksheet that helps you determine if you owe AMT and how much. You can also calculate your...

Equity compensation is a non-cash part of overall compensation and benefits. Learn the different types of equity...

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Educational Essentials

March 2024

Stock vesting

In this article, learn the basics of stock option vesting, how vesting works, vesting schedules, and why it matters for...

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Employee equity in France: understanding BSPCEs

Equity Education

February 2024

Employee equity in France: understanding BSPCEs

Employee ownership schemes are now available to a wider pool of French workers than ever before, including the most...

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Understanding equity in German startups & the Future Financing Act

Equity Education

February 2024

Understanding equity in German startups & the Future Financing Act

Learn about equity management in Germany, including ESOPs and VSOPs, and what startups need to know about the Future...

Wondering what determines strike prices and how much your stock options could be worth? Learn about strike prices, and...

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Educational Essentials

January 2024

How stock options are taxed

In this article, we break down the different types of stock options and how tax treatment works for ISOs and NSOs....

Carta's ever-growing glossary of financial and private equity terms will help you understand the jargon that frequently...

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What is a 409A valuation?
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Exercising stock options
What is vesting?
What is a SAFE?
Pre-money vs post-money SAFEs
What is Internal Rate of Return (IRR)?

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