Liquidity

Liquidity made simple

Run tender offers easily, through an integrated liquidity solution that's connected to your cap table.

Get started View pricing & plans

Key benefits

01

Experience an end-to-end solution

Reduce delays and errors, with cap table integrations that make it easy to launch, transact, and settle tender offers through one platform.

• Customizable tender offer templates
• Plan ahead with seller modeling tools
• In-platform money movement

02

Partner with liquidity experts

Work with your own dedicated, experienced team to structure and execute tender offers that meet your company’s goals.

• Support for tender offer preparation
• Insights for transaction structure
• White-glove service for unlimited support

03

Ensure complete oversight

Manage the whole tender offer process—set your terms, determine potential buyers, and sign off on all orders, giving you full oversight at every step.

• Detailed, custom dashboards
• Receive tax withholding estimates
• Review, transact, and close in one place

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Demo

See Liquidity in action

In this preview, watch a tender offer through the seller’s unique experience.

Streamline your transition from private to public equity management.

Discover IPO Advisory

Tender offers, with full control

Customize every deal term while maintaining control of your cap table.

Unlock expert insights

Use a tender offer seller model to customize deal parameters—all while working with a liquidity specialist for insights on deal structuring, best practices, and market trends.

Run your tender offer your way

When ready, invite eligible sellers to review terms, sign paperwork, and view estimated proceeds and taxes—all through their personal Carta accounts.

Get post-transaction support

In the deal summary, receive a list of all stakeholders, awards, and tax estimates for review. With final approval, all proceeds are distributed, and cap tables updated in a click.

Over $14B of liquidity unlocked to date

The Carta platform and team made executing our first tender offer incredibly smooth. The level of support for not just the company, but the shareholders and employees was incredible.

Derek Ball

CEO, atVenu

Carta worked with us from the start to ensure we had a solid plan to meet our goal. We were happy to offer our employees an opportunity to realize some of the value of their shares.

Devin Basinger

SVP of Operations, H1

What used to be a manual, administrative process has now become automated. When my clients use Carta for tender offers, my team more efficiently runs deals and can focus on strategic, high impact issues.

Jocqui Kaup

Partner, Wilson Sonsini Goodrich & Rosati

FAQs

You have questions, we have resources and answers.

Do I need to be a Carta customer to run a tender offer?

What is a tender offer?

Does Carta have template tender offer documents that I can use?

How can I prepare for a tender offer?

How does Carta handle cap table data?

Liquidity made simple

Run tender offers easily, through an integrated liquidity solution that's connected to your cap table.

Get started View pricing & plans

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