Carta Events - Carta Events & Webinars

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Events

Join us at an upcoming webinar to hear industry leaders share innovative insights and discuss the future of equity.

July 2026

IPO Readiness in 2026: The Market Outlook and How AI Is Rewriting the IPO Timeline

22 Jul

Mountain Standard Time

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Introducing Carta's Plugins for Claude

29 Jul

Mountain Standard Time

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Past Events

What’s New, What’s Next: Optimize How You Run, Raise, and Close Your Fund

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The MENA Private Markets Playbook: Cap Tables, SPVs, and the Infrastructure Behind the Deal

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Australian Budget 2026: New Caps, New Rules and Your Next Move

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Introducing Carta Law: AI-Native Legal & Compliance Operations for Private Capital

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The Non-Dilutive Capital Stack

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Running a Smarter Fund with AI: From Fund Data to Faster Decisions

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Congress, Compliance & Venture Capital: A Fund Manager's Guide to the Shifting Policy Landscape

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Founder Insights on the New Era of Software as an Action

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From First Meeting to Final Close: The Power of a Connected CRM

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Capital Is Up. Hiring Is Down. The New Rules of Startup Comp.

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PE Compensation Series with Davis Polk, Part 3: Management Rollovers and Incentive Equity Structures for Portfolio Companies

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VC Masterclass: Navigating Liquidity and LP Communication in 2026

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What’s New, What’s Next: The Connected ERP for Private Capital

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Cap Tables and Dilution for Startup Founders

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Q1 Venture Capital Review: From SAFEs to Exits

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From Paper to Portfolio: The Executive’s IPO Playbook to Shift from Private‑to‑Public

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FA Certification Program

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Driving Digital Transformation in the Middle Office

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Startup Taxes 101: Strategies for Navigating Equity and Startup Growth

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Driving Fund Decisions with Visual Accounting

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Fundraising in 2026: Benchmarks, Trends, and What’s Different Now

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The 2026 Comp Playbook: Precision Budgeting, AI Skills, and Data-Driven Hiring

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Fund Economics: Demystifying Operations, Fees, and Expenses

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RAISE Emerging Manager Fund Analysis

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What's New, What's Next: Delivering Firm-wide Clarity

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The Liquidity Blueprint: How Secondaries Are Shaping Africa’s Private Markets

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Inside Carta FA: Driving Efficiency in Fund Operations and Investor Relations

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The New Dynamics of Venture, Private Equity, and Credit: Five Trends Shaping the Private Market

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Beyond the Spreadsheets: Achieve Clarity with LP Portfolio Analytics

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VC Masterclass: Sourcing and Nurturing LP Relationships

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PE Compensation Series with Davis Polk & Ownership Works: The Power of Broad-Based Ownership in Private Equity

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VC Fund Performance 2025

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Unlock Fast, Audit-Defensible Portfolio Valuations

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Startup Taxes 101: Tax Essentials for Every Founder

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Navigating the New QSBS to Maximize VC Gains

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The Modern Audit Playbook: Roles, Valuations, and Platform Power

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Tax Ready, Already: A New Standard for Fund Taxes, Powered by AI

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Transform Tax Savings into Startup Growth with QSBS

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Startup Compensation in H1 2025

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What’s New, What’s Next: The Future of Visibility and Control in Fund Accounting

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Driving Operational Speed, Accuracy, and Scale Through Integrated Fund Admin Workflows

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Q2 Venture Capital Review: Startup Rebound?

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Founder’s Journey 101: Preparing for a Strategic Exit

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Unlock Firm Insights and Clarity with Carta’s Data Warehouse

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VC Masterclass: Setting a Target Fund Size

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How to Construct Your Fund for Long-Term Success

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VC Fund Performance Q1 2025

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A VC & Founder’s Journey from Fundraising to Strategic Partnership

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How to Map Your Investment Structures with Carta

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What's New, What's Next: Building Connected Fund Admin

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Smarter Compensation: Retain Talent & Run Lean

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Tariff Turmoil: Implications for Private Capital

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Fund Forecasting Live Demo: How to Make Data-Driven Fund Decisions

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IPO Readiness in 2025: Market Signals, Timing, and Looking Ahead

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Exits that Win: What Works, What Doesn’t, and How Fund Managers Quarterback Exits

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Private Equity Portfolio Companies & Funds: Connecting the Dots for the Audit Cycle

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PE Executive Equity: Data-Backed Insights

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Tax Season Recap & What’s Next for Startup Taxes

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VC Masterclass: Designing a Fund Thesis

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Founder's Journey 101: Accelerating Growth

View

VC Fund Performance in 2024

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What’s New, What’s Next: Carta Fund Admin in Q1

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Founder’s Journey 101: Scaling for Impact in Australia

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Insights from Carta's 2024 State of Compensation Report

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Shaping the Future of Venture Capital: Women in VC

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Shaping the Future of Venture Capital: Women in VC

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Best Practices: Planning for a Successful Year End

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Policy Outlook 2025: Implications for the Private Capital Ecosystem

View

VC Masterclass: Building an Investment Track Record

View

Singapore The Global Hub: 2025 Regulatory and Tax Changes for Fund Managers

View

2024 Venture Capital Review: Insights and Implications for the Coming Year

View

Founder’s Journey 101: Laying the Groundwork

View

Making Audits Easy: How to Streamline Your Fund’s Audit

View

What’s New, What’s Next: Carta Fund Admin in Q4

View

Looking Forward: A Glimpse into the Future of Fund Waterfall Management

View

Election 2024: Policy Implications for the Private Market Ecosystem

View

2024 Fund Performance Data: A European Perspective

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Fund Forecasting Demo

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State of Private Markets: End of Year Predictions

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The Lifecycle of a Private Equity Deal with Weil

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Essential Tools for Startup Success: QSBS Attestation

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Essential Tools for Startup Success: Elevate Your Compensation Strategy

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[Bonus Event] Startup Fundraising 101: Close Your Priced Round with Confidence

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Audit Mastery: The Essentials You're Not Thinking About

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Healthcare and Life Sciences: Growth and Funding Insights

View

Best Practices: How to Prepare for Year-End (Audit & Tax)

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Startup Fundraising 101: Post-funding Success

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Value Creation through Employee Equity: Insights from the 2024 Private Equity Ownership Trends Report

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Deep Dive: European Data Insights

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The Startup Guide to UK Fundraising: EIS and SEIS

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What’s New, What's Next: Carta Fund Admin in Q3

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VC Fund Performance: New Benchmarks for 2024

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Founders Guide to Board Management

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Equity Compensation: Three Essentials You're Not Thinking About

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Preparing for EOY: Get Ahead of Your Next Audit

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Startup Compensation in 2024

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GP Secrets: Fundraising & Investing in the Middle East & Asia Pacific

View

Pre-Seed Fundraising: Fresh Data from Q2 2024

View

Policy Playbook: How the 2024 Election Could Shape Private Market Policy

View

Essential Tools for Startup Success: Equity Management

View

Carta | NYSE: Getting Your Company IPO Ready

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Startup Fundraising 101: Crafting a Winning Pitch

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Policy Briefing: What Does the UK Election Mean for VC?

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First Close: From Managing SPV’s to Launching a Fund

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What’s New & What’s Next: Carta Alternative Assets Product Updates in Q2

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Forecasting Employee Compensation Accurately

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What’s New, What’s Next: Carta Fund Admin in Q2

View

FA Certification Program: Auditor Portal Overview

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FA Certification Program: Fund Tax Process

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FA Certification Program - Downloading SOC Reports

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FA Certification Program - Scenario Modeling Overview

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Business Guide to Taxes: Expiring Tax Incentives

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Private Equity Firm Operations: In-House v. Outsourced

View

Emerging Trends & Key Insights for Asset Allocators

View

Startup Fundraising 101: Mastering Fundraising Strategy

View

First Close: Optimising for Your First Close

View

Advisory Boards Unveiled: Elevating Australian Startups to Global Heights

View

State of Private Markets: Q1 Venture Spring?

View

Policy Playbook: Navigating the Shifting VC Regulatory Landscape

View

Startup Fundraising 101: Building Strategic Partnerships

View

How Did 2023 Change Valuations?

View

First Close: Acing Your Fund Operations Stack

View

Navigating the Corporate Transparency Act as a LatAm Based Business Owner

View

Pre-Seed Benchmarks: Fundraising Data for New Startups

View

Building Lasting Limited Partner (LP) Relationships

View

Best Practices: EOY Tax & Audit Planning

View

Equity Essentials: Making the Leap From Seed to Series A

View

Tender Offers 101

View

What’s New, What’s Next: Carta Fund Admin in Q1

View

State of Compensation: 2024 Outlook

View

First Close: Formations

View

Navigating Opportunities: State of Venture in the Middle East

View

Corporate Transparency Act: Simplify Filing With Carta

View

What’s New, What’s Next: Effortless Distributions Modeling

View

State of Private Markets: 2024 Predictions

View

Corporate Transparency Act: What Business Owners Need to Know

View

Unlocking ASC 820 Valuations for Funds: Best Practices & Recent Trends

View

Audit-Ready Expense Reporting: The Fundamentals of Share-Based Payments

View

What’s New, What's Next: Equity Management for LLCs

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What’s New, What's Next: Carta Fund Admin in Q4

View

Understanding Executive Compensation: A Conversation with Carta and Sequoia

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Founder Q&A: A Conversation With Poppy Flowers

View

HMRC Best Practices: How To Get the Most out of Your Share Plan

View

Prep for Your Audit: ASC 718 Expense Reporting

View

How To Get Your VC Fund Audit Ready

View

State of Private Markets: Q3 Headwinds

View

The Startup Guide to Taxes: Year-End Strategy for Success

View

SPV Structures: Which One Is Right for You?

View

FA Certification Program - Management Fees

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FA Certification Program - Distribution Workflow

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FA Certification Program - K1 and Tax

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FA Certification Program - SOI Approval and Update

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FA Certification Program - Distributions: Send Wire Instructions Request

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FA Certification Program - Reviewing Financials

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FA Certification Program - Cash Forecasting Overview

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FA Certification Program - Day One Financials

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FA Certification Program - Bulk Notices and Capital Call Reminders

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FA Certification Program - Requesting Transfers/Submitting General Requests

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FA Certification Program - Capital Call Workflow

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FA Certification Program - Reviewing Capital Calls

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Fund Administration - Subsequent Closings/Messaging

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FA Certification Program - Fund Metrics

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FA Contacts and Permissions

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How to Map Your Investment Structures with Carta

View

Smarter Compensation: Retain Talent & Run Lean

View

Tariff Turmoil: Implications for Private Capital

View

Q1 Venture Capital Review: From SAFEs to Exits

View

Tactyc by Carta Live Demo: How to Make Data-Driven Fund Decisions

View

IPO Readiness in 2025: Market Signals, Timing, and Looking Ahead

View

Exits that Win: What Works, What Doesn't, and How Fund Managers Quarterback Exits

View

Private Equity Portfolio Companies & Funds: Connecting the Dots for the Audit Cycle

View

PE Executive Equity: Data-Backed Insights

View

Tax Season Recap & What's Next for Startup Taxes

View

VC Masterclass: Designing a Fund Thesis

View

Founder's Journey 101: Accelerating Growth

View

VC Fund Performance in 2024

View

What's New, What's Next: Carta Fund Admin in Q1

View

Founder's Journey 101: Scaling for Impact in Australia

View

Insights from Carta's 2024 State of Compensation Report

View

[Regional Replay] Shaping the Future of Venture Capital: Women in VC

View

Shaping the Future of Venture Capital: Women in VC

View

Best Practices: Planning for a Successful Year End

View

Policy Outlook 2025: Implications for the Private Capital Ecosystem

View

VC Masterclass: Building an Investment Track Record

View

Singapore The Global Hub: 2025 Regulatory and Tax Changes for Fund Managers

View

2024 Venture Capital Review: Insights and Implications for the Coming Year

View

Founder's Journey 101: Laying the Groundwork

View

Making Audits Easy: How to Streamline Your Fund's Audit

View

What's New, What's Next: Carta Fund Admin in Q4

View

Looking Forward: A Glimpse into the Future of Fund Waterfall Management

View

Election 2024: Policy Implications for the Private Market Ecosystem

View

2024 Fund Performance Data: A European Perspective

View

Tactyc by Carta Demo

View

State of Private Markets: End of Year Predictions

View

The Lifecycle of a Private Equity Deal with Weil

View

Essential Tools for Startup Success: QSBS Attestation

View

Essential Tools for Startup Success: Elevate Your Compensation Strategy

View

[Bonus Event] Startup Fundraising 101: Close Your Priced Round with Confidence

View

Audit Mastery: The Essentials You're Not Thinking About

View

Healthcare and Life Sciences: Growth and Funding Insights

View

Best Practices: How to Prepare for Year-End (Audit; Tax)

View

Startup Fundraising 101: Post-funding Success

View

Deep Dive: European Data Insights

View

Value Creation through Employee Equity: Insights from the 2024 Private Equity Ownership Trends Report

View

The Startup Guide to UK Fundraising: EIS and SEIS

View

What's New, What's Next: Carta Fund Admin in Q3

View

VC Fund Performance: New Benchmarks for 2024

View

Founders Guide to Board Management

View

Equity Compensation: Three Essentials You're Not Thinking About

View

Preparing for EOY: Get Ahead of Your Next Audit

View

Startup Compensation in 2024

View

GP Secrets: Fundraising; Investing in the Middle East; Asia Pacific

View

Pre-Seed Fundraising: Fresh Data from Q2 2024

View

Policy Playbook: How the 2024 Election Could Shape Private Market Policy

View

Essential Tools for Startup Success: Equity Management

View

Carta | NYSE: Getting Your Company IPO Ready

View

Startup Fundraising 101: Crafting a Winning Pitch

View

Policy Briefing: What Does the UK Election Mean for VC?

View

First Close: From Managing SPV's to Launching a Fund

View

What's New & What's Next: Carta Alternative Assets Product Updates in Q2

View

Forecasting Employee Compensation Accurately

View

What's New, What's Next: Carta Fund Admin in Q2

View

Business Guide to Taxes: Expiring Tax Incentives

View

Private Equity Firm Operations: In-House v. Outsourced

View

Emerging Trends & Key Insights for Asset Allocators

View

Startup Fundraising 101: Mastering Fundraising Strategy

View

Carta LP/GP Summit

View

First Close: Optimising for Your First Close

View

Advisory Boards Unveiled: Elevating Australian Startups to Global Heights

View

State of Private Markets: Q1 Venture Spring?

View

Policy Playbook: Navigating the Shifting VC Regulatory Landscape

View

Startup Fundraising 101: Building Strategic Partnerships

View

How Did 2023 Change Valuations?

View

First Close: Acing Your Fund Operations Stack

View

Navigating the Corporate Transparency Act as a LatAm Based Business Owner

View

Pre-Seed Benchmarks: Fundraising Data for New Startups

View

Building Lasting Limited Partner (LP) Relationships

View

Equity Essentials: Making the Leap From Seed to Series A

View

Best Practices: EOY Tax; Audit Planning

View

Tender Offers 101

View

What's New, What's Next: Carta Fund Admin in Q1

View

State of Compensation: 2024 Outlook

View

First Close: Formations

View

Navigating Opportunities: State of Venture in the Middle East

View

Corporate Transparency Act: Simplify Filing With Carta

View

What's New, What's Next: Effortless Distributions Modeling

View

State of Private Markets: 2024 Predictions

View

Corporate Transparency Act: What Business Owners Need to Know

View

Unlocking ASC 820 Valuations for Funds: Best Practices; Recent Trends

View

Audit-Ready Expense Reporting: The Fundamentals of Share-Based Payments

View

Using Data To Plan for Employee Compensation

View

What's New, What's Next: Equity Management for LLCs

View

What's New, What's Next: Carta Fund Admin in Q4

View

Understanding Executive Compensation: A Conversation with Carta and Sequoia

View

HMRC Best Practices: How To Get the Most out of Your Share Plan

View

Founder Q&A: A Conversation With Poppy Flowers

View

Prep for Your Audit: ASC 718 Expense Reporting

View

How To Get Your VC Fund Audit Ready

View

State of Private Markets: Q3 Headwinds

View

The Startup Guide to Taxes: Year-End Strategy for Success

View

SPV Structures: Which One Is Right for You?

View