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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

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Financial Reporting

Generate automated and audit-defensible ASC 718 reports

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957 entries found

Policy Newsletter

January 2024

House to vote on R&D tax package

SEC tightens SPAC rules and hints at private market regulation.

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Understanding the Corporate Transparency Act (CTA)

Policy

January 2024

Understanding the Corporate Transparency Act (CTA)

Learn about the Corporate Transparency Act (CTA) for private companies, including reporting requirements, filing...

Growth shares are a type of security for mature companies that have outgrown government share schemes. Learn how growth...

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

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Product-market fit and go-to-market: Insights from an early-stage VC

Carta 2024 Innovators Summit

January 2024

Product-market fit and go-to-market: Insights from an early-stage VC

Rebecca Lynn, co-founder and general partner at Canvas Ventures, shares strategies for early-stage companies looking to...

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Founder Education

January 2024

Startup metrics and KPIs

This glossary covers the basic startup metrics and startup KPIs to know and when to use them to help grow your...

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Late-stage startups led a VC valuations rally in Q4

Data & Research

January 2024

Late-stage startups led a VC valuations rally in Q4

Median valuations soared at Series D and Series E+ in Q4 2023, a promising fundraising sign for late-stage startups....

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Congress closer to resolving R&D and broader tax issues

Policy Newsletter

January 2024

Congress closer to resolving R&D and broader tax issues

Supreme Court hears case that could weaken administrative authority.

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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....

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Carta Launch

January 2024

Why we built Carta Launch: Free fundraising and cap table platform for early-stage founders

Our suite helps with critical aspects of company-building, from incorporation to creating and issuing SAFEs to hiring...

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Series A round sizes, valuations surged in Q4

Data & Research

January 2024

Series A round sizes, valuations surged in Q4

The median primary Series A round size reached $11.3 million in Q4 and the median valuation hit $44.8 million,...

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Policy

January 2024

Registered investment adviser (RIA)

A registered investment adviser (RIA) is anyone whose work in the financial sector requires them to register with the...

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What is a 409A valuation?
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