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2914 pages · Updated July 21, 2026
Pages
- Private credit pressures and policy implications
- Why contractors deserve equity | Carta
- Sahas Singh
- Introducing International Compensation Data | Carta
- Single Sign On Announcement | Carta
- Automated Custom Capital Call Notices with Dynamic Templates
- Allow multiple users to collaborate on LP closings
- Building for private capital: Product principles that power Carta
- The 2021 Carta liquidity report | Carta
- Beyond Spreadsheets: Essential Tools for Private Market Data Management
- ESG Data: The Key to Sustainable Investments in Private Markets
- Carta integration with Stripe Atlas helps founders fundraise faster | Carta
- Tariffs target China, roil U.S.
- The current state of employee exercise 2020 | Carta
- Introducing the Carta Developer Platform | Carta
- Carta + Deel partner on international exercises | Carta
- SAFEs, now automated on Carta | Carta
- EIS Tax Relief Explained: Benefits, Criteria, and How to Claim
- Carta partners with Vouch to automate insurance for startups
- Use Firstbase to Automatically Create a Cap Table on Carta Launch | Carta
- Charly Kevers
- Carta + Ramp | Seamless Expense & Fund Management
- Carta asks FinCEN for additional guidance on CTA compliance
- Request a demo | Carta IPO Advisory
- Carta 409A valuations for late-stage, private companies
- SEIS vs EIS: Comparing UK Venture Capital Schemes
- UK Startup Investment in 2024 | Carta
- SEIS Loss Relief
- Issuing Options: 5 Common Mistakes To Avoid | Carta
- Cap Table Management Tips from a Startup Lawyer | Carta
- The state of seed in 2023: insights from Seedcamp’s Reshma Sohoni
- Advance Assurance for SEIS and EIS
- Olga Serhiyevich
- Gwynneth Mazzola
- Seed Enterprise Investment Scheme: SEIS Guide for Startups
- Caroline Joseph
- Annual Equity Report 2021 by Carta
- State of Private Markets: Q2 2022 | Carta
- Carta Policy: Weekly Brief for August 5 | Carta
- Tariffs bring uncertainty—and opportunities—for PE and M&A
- Shadow Accounting in PE/VC: A Framework for Fund Control
- Conversions for QSBS Status: Best Practices for Restructuring LLCs Taxed as S-Corporations
- How Valor VC Uses Carta APIs to Streamline Portfolio Reporting and Audits
- Down rounds still high in Q2 2023 | Carta
- Liquid RSUs: A New Equity Paradigm for Private Companies | Carta
- Fast SAFE fundraising | Carta
- First Cut - State of Private Markets: Q4 2022 | Carta
- SAFE Insights tool | Carta
- Mica Cole, CEP
- Custom Tear Sheets with AI-Generated Commentary
- How Carta Is Fuelling abillion’s Journey to Sustainability
- Series B Pitch Deck Template | Carta
- Carta Total Compensation Data Reports | Carta
- Introducing Automated Money Movement | Carta
- Typical Time Between VC Rounds is Shrinking in SaaS, Rising in Fintech
- How to Extend Your PTE Window | Carta
- Reed McBride
- Carta for Management Companies
- Adam Freudenstein
- Creating Value through Connection
- Viba Subramaniam
- Corporate Transparency Act (CTA) Compliance for Startups | Carta
- Share-Based Payments – Free Guide | Carta
- Now you can use Rippling and Carta together | Carta
- Partnership with Assemble Simplifies Compensation Planning | Carta
- Jordan Agnew
- What is Form 1099-B? Reporting Proceeds from Broker Transactions
- Why M&A activity could rebound in 2024 | Carta
- How Carta Helps Harlem Capital Invest in Diversity
- Startup M&A in 2023 | Carta
- Federal government shutters with implications for private capital ecosystem
- Hiring International Employees | Carta
- Seed activity slowed in Q4 | Carta
- The State Small Business Credit Initiative (SSBCI) Explained
- How Day Trippers Doubled Their Valuation After Using Carta
- How we raised our Series A | Carta
- The growing Southern startup scene | Carta
- Series D Pitch Deck | Carta Example
- How AI is changing the compensation game for VC-backed startups
- Introducing Carta Total Comp | Carta
- How to file an EMI notification with HMRC
- Carta Investors Plugin
- Venture megadeals declined across 2022 | Carta
- SEC releases regulatory priorities under Atkins
- Carta 101 - Our Company, Values & Strategy | Carta
- VC round sizes rebound after a year of declines | Carta
- Understanding Growth Shares & Growth Share Valuations
- How Carta Helps Streamline Equity, Make Hires, and Save on Taxes
- Five charts showing how AI is dominating the venture fundraising market
- Are Spreadsheets Enough for Your LLC Cap Table?
- How safe is your SAFE in the QFC?
- AML/CFT Requirements Delayed for VC & PE
- Carta Partner Programs for Law and Accounting Firms | Carta APAC
- AI, automation, and global scale: How the smartest startups operate today
- Integrate your HRIS with Carta
- Carta Bolsters Commitment to Australia’s Startup & Investor Ecosystem
- Feedback Ventures: Why we became a Carta customer
- Private Equity Fund Administration | Buyer's Guide
- SEIS Tax Relief
- Document Intelligence for SPAs
- How Management Due Diligence Works in Practice
- Carta Policy: Midterm elections & crypto havoc | Carta
- Carta Policy: Weekly Brief for May 20 | Carta
- Carta Policy: Weekly Brief for April 1 | Carta
- Lawmakers Rethink Crypto Regulation Following FTX Meltdown
- Carta Policy: How midterms could impact capital markets | Carta
- Latest Median Biotech Series A Valuation, Size & Dilution
- The Carta liquidity report: Q1 2022 | Carta
- How much equity should I give early employees?
- File fund and SPV Taxes with Carta
- AML/CFT Requirements Delayed for VC & PE
- Equity 101 Course
- How OM Venture Capital Grew with the Help of Carta Fund Admin
- Distressed Debt: Features, Benefits, and Risks
- Share-Based Payments – Free Guide | Carta
- First-time audit checklist | Carta
- SEC releases regulatory priorities under Atkins
- State of Compensation: 2024 Outlook
- Carta Partner Programs for Law and Accounting Firms | Carta APAC
- AI, automation, and global scale: How the smartest startups operate today
- How Management Due Diligence Works in Practice
- Carta LP/GP Summit | Carta
- Restricted Stock Awards (RSA) Explained
- Automated money movement | Building the ERP for Private Capital
- Market Sizing Guide | Carta
- Why Your Cap Table and Waterfall Must Be Natively Connected
- Jazlyn Chew
- Igor Oliveira
- How ESOPs Power Australia’s Startup Ecosystem
- Employee Shareholder Bill of Rights | Carta
- Annual Equity Report 2024
- The Problem with 409A Valuations | Carta
- Michael Meng
- Are Your Cap Table and Waterfall Investor-Ready?
- How dataroomHQ raised $3.5M through a cold LinkedIn message
- The Essential Startup Manager's FAQ - From the CEO | Carta
- How this maternal-health founder closed a round while postpartum
- QSBS enters the chat
- What is a Multi-Family Office? Guide to Structure & Operations
- How a Spanish Solar Startup Succeeded in the U.S. Market
- What is a Single-Family Office? Structure, Setup, & Operations
- Carta vs. Pulley: Side-by-Side Comparison
- Innovative go-to-market strategies: The importance of storytelling in B2B
- Tax policy: The landscape for private equity firms in 2025
- Headcount Planning Beyond the Budget: A Founder's Guide
- Winning go-to-market strategies: Insights from a revenue chief
- Trump’s tax bill jeopardizes carried interest
- Carta's Option vs. RSU Calculator | Carta
- How to build lasting LP relationships: Insights for emerging fund managers
- Our Series E and the future of Carta | Carta
- Startup salaries are on the rise in 2025—especially for AI engineers
- The state of private company financing in 2018 | Carta
- How Australian Founders Should Prepare for Investor Due Diligence
- Breaking the traditional VC mold: Insights on fund structures for the future
- VCs and startups are adapting to a new valuation landscape | Carta
- How a Canadian founder's curiosity led to a surprise term sheet
- Carta's 409A valuation practice
- How this GP has Supported Women, from the UN to Venture Capital
- Early-stage VC deals declined Q4 2022 | Carta
- How To Leverage ZEPOs as Part of Your ESS
- The Reality for Australian Startups when Issuing U.S. Employee Equity
- Future of Climate Tech: AI, Clean Energy, & Grid Resilience Insights
- California Rises, Florida Falls: How VC Funding Shifted in 2024
- Volcker Rule reform: unlocking capital for venture funds | Carta
- The next evolution of Carta | Carta
- Why you should regularly review your compensation plan
- Pay Transparency: What Companies Need to Know
- Jenna Lee
- How this psychedelic drug company went private and raised a $103M Series A
- First Cut – State of Private Markets: Q1 2023 | Carta
- Introducing Single Sign-On (SSO) for company admins
- Secondary Transactions in APAC: How Employees Unlock Equity Compensation
- Enterprise Investment Scheme: EIS Guide for Startups
- How Carta is Fixing 83(b) Elections
- Product-market fit and go-to-market: Insights from an early-stage VC
- The first end-to-end operating system for Fund of Funds
- Private Credit | Growth, Access & Policy Shifts
- SEIS Investment Funds
- Inside the Carta CRM MCP Server
- How a stressful board meeting—and a little luck—led to a large seed round
- Why Your K-1s Are Late: Who’s Responsible?
- Employee Attrition: Types, Causes & Trends for Startups
- What is a Virtual Family Office (VFO)? Powering the Modern Fund
- Why this PE Operating Partner Thinks Everyone Should Spend Time in Sales
- Carta & Morgan Stanley at Work Announce Streamlined IPO Solution
- The Fair Share: A Charter for Maximising Employee Equity
- Startup salaries vs. cost of living | Carta
- Beyond Intuition: Using Quantitative Portfolio Models for Successful VC Fundraising
- The Year-Round Problem with Seasonal Tax Thinking
- Adding CRM to the Carta ERP
- What is a Salary Band? How to Provide Fair, Consistent Pay
- Daniel Tonga
- Ownership from the Factory Floor to the C-Suite
- Why this Atlanta-based CFO is Betting on the Super South
- Carta Total Compensation Data is Now Available in Claude
- The AI-Native PE CRM: Does Your CRM Have the AI Edge?
- Pre-revenue and pre-product? No problem for founder's fundraise
- What to look for in a 409A provider
- EIS Investment Funds
- The Meeting You're Not Counting as a Tax Cost
- Modernising 409A valuations for early-stage companies
- "Being an Outsider Means Freedom": Serial Entrepreneur and Investor Ade Ajao
- Speed, Accuracy, and Insight: Building a Tech-Forward Path to Day One Financials
- New attitudes toward equity are changing the compensation equation | Carta
- MISTO explained: convertible instruments for Brazilian startups
- Why the Professional Lacrosse League grants stock options to players
- Solving the first time CEO puzzle with Forethought AI founder Deon Nicholas
- How to create an equity education program
- Expanding Carta Total Compensation to Non-Carta Customers
- What Hong Kong’s “Big Bang” Tax Cuts Mean for Your Fund
- Why this VC bets on ‘boring’ industries
- From Executive Assistant to Head of Operations: A Venture Career Journey
- State of Pre-Seed Q3 2025
- This Rom-Com Media Startup is Bending Genres
- The Power of Connection: Eva Ho on Turning Challenges into Advantages
- State of pre-seed fundraising: Q2 2023 | Carta
- Work @ Carta, get liquidity | Carta
- How Dynasty Builds a Strong Startup Team with Carta Total Compensation
- The next era of compensation management with Carta + Rippling
- VCs eye early-stage deals | Carta
- How Coffee Resurrect Uses Carta Launch to Get Ready for Its Seed Round
- On driving fund outcomes early with SemperVirens director of finance Simran Arora
- Beyond Point Solutions: Automating the Valuation Workflow with the Carta ERP
- How This CFO Charted a Career from Big Four Audit to Venture Capital
- Carta SPVs: An Offering That Drives Accuracy and Efficiency for UK Investors
- Why We Opened Carta Singapore | Carta
- Data scientist
- Video: We are Carta | Carta
- Cookie Usage | Legal Hub
- Supplier Procurement Terms | Legal Hub
- Supplier Information Security Standards | Legal Hub
- Why We Built Carta Launch
- Why Talent-Acquisition Startup Guide Switched from Pulley to ‘Industry Standard’ Carta
- Job Leveling Guide
- Compensation Philosophy Toolkit | Free Resource
- CTC: Compensation strategy ebook | Carta
- Better Valuations with Complex Waterfalls and Tracebacks
- Multi-Entity Waterfalls for PE Deal Structures
- How to Hire | Carta
- Build custom valuation reports from your Data Warehouse
- Carta Expands to Middle East, Offering Fund Administration & Equity Management
- Analyzing the Gender Equity Gap | Carta
- Vauban Cookies Policy | Legal Hub
- Carta Europe Privacy Statement | Legal Hub
- Notice of Cancellation of Shares | SH06 Form
- Chad Willbur
- State of Startup Compensation: H2 2024
- Brazil Pay Transparency | Legal Hub
- Privacy Policy for California Candidates | Legal Hub
- Cookie Policy | Legal Hub
- Supplier Code of Conduct | Legal Hub
- Josh Durst-Weisman
- Responsible Disclosure Policy | Legal Hub
- Current Sub-processors on Carta | Legal Hub
- Carta Europe Privacy and Data Protection
- Cap Table Data Privacy | Legal Hub
- Generative AI at Carta | Legal Hub
- Carta Europe Email Policy | Legal Hub
- Carta Law Complaints Policy | Legal Hub
- Carta Europe Data Security and Privacy | Legal Hub
- Modern Slavery Act | Legal Hub
- Carta Europe Service Partners | Legal Hub
- Carta Law Complaints Policy | Legal Hub
- State of Private Markets: Q1 2024 | Carta
- How the Corporate Transparency Act impacts private funds
- index-2.html
- State of Private Markets: Q1 2023 | Carta
- What is Private Capital? How the Private Capital Market Works
- What Are Equity Investments in Private Markets?
- CS01: Filing a Confirmation Statement with Companies House
- State of Private Markets: Q4 2023 | Carta
- Founder Ownership Report 2026 | Full Report from Carta
- Tender offers are helping fill the gap left by venture capital’s IPO lull
- The KYC Onboarding Process: A Complete Guide to Compliance
- As VC deals shrink, convertible fundraisings are on the rise | Carta
- Dividend Recapitalization: Definition & Process for Fund Managers
- PIK Interest: A Guide for Private Credit
- Startup step-up multiples | Carta
- State of Private Markets: Q1 2022
- Startups are renewing their embrace of tender offers in 2024
- White House, SEC provide roadmaps for advancing crypto policy agenda
- Shrinking Valuations & Layoffs Are Reshaping the Tech Job Market
- Where to set up your fund: A comparative guide for fund managers
- Startup shutdowns are accelerating | Carta
- State of startup compensation, H2 2022 | Carta
- What is a Fund Valuation Policy?
- Direct Listings Explained: Comparing Direct Listing vs. IPO
- How DiCaprio-backed SolarMente Uses Carta SAFEs to Leverage Opportunities
- Understanding the Guideline Public Company Method for Valuations
- How Carta Makes Phantom Equity Simple for Athena LLC
- State of startup compensation, H2 2023
- Understanding Private Market Investing: How It Works & Key Participants
- Shelby Whitefield, CPA
- Emerging VCs Adjust to a New Fundraising Reality | Carta
- Calvin Cheng, CEP
- Regulation D: Offerings, Exemptions, & Changes
- How Starport Capital Powers Portfolio Construction with Strategic Data from Fund Forecasting
- Charlie Pennington
- Equity Refresh Calculator | Carta
- J-Curve: Definition, Drivers & Mitigation Strategies
- SPV Spotlight: Private Equity Edition 2024
- Orchestrate Complex Expense Allocations with Confidence
- Purpose-Built Data Extraction for Private Capital Call Schedules
- Elaine Wong
- Loan Operations 101 | Free Guide
- Samantha Widman
- Dry powder is piling up in VC | Carta
- Kevin Dowd
- Round Benchmarking Tool by Carta
- Clear intercompany balances with a cross-entity view
- Market Sizing Guide | Carta
- The Carta Handbook for Late-Stage Private Companies
- State of Private Markets: 2025 in Review | Carta
- Late-Stage Startups’ Median Valuations Fell Deeper in Q1 | Carta
- Leah Rodriguez
- GPCM Valuation Calculator | Carta
- Peter Walker
- How Kapor Capital Uses Carta to Advance Its Socially Conscious Investment Thesis
- Query capital activity directly in the Data Warehouse
- Venture Capital Regulatory Playbook
- How VC secondaries became ‘release valve’ for startup liquidity pressures
- How SVB's collapse could impact private-market policy | Carta
- Hamza Shad
- Unlocking ASC 820 Valuations for Funds: Best Practices & Recent Trends
- Enhance Your Chart of Accounts with Custom Reporting Tags
- Shubhi Nigam
- Scarlett Pierce
- Watch expense transactions flow directly into your general ledger
- Centralize your ManCo accounting and budgeting
- How the SaaS fundraising scene is shifting in the age of AI
- How High Circle Ventures Used SPVs to Launch a VC Firm
- Janet Deng
- Growth of Secondaries is Causing a Data Headache for Investors
- Keep an eagle eye over shared expenses
- First-Time Fund Manager Checklist
- AI is shaping the policy landscape, but is less unified than expected
- John Hoffman
- Evergreen Funds: Flexible Private Credit Fund Models & Structures
- Webb Allen
- Turn Investors into Partners with Carta’s Investor Relations Tools
- DOL moves to democratize access to alts in 401(k)s
- State of Pre-Seed: 2025 in Review
- State of Private Markets: Q2 2023 | Carta
- Data Minute Newsletter Signup | Carta
- Should I Exercise My Vested Stock Options? The Math May Have Changed
- UK Fundraising Collection | Carta
- Venture capital investing | Equity 101 Course
- Company tax reporting requirements | Carta
- Sean Dugan
- The Best Fund Administration Software & Services for 2026
- Visual accounting | Building the ERP for Private Capital
- KPI & financials template | Carta
- Amanda Domingues
- Structure remains persistent in VC rounds in ‘24 | Carta
- Glossary of basic equity terms | Equity 101 Course
- Capital calls | Building the ERP for Private Capital
- Carta’s Private Markets Report – Q3 2020 | Carta
- Startup Fundraising 101 | Glossary
- Evergreen Funds in Private Credit | Carta Whitepaper
- Michael Wu
- Loan operations | Building the ERP for Private Capital
- Startup M&A seeks path amid Q2 chill | Carta
- Extracting Portfolio Company Data from PE Fund Manager Reports
- Tax Cuts and Jobs Act (TCJA) Sunset: How to Prepare
- Portfolio valuations | Building the ERP for Private Capital
- GP carry tracking | Building the ERP for Private Capital
- Carried interest in the crosshairs
- The Carta liquidity report: Q3 2022 | Carta
- Private Equity vs. Public Equity: How to Value a Job Offer
- Carta's API Platform: Build with equity, together | Carta APAC
- 401(k) for High-Growth Companies | Carta, Vestwell & Morgan Stanley
- Carta pushes SBA to bolster fund managers and innovators
- 2026 PE Executive Equity Report
- 23andMe CEO Anne Wojcicki’s tactics for disrupting an industry | Carta
- New Communication Center Streamlines Communications for Startups
- Solo Founders Report 2025
- Resources for QSBS: Save Up to Millions in Capital Gains Tax
- Limited Liability Companies (LLC) Collection | Carta
- Corporate Transparency Act: Issue brief | Carta
- Equity for Everyone: How Carta Benefits Investors and Employees at HelloSelf
- Visual accounting | Building the ERP for Private Capital
- index-2.html
- The Carta liquidity report: Q2 2022 | Carta
- Visual accounting | Building the ERP for Private Capital
- Carta’s Private Markets Report - Q2 2020 | Carta
- How to exercise equity | Equity 101 Course
- Market Cap Formula: How to Quickly Calculate Market Cap
- Startup Fundraising 101 - Section 1: Fundraising Basics | Carta
- Invest in startups | Equity 101 Course
- Valuations, explained | Equity 101 Course
- Why Compliance Culture Is Harder To Build than It Looks
- 2025 Policy Outlook: Implications for the private capital ecosystem
- State of Startup Compensation: H2 2025 | Carta
- Best Cap Table Software for 2026 | Buying Guide
- Nick Dehn
- $226B Secondaries Boom Highlights LPs’ Needs for Better Data
- IRS Form 6251 Instructions: Determining AMT
- Startup Fundraising 101 - Section 2: Early-Stage Deal Mechanics | Carta
- Startup Fundraising 101 - Section 3: The Pitch Deck and Funnel Process | Carta
- Stock Option Plan Templates
- Policy Insights : Accredited investor criteria | Carta
- How to manage a sidecar investment vehicle
- Angelina Lam, EA
- State of Private Markets: Q4 and 2024 in review
- How to file an EMI annual return with HMRC
- The Best CRM for Private Equity for 2026 | Buying Guide
- Startup Fundraising 101 - Section 4: The Series A | Carta
- Manage fundraising end to end and stay aligned with your LPs
- The Corporate Transparency Act: Reporting & Compliance
- Equity grants, explained | Equity 101 Course
- Automated, investor-ready tear sheets
- Real-time updates for your returns this tax season
- Carta Enters LP Portfolio Analytics through Acquisition of Accelex
- How to sell your shares | Equity 101 Course
- Keep all your fund documents organized and searchable—in one place
- Streamline the audit confirmation process
- How much equity should I give early employees?
- What is Scenario Modeling? | Carta
- Vrushali Paunikar
- Annual Equity Report 2023 by Carta
- Carta's Private Markets Report - Q4 2020 | Carta
- What's a cap table? | Equity 101 Course
- Bridge Rounds Got a Boost in Q2
- Integrate Investments Data & Streamline Monitoring with Fund Forecasting by Carta
- Streamline Carry Distribution with Automated Calculations
- A new way to make faster, smarter decisions with your fund data
- Carta and Fund Forecasting: FP&A for the Office of the Fund CFO
- The QSBS exemption: Issue brief | Carta
- Annual Equity Report: Who owns equity in 2021? | Carta
- Anthony Cimino
- State of Private Markets: Los Angeles | Carta
- R&D expensing: Issue brief | Carta
- How vesting works | Equity 101 Course
- Variable Compensation: Types & Best Practices for Variable Pay Plans
- Switching to Carta from AngelList or Pulley | Guide
- How To Build Legal AI Systems that Tackle Ambiguity
- QSBS Rollovers: A Guide to the Section 1045 Rollover
- IPO Activity Has Increased Two Years in a Row. Will 2025 Make it Three?
- Singapore Holding Companies: Equity Management in Southeast Asia
- Your General Ledger Cash Flow Data, Integrated with Fund Forecasting
- How Alaan Used Carta to Turn Employees into Real Owners
- ESOP Payroll Tax Obligations for Australian Startups
- Job Leveling: The Solution to Compensation Pains
- Rule 144 Explained: Conditions, Holding Periods, and Volume Limits
- Why GenAI Isn't Enough for Legal Work
- Phantom Equity Explained: A Founder's Guide
- AI Clauses in NDAs: Protecting Confidentiality
- Hidden Costs of Choosing a Cap Table for Short-Term Savings
- Legal AI is Booming. But Is It Solving the Right Problems?
- Employment Related Securities & ERS Returns
- Scenario modeling for startup investments | Carta
- Total Rewards Statement: What's Included & Examples
- Vanessa Chin
- Venture scouting – networks-based investing
- How Carta Uses Machine Learning for Compensation Benchmarks
- New regulations are spurring VC dealmaking in crypto
- Is Your Legal Model Ready for AI?
- Fund Administration is Broken | Carta
- Trends in 409A valuations | Carta
- Carta CRM Plugin
- Exit Opportunities & Secondary Market Strategies for Egyptian Startups
- Natasha Arora
- Carta Ventures: looking for founders | Carta
- HR leaders grapple with the startup equity gap | Carta
- What is Form 3921? When & How to File
- Building Fund Admin | Carta
- Why Data Security Is a Hidden Risk in Legal AI
- Patrick Daniel
- Pre-Money SAFEs vs. Post-Money SAFEs
- Multi-Member LLC (MMLLC): Types, Taxes, & Payments
- Carta
- Fully Diluted Shares: Understanding Fully Diluted Share Count
- Should investors be concerned about 2021 venture funds?
- Return of Allotment of Shares | SH01 form
- Board Deck Template & Board Meeting Tips
- Private stock picking | Carta
- State of Startup Compensation: H1 2025
- Josh Steinfeld
- Single-Member LLCs & How They Work
- Ann Hodge
- Golden Parachute: Pros, Cons, & Uses for Executive Compensation
- Carta in Waterloo | Carta
- Seed-Stage Valuations in 2022 | Carta
- Automated deal pro forma modeling for lawyers & founders | Carta
- Common Employee Stock Option Tax Questions
- How to Operate a Successful Angel Network | Carta APAC
- SEC’s Private Fund Adviser Rules | Carta
- Inside the late-stage lull | Carta
- Understanding the Federal Estate and Gift Taxes for Equity
- The Australian Startup Outlook 2026 | Free Data Report
- RADAR and Carta: Empowering Equity Ownership with QSBS and Early Exercise
- Henry Ward on Twenty Minute VC
- Daniela Ogliaro, CEP
- Vauban Terms and Conditions | Legal Hub
- A guide to private credit financing for private companies
- Employee Stock Purchase Plan (ESPP): How ESPPs Work
- Why Carta supports the QSBS exclusion to protect startups | Carta
- QSBS Stacking & Packing Benefits for Founders at Exit
- Fund Operations Payment Terms and Conditions | Legal Hub
- Single-Trigger vs Double-Trigger RSUs: Key Differences
- How Mezcalum Leverages Carta and QSBS to Reduce Capital Gains Taxes for Shareholders
- 83(b) Elections for Founders | Carta
- Startup Pitch Deck Template | Carta
- Bridge Round: What Is It & How Does It Work?
- Luminary Cloud Chooses Carta for Qualified Small Business Stock (QSBS) Attestation Letter and Equity Advisory
- QSBS: Protected, and expanded
- What is Dry Powder in Private Equity and Venture Capital?
- Michael Sechuga
- Fund Formation Collection | Carta
- Suspicious Activity Reports (SARs): A Guide for Fund Compliance
- Kyler Thomas
- Bridging the Infrastructure Gap in Private Capital | Whitepaper
- Australia Private Fund Regulatory Playbook | Carta
- Salary Benchmarking for Startups: How To Offer Competitive Compensation
- Jaron Wright, CFA
- QSBS Eligibility Guide | Carta
- Founder’s Guide to QSBS | Carta
- Understanding a 409A Valuation Report (Free Example)
- Accounting for Share-Based Payments
- The Carta 409A Valuation Process | Carta
- UK Company Registers & Company Filings
- How Much Should Startups Pay Their First Employees?
- The Rise of ESOPs in the UAE: A Shift from Cash to Equity
- How Secondary Transactions Impact Valuations | Carta
- Tax Preparation Product-Specific Terms | Legal Hub
- Request Demo | Carta Total Compensation
- Hilary Friesen
- Equity Compensation: Three Essentials You're Not Thinking About
- State of Private Markets, Q3 2023 | Carta
- A Better Job Offer Letter Template [Free Download]
- Manage Your Equity Pool with Carta’s New Hire Equity Forecast Report
- VC 101 - Learn | Carta Classroom
- Pre-Seed Fundraising: Fresh Data from Q2 2024
- Record-setting early-stage valuations
- Founders Guide to Board Management
- GP Secrets: Fundraising & Investing in the Middle East & Asia Pacific
- Startup Equity Calculator: How to Value Startup Equity
- [Bonus Event] Startup Fundraising 101: Close Your Priced Round with Confidence
- Building Lasting Limited Partner (LP) Relationships
- Exits that Win: What Works, What Doesn’t, and How Fund Managers Quarterback Exits
- The Startup Guide to UK Fundraising: EIS and SEIS
- State of Pre-Seed: Q3 2024
- Q4 2025 VC Fund Performance
- Preparing for EOY: Get Ahead of Your Next Audit
- Making Audits Easy: How to Streamline Your Fund’s Audit
- What’s New, What’s Next: Carta Fund Admin in Q4
- Luxembourg Fund Administration Payment Terms and Conditions | Legal Hub
- What’s New, What's Next: Carta Fund Admin in Q3
- Audit Mastery: The Essentials You're Not Thinking About
- Startup Fundraising 101: Post-funding Success
- How Legalist Scales Private Credit Investments with Carta’s Unified Fund Administration
- Policy Outlook 2025: Implications for the Private Capital Ecosystem
- VC Masterclass: Designing a Fund Thesis
- Deep Dive: European Data Insights
- 2024 Fund Performance Data: A European Perspective
- What’s New, What’s Next: Carta Fund Admin in Q1 (2025)
- The Lifecycle of a Private Equity Deal with Weil
- Healthcare and Life Sciences: Growth and Funding Insights
- Singapore The Global Hub: 2025 Regulatory and Tax Changes for Fund Managers
- Best Practices: Planning for a Successful Year End
- Fund Forecasting Demo
- Carta’s Next Evolution—An ERP for Private Capital
- Request a demo | Carta Private Credit
- Essential Tools for Startup Success: Elevate Your Compensation Strategy
- Shaping the Future of Venture Capital: Women in VC (Replay)
- Transfer LLC Ownership: Guide to Partial & Full Transfers
- Tax Season Recap & What’s Next for Startup Taxes
- Shaping the Future of Venture Capital: Women in VC
- Unlock Firm Insights and Clarity with Carta’s Data Warehouse
- Fund Forecasting Live Demo: How to Make Data-Driven Fund Decisions
- Insights from Carta's 2024 State of Compensation Report
- Non-Qualified Stock Options (NSO): How NSOs Work
- Founder’s Journey 101: Laying the Groundwork
- AI by Carta: Superior Intelligence for Private Capital
- Election 2024: Policy Implications for the Private Market Ecosystem
- 2024 Venture Capital Review: Insights and Implications for the Coming Year
- Fund Tax Complexity: What Your Fund Structure Actually Requires
- What’s New, What’s Next: The Future of Visibility and Control in Fund Accounting
- LLC Funding: How to Fund Your Limited Liability Company
- State of Private Markets: End of Year Predictions
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- Capital Call Lines | Free Resources
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- Eli Kramer
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- A Sample Stock Option Plan for Your Startup
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- How PE’s exit math is changing | Carta
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- Introducing Carta's Plugins for Claude
- Australian Budget 2026: New Caps, New Rules and Your Next Move
- Qualified Small Business Stock (QSBS) Explained
- Business Valuations Terms and Conditions | Legal Hub
- Cap Table 101 - Section 3 | Carta Classroom
- Market Size: What is TAM, SAM, & SOM?
- IPO Readiness in 2026: The Market Outlook and How AI Is Rewriting the IPO Timeline
- Cap Table 101 - Section 2 | Carta Classroom
- Total Value to Paid-In Capital (TVPI) Definition & Formula
- General Partner (GP): Responsibilities & Role in Private Funds
- Financial Reporting: Types, Use Cases & What to Include
- Limited Partner (LP): Responsibilities & Role in Private Funds
- Scopes of Services | Legal Hub
- What is an RSU? Definition, Benefits, & Taxes
- Year-end fund tax and audit guide | Carta
- Option Pool Definition: How to Size Your Employee Option Pool
- VC Masterclass: Building an Investment Track Record
- Valuations Audits: What to Expect & How to Prepare
- Venture Playbook Download | Carta
- How Co-Founders Split Equity [Free Equity Split Calculator]
- Tax Planning for Small Businesses: Credits & Deductions to Know
- Broken Cap Tables - Solving Cap Table Entropy | Carta
- VC 101 | Carta Classroom
- Private Company: Definition & Types of Private Companies
- Liquidity Events: Definition, Types & How to Prepare
- Types of Investors & Roles for Startups
- Emerging Manager's SPV Guide | Carta
- Convertible Securities: SAFEs vs. Convertible Notes
- Membership Interests: Understanding Equity for LLCs
- Deal terms grew less investor-friendly in Q3 | Carta
- The Round Benchmarking Tool: Interact with Carta Data
- What is the Strike Price of a Stock Option?
- Exercising Stock Options: How & When to Exercise Options
- What is a Burn Rate? How to Calculate Your Cash Runway
- Initial Public Offering (IPO): The Basics of the IPO Process
- Carta Launch: Free Cap Table Software for Founders
- What is a SAFE? (Simple Agreement for Future Equity)
- What is Board Management & How Does It Work?
- Private Equity Due Diligence: How to Evaluate Deals
- Stock Warrants Explained: Definition and How Warrants Work
- What is an Angel Investor?
- Articles of Incorporation: Definition & Examples
- Request a demo and join Carta | Cap Table | Carta
- How to Find a Co-Founder: A Guide for Startups
- Fair Market Value (FMV): Definition & How to Calculate FMV
- Founder Ownership Report 2025 | Carta
- Cap Table Template: Get Started For Free
- Waterfall Analysis: How to Model Exit Waterfalls
- Terms & Agreements | Legal Hub
- Cap Table 101 Video Course | Carta Classroom
- Privacy | Legal Hub
- Security | Legal Hub
- Compliance | Legal Hub
- Supplier Information | Legal Hub
- 409A vs HMRC Company Valuations: What's the Difference?
- Private Company Valuations: How to Value a Private Company
- Purchase Price Allocation (PPA): Process & Methodologies
- Profits Interest: A Guide to Equity Compensation in LLCs
- Priced Rounds: Understanding Priced Rounds vs SAFEs
- Employee stock ownership plans (ESOP) | Carta
- Dematerialization of shares of a private limited company in India
- Private Credit Investing: Strategies & How It Works
- Fund Economics Report 2025 Full Report
- M&A Essentials: A Guide to Deal Structures, Transactions, and Process
- Will falling interest rates spark another VC boom?
- What is a Fund of Funds? Types, Structures, and Strategy
- What is Middle Market Private Equity? Deal Size & Strategies
- How to Start a Private Equity Firm
- Startup Lawyers: A Founder’s Guide for Finding a Law Firm
- Dissecting the Master-Feeder Fund Structure
- Private Equity Investment Strategies: 5 Key Approaches
- Amid M&A Pullback, The Market for Selling Your Startup is Shifting
- What is ASC 820? A Guide to Fair Value Measurements
- Accredited Investors: Definition, Requirements, and Verification
- Employment Tenure Statistics for Startup Companies | Carta
- Hurdle Rate: Explainer for Fund Managers and Investors
- Schedule of Investments (SOI): A Complete Guide
- Mezzanine Debt: What it is and when to use it
- Ownership trends in private equity | Carta
- What is Debt Financing? Definition & How It Works
- Fund Economics Report 2025
- The Audit Trail: A Fund’s System of Record
- Private Equity Secondaries: The Operational Guide
- Private Equity Fund Structure: Diagram & How to Structure a PE Fund
- What is Value Creation? From Portfolio Strategy to Reporting
- IPOs stayed scarce in Q1 2024 | Carta
- Investor Relations in Private Equity: What LPs Want Most
- How Professional Services Firm Sikich Leveraged Carta to Power Its Employee Ownership Expansion
- Distressed Debt: Features, Benefits, and Risks
- Entity Management: Core Components & Best Practices
- PE Connected Clarity Playbook | Carta
- Ashley Thor
- Pro Forma Financial Statements: What to Include
- Chan Mi Goh
- Investor Onboarding: How to Streamline the Onboarding Process
- Business Exit Strategies & Exit Planning
- Value Creation through Employee Equity: Insights from the 2024 Private Equity Ownership Trends Report
- Fund Accounting Principles in VC and Private Equity Funds
- Fund-Level Asset Allocation: How to Build a Balanced Portfolio
- Portfolio Valuation: How to Build a Defensible Valuation Process
- How Kayne Anderson Uses Carta to Manage Its Private Equity Portfolio
- Growth Equity: Overview, Uses, and Lifecycle
- Fund Forecasting: The Fund CFO’s Playbook
- Venture Capital Solutions: Connect Your Entire Fund
- A Guide to Portfolio Monitoring in Private Equity & VC
- SPV Spotlight: Q3 2024
- What is Carried Interest? Definition, Taxation & Fee Structures
- Fund Management Software for Private Equity & VC | Carta APAC
- Leveraged Buyout (LBO): Definition & Process
- The accredited investor definition: Issue brief | Carta
- Co-Investment: The Operational Playbook
- What is a VC Fund Closing?
- The INVEST Act: Building for the next generation of American innovation
- Venture Capital Regulations: What You Need to Know
- What is a Capital Call in Private Equity and Venture Capital?
- Deal Flow: Process & Deal Flow Management Best Practices
- Switching to a New Fund Administrator | Carta
- Not All Boats Rise with the AI IPO Tide: Policy Weekly 7/17/26
- Portfolio Management: Strategies for Managing PE & VC Portfolios
- The General Ledger (GL): A Fund’s Single Source of Truth
- LP Investor Pitch Deck: Free Template for Fund Managers
- Plans & Pricing for Fund Management in APAC
- Data Collection | Carta APAC
- Venture Debt Explained: Pros & Cons for Startups
- Request a demo of Fund Forecasting
- GPs are raising more small VC funds than ever
- What is a K-1? Understanding the Schedule K-1 Tax Form
- Agentic cash reconciliation and SOI tagging for Fund Admin
- AI-enabled portfolio data collection for faster valuations
- The Investment Thesis: Writing Your Fund’s Strategic Blueprint
- Early-Stage Founders Collection | Carta
- Stephen Prihoda
- How Base10 Turns Fund Admin into a Strategic Advantage with Carta
- VC Masterclass: Setting a Target Fund Size
- What is a PCAP? The Partner Capital Account Statement Explained
- Tax-ready playbook for emerging VC funds | Carta
- What is equity management? How to manage your company's ownership
- Streamlining International AML and KYC Compliance for Private Funds
- What’s New, What’s Next: Carta Fund Admin in Q2
- Search | Carta
- Management Fees: A Guide to Fee Structures in Private Funds
- Fund Distributions: Capital Payouts in VC & PE Funds
- Get a demo of Carta ESS | Carta
- Net Asset Value (NAV): Definition & Formula for Fund Benchmarking
- Fund Audits: How to Prepare for a VC and PE Fund Audit
- Plans & Pricing for Private Corporations in APAC
- How Distribution Waterfalls Work in Private Equity & VC
- The geography of venture capital: Issue brief | Carta
- How PowWater is Revolutionizing Clean Water Access across Africa with Carta
- Modern Fund Operations: A Practical Guide for VC Firms
- Careers at Carta | Carta Jobs
- Data Desk by Carta: Private Market Insights
- 506(b) vs. 506(c) Offerings: A Guide for Private Funds
- Why Australia-based Dovetail Switched from Excel Spreadsheets to Carta
- Fund Formations: Get Started with Carta | Carta APAC
- Request a demo of Deal CRM
- Equity Management Software: One Platform, Unlimited Potential
- How Endowus Expanded to Hong Kong, Using Carta to Streamline Regulatory Compliance
- Blue Sky Laws: Definition & Regulation
- Fund Management: Understanding Fund Management for Private Funds
- Investor Reporting: From Compliance to Strategy
- Rita Astoor
- SPV Formation & Management: Quickly Raise Capital | Carta APAC
- Equity education
- Corporate Transparency Act: What Business Owners Need to Know
- Fund Administration Software for Private Equity & VC | Carta APAC
- Total Comp: Compensation Management Software | Carta APAC
- Private Equity Software: Connected Private Equity Fund Management
- Request a demo of Carta Fund Administration
- About Carta - Our Story | Carta
- Carta Classroom | Carta
- Secondary Markets & Secondary Market Transactions Explained
- Fund Management Software for Private Equity & VC | Carta APAC
- The Fund Lifecycle: Investment Strategies at Each Stage
- Customer Case Studies | Carta Success Stories
- Policy Desk: Driving Policy That Supports the Private Market Ecosystem.
- Carta Loan Operations: Integrated Loan and Fund Operations
- Request a demo | Carta Fund Formations
- The Startup Guide to Taxes: Year-End Strategy for Success
- Liquidity Solutions: From Tender Offers to IPO | Carta APAC
- Essential Tools for Startup Success: QSBS Attestation
- VC Fund Performance: New Benchmarks for 2024
- Startup Compensation in 2024
- Compliance Solutions: Turn KYC into Competitive Edge
- Valuations for Private Companies & Startups | Carta APAC
- Carta Coverage and Press Kit | Carta
- Founder's Journey 101: Accelerating Growth
- The Carta Blog
- Contract Review & Negotiation: Scale Your Deal Flow
- Deal CRM: Deal Flow & Management Software for Private Capital
- FA Certification Program: Fund Tax Process
- Fund Services: Faster Transfers. Stronger Investor Relationships.
- The Agentic ERP for Funds
- Private Corporations Solutions: Simplify Your Equity Management | Carta
- Expense Accounting: Stock-Based Compensation Reporting | Carta APAC
- Carta Events - Carta Events & Webinars
- LP Portfolio Analytics: Make Portfolio Intelligence Your Advantage
- Valuations: Calculate valuations with confidence
- Executive Team | Carta
- Carta Fund Tax: Experience a Smooth End-of-Year | Carta APAC
- SAFE Financing & Fundraising | Carta APAC
- Equity Compliance | Carta APAC
- Private Credit Solutions: Integrated Loan and Fund Administration
- Carta APAC | The End-to-End Suite Connecting Private Capital
- Request a demo | Carta APAC
- Carta LP/GP Summit Registration
- Carta Policy: Regulators outline risks of digital assets | Carta
- HFSC leadership clashes as the stablecoin debate heats up | Carta
- Debt ceiling deal moves to Senate to prevent default | Carta
- Carta Policy: Weekly Brief for September 16 | Carta
- Valuation Refresh Triggers: When to Reprice Company Equity
- 2025 Startup Equity & Workforce Report: APAC & ME
- Real-time carry visibility for GP members
- Sam Engel
- Cesar Ruiz
- What Are Alternative Investments? Types, Benefits, & Risks
- Run Your ManCo Budget with Claude for Excel
- Q3 2025 VC Fund Performance
- Ramp Bill Pay and Reimbursements Now Sync to Carta
- Source and Close Deals Faster with Deal CRM
- Portfolio Data You Can Trace to the Source
- Run Waterfalls and Exit Scenarios with Claude
- Run Your Fundraise End to End with LP CRM
- Run Fund of Funds with Full Look-Through
- Generate Custom Reports with the Cap Table Plugin
- Share Tax Estimates with Your LPs Every Quarter
- Portfolio Holdings Are Now Interactive in Claude
- State of Pre-Seed: 2024 in review
- Send Carta CRM Campaigns with Live Relationship Data
- Query your documents and attached files directly from Carta CRM
- What’s New, What’s Next: The Connected ERP for Private Capital
- One-To-May Reporting in Data Collection
- Carta Product Video Tour | Carta
- Private Equity Explained: How PE Works & Strategies
- Internal Rate of Return (IRR) Explained: Formula & Calculator
- Fund Administration Explained: Responsibilities & Benefits
- The Leader in Cap Table Management Software | Carta APAC
- How to Start a Venture Capital Firm and Raise Your First Fund
- What is a Cap Table? Key Concepts & Examples
- Carta Legal Hub
- Privacy Policy | Legal Hub
- Post-Chevron world begins to take shape
- Policy weekly: SEC’s IAC to scrutinize growth of private markets | Carta
- Senate working group outlines priorities on AI regulation | Carta
- Carta Policy: Weekly Brief for September 23 | Carta
- Carta Policy: Weekly Brief for April 15 | Carta
- Carta Policy: Weekly Brief for June 17 | Carta
- What's New in Product | Carta's Product Update Center
- Carta Law: High-Volume Legal & Compliance, Automated
- Investment advisers served new illicit-finance regulations from Treasury
- Alternative assets go mainstream—crypto, PE, and more
- Private markets champion Patrick McHenry to retire from Congress
- Fintech funding: Why It’s dropped & what comes next | Carta
- Colorado is bucking the trend of slumping startup investment | Carta
- Shifts in California, Texas show the geography of VC is changing
- Crypto divide deepens as House and agencies grapple with regulation | Carta
- Election outlook: 2024 | Carta
- SEC gearing up for major private market rulemakings | Carta
- AI regulation in the U.S. and EU | Carta
- A New Day at the FTC
- SEC nominee outlines vision before Senate Banking Committee
- Fifth Circuit wipes out private fund adviser rules
- Carta Policy: Weekly Brief for April 22 | Carta
- Carta Policy: Congress funds the government | Carta
- Section 12(g) of the Securities Exchange Act: Issue brief | Carta
- Healthtech shows signs of resilience amid venture downturn | Carta
- Federal government shutters with implications for private capital ecosystem
- Carta CEO Urges Policies to Grow Private Capital in Congress
- Nicole Kahn
- Carta integration with Stripe Atlas helps founders fundraise faster | Carta
- Carta Partners with Cooley for API Integrations | Carta
- Carta Partners with Compound for API Integration | Carta
- How Valor VC Uses Carta APIs to Streamline Portfolio Reporting and Audits
- Carta Policy: Weekly Brief for June 10 | Carta
- Carta Policy: Weekly Brief for May 13 | Carta
- Supplier Procurement Terms | Legal Hub
- Energy sector funding fell sharply in 2022 | Carta
- What the SEC’s rule changes mean for private funds | Carta
- Early-stage VC deals declined Q4 2022 | Carta
- How Carta Is Fuelling abillion’s Journey to Sustainability
- Gwynneth Mazzola
- Viba Subramaniam
- Olga Serhiyevich
- Private markets go public—what it means for GPs and LPs
- Stuart Tait
- Congress scrutinizes SEC and private markets
- Carta asks FinCEN for additional guidance on CTA compliance
- Fifth Circuit ruling could curb SEC rulemaking | Carta
- Election Outlook: Capital Markets
- Policy outlook: Capital markets | Carta
- SEC signals retail access to private markets may come with guardrails
- Carta CRM Plugin
- Admin and Congress ramp up crypto efforts
- fund-operations-payment-terms-conditions
- Carta Policy: Weekly Brief for June 24 | Carta
- Carta Policy: Weekly Brief for July 15 | Carta
- Carta Policy: Weekly Brief for June 3 | Carta
- Vauban Terms and Conditions | Legal Hub
- Tax Preparation Product-Specific Terms | Legal Hub
- SEIS Tax Relief
- Luxembourg Fund Administration Payment Terms and Conditions | Legal Hub
- UK Startup Investment in 2024 | Carta
- Announcing Transparent 409A Valuations from Carta | Carta
- EIS Loss Relief
- Cap Table Management Tips from a Startup Lawyer | Carta
- Introducing Carta Carry: The First Mobile App for Fund Administration
- Take the first step to faster K-1s
- Carta vs. Pulley: Side-by-Side Comparison
- Custom reporting for complex fund requirements
- Carta Europe Terms of Use | Legal Hub
- Why this PE Operating Partner Thinks Everyone Should Spend Time in Sales
- HRIS Integrations Terms and Conditions
- Prioritize investor communication easily
- Subscription Payment Terms of Service | Legal Hub
- Private Equity Fund Administration | Buyer's Guide
- PE in 2030: AI Whitepaper | Carta
- Carta’s Private Markets Report - Q2 2020 | Carta
- Michael Meng
- Market Value Insights Terms and Conditions | Legal Hub
- Carta's Private Markets Report - Q4 2020 | Carta
- How a stressful board meeting—and a little luck—led to a large seed round
- How the Corporate Transparency Act impacts private funds
- Introducing Automated Money Movement | Carta
- Tax policy: The landscape for private equity firms in 2025
- Beyond Intuition: Using Quantitative Portfolio Models for Successful VC Fundraising
- State of Private Markets: Los Angeles | Carta
- QSBS Terms and Conditions | Legal Hub
- Carta’s Private Markets Report – Q3 2020 | Carta
- Business Valuations Terms and Conditions | Legal Hub
- Equity Transaction Payment Terms | Legal Hub
- Operational Due Diligence: The Fund Manager's ODD Checklist
- Partnership with Assemble Simplifies Compensation Planning | Carta
- Product-market fit and go-to-market: Insights from an early-stage VC
- As the pandemic eases, employers navigate remote pay | Carta
- Vauban Terms and Conditions | Legal Hub
- "Being an Outsider Means Freedom": Serial Entrepreneur and Investor Ade Ajao
- Designing Carta Launch for early-stage founders | Carta
- Get a unified portfolio view with the Investments Dashboard
- Simplify investor comms with a dedicated Investor Relations role
- How Forecastr Quickly Funded a Major Product Relaunch with Carta Deal Closings
- 23andMe CEO Anne Wojcicki’s tactics for disrupting an industry | Carta
- Switching to Carta from AngelList or Pulley | Guide
- Annual Equity Report: Who owns equity in 2021? | Carta
- New regulations are spurring VC dealmaking in crypto
- Carta Law Terms of Use | Legal Hub
- Third Party Data Integration Terms and Conditions | Legal Hub
- Equity Advisory Product-Specific Terms | Legal Hub
- Electronic Signature Terms and Conditions | Legal Hub
- SAFE Investment Terms for Canadian Companies | Legal Hub
- Capital Structure: A Founder's Guide to Ownership
- Document Generation Terms and Conditions | Legal Hub
- ESG Data: The Key to Sustainable Investments in Private Markets
- Carta Europe Document Generation Terms and Conditions
- Carta Offer Terms and Conditions | Legal Hub
- Carta Europe Billing | Legal Hub
- Carta + Deel partner on international exercises | Carta
- SAFEs, now automated on Carta | Carta
- Introducing the Carta Developer Platform | Carta
- Carta SPVs: An Offering That Drives Accuracy and Efficiency for UK Investors
- 2023 Enterprise Tech 30 List: How Does The ET30 Universe Compare?
- Request a demo of LP CRM
- Seed-Stage Valuations in 2022 | Carta
- The hidden cost of growth: Data challenges for funds of funds
- Carta partners with Vouch to automate insurance for startups
- Liquid RSUs: A New Equity Paradigm for Private Companies | Carta
- Use Firstbase to Automatically Create a Cap Table on Carta Launch | Carta
- Corporate Transparency Act (CTA) Compliance for Startups | Carta
- Beyond Spreadsheets: Essential Tools for Private Market Data Management
- Automating Private Market Workflows for Efficiency and Accuracy
- Carta + Ramp | Seamless Expense & Fund Management
- First Cut – State of Private Markets: Q1 2023 | Carta
- Chad Willbur
- Simplifying Data Extraction from Complex Financial Documents
- UK Fundraising Collection | Carta
- Series B Valuations Ticked Up 10% in Q1, the Largest Leap Since 2021
- Single Sign On Announcement | Carta
- Building for private capital: Product principles that power Carta
- Scaling Investor Onboarding: A Case Study of Carta Law
- Waterfall modeling for private equity firms and private companies | Carta
- Visualize complex fund structures with the Entity Map
- Evergreen Funds in Private Credit | Carta Whitepaper
- Limited Liability Companies (LLC) Collection | Carta
- Resources for QSBS: Save Up to Millions in Capital Gains Tax
- Carta's API Platform: Build with equity, together | Carta APAC
- Why M&A activity could rebound in 2024 | Carta
- first-time-audit-checklist
- IPO Activity Has Increased Two Years in a Row. Will 2025 Make it Three?
- How do co-founders actually split equity? | Carta
- Daniela Ogliaro, CEP
- Kyler Thomas
- 6 shifts in seed funding | Carta
- The SEC is open for business
- Tariffs target China, roil U.S.
- Supplier Information Security Standards | Legal Hub
- Cookie Usage | Legal Hub
- SEIS vs EIS: Comparing UK Venture Capital Schemes
- Management company administration | Building the ERP for Private Capital
- C-Corp cap table management | Building the ERP for Private Capital
- Closings | Building the ERP for Private Capital
- The state of seed in 2023: insights from Seedcamp’s Reshma Sohoni
- SEIS Loss Relief
- Seed Enterprise Investment Scheme: SEIS Guide for Startups
- Data explorer | Building the ERP for Private Capital
- How ESOPs Power Australia’s Startup Ecosystem
- KYC dashboard | Building the ERP for Private Capital
- How to Fix Broken Legislation in the 409A Process | Carta
- GP carry tracking | Building the ERP for Private Capital
- Advance Assurance for SEIS and EIS
- Data explorer | Building the ERP for Private Capital
- Loan operations | Building the ERP for Private Capital
- Visual accounting | Building the ERP for Private Capital
- Fund Tax | Building the ERP for Private Capital
- Integrated expense management with Ramp | Building the ERP for Private Capital
- Data explorer | Building the ERP for Private Capital
- Portfolio valuations | Building the ERP for Private Capital
- LLC cap table management | Building the ERP for Private Capital
- Auditor portal | Building the ERP for Private Capital
- Carta Policy: Weekly Brief for July 22 | Carta
- GP carry tracking | Building the ERP for Private Capital
- EIS Tax Relief Explained: Benefits, Criteria, and How to Claim
- Integrated expense management with Ramp | Building the ERP for Private Capital
- PE Portco cap table management | Building the ERP for Private Capital
- LP portal | Building the ERP for Private Capital
- Management company administration | Building the ERP for Private Capital
- Look-through ownership and multi-entity waterfall | Building the ERP for Private Capital
- Auditor portal | Building the ERP for Private Capital
- Capital calls | Building the ERP for Private Capital
- Waterfall modeling | Building the ERP for Private Capital
- Automated money movement | Building the ERP for Private Capital
- KYC dashboard | Building the ERP for Private Capital
- GP carry tracking | Building the ERP for Private Capital
- Closings | Building the ERP for Private Capital
- LP portal | Building the ERP for Private Capital
- Portfolio valuations | Building the ERP for Private Capital
- The Problem with 409A Valuations | Carta
- Management company administration | Building the ERP for Private Capital
- KYC dashboard | Building the ERP for Private Capital
- Capital calls | Building the ERP for Private Capital
- Waterfall modeling | Building the ERP for Private Capital
- Fund Forecasting | Building the ERP for Private Capital
- Visual accounting | Building the ERP for Private Capital
- Carta Policy: Weekly Brief for July 29 | Carta
- Visual accounting | Building the ERP for Private Capital
- Closings | Building the ERP for Private Capital
- Integrated expense management with Ramp | Building the ERP for Private Capital
- Auditor portal | Building the ERP for Private Capital
- Fund Tax | Building the ERP for Private Capital
- Visual accounting | Building the ERP for Private Capital
- Document Intelligence for SPAs
- Portfolio valuations | Building the ERP for Private Capital
- Capital calls | Building the ERP for Private Capital
- Loan operations | Building the ERP for Private Capital
- Tyler Haberman
- The shift to SAFEs varies by sector | Carta
- Carta Investors Plugin
- How dataroomHQ raised $3.5M through a cold LinkedIn message
- Eric Morelli
- Annual Equity Report 2021 by Carta
- Vauban Privacy Policy | Legal Hub
- Automated, investor-ready tear sheets
- Now you can use Rippling and Carta together | Carta
- The Best CRM for Private Equity for 2026 | Buying Guide
- How a Spanish Solar Startup Succeeded in the U.S. Market
- Carta Europe Privacy Statement | Legal Hub
- Keep all your fund documents organized and searchable—in one place
- Transfer Agent Terms and Conditions | Legal Hub
- The Best Fund Administration Software & Services for 2026
- How this psychedelic drug company went private and raised a $103M Series A
- Inside the Carta CRM MCP Server
- Understanding Growth Shares & Growth Share Valuations
- Ownership from the Factory Floor to the C-Suite
- SEIS Investment Funds
- Supplier Code of Conduct | Legal Hub
- Innovative go-to-market strategies: The importance of storytelling in B2B
- Hidden Costs of Choosing a Cap Table for Short-Term Savings
- How this maternal-health founder closed a round while postpartum
- Why the Professional Lacrosse League grants stock options to players
- EIS Investment Funds
- ESOP Payroll Tax Obligations for Australian Startups
- Privacy Policy for California Candidates | Legal Hub
- Vauban Cookies Policy | Legal Hub
- Equity Advisory Terms of Service Addendum | Legal Hub
- Solving the first time CEO puzzle with Forethought AI founder Deon Nicholas
- Speed, Accuracy, and Insight: Building a Tech-Forward Path to Day One Financials
- Exit Opportunities & Secondary Market Strategies for Egyptian Startups
- Beyond Point Solutions: Automating the Valuation Workflow with the Carta ERP
- Work @ Carta, get liquidity | Carta
- This Rom-Com Media Startup is Bending Genres
- The first end-to-end operating system for Fund of Funds
- Singapore Holding Companies: Equity Management in Southeast Asia
- Private stock picking | Carta
- State of Pre-Seed Q3 2025
- The next evolution of Carta | Carta
- Brazil Pay Transparency | Legal Hub
- Clear intercompany balances with a cross-entity view
- Why We Built Carta Launch
- Event Code of Conduct | Legal Hub
- The Fair Share: A Charter for Maximising Employee Equity
- Cookie Policy | Legal Hub
- Responsible Disclosure Policy | Legal Hub
- Henry Ward on Twenty Minute VC
- Expanding Carta Total Compensation to Non-Carta Customers
- Modern Slavery Act | Legal Hub
- Ray Raff
- Board Adoption Pack - Free Share Plan Documents | Carta
- Carta in Waterloo | Carta
- Current Sub-processors on Carta | Legal Hub
- Mica Cole, CEP
- Spencer Holton
- Carta Europe Data Security and Privacy | Legal Hub
- Cap Table Data Privacy | Legal Hub
- Carta Law Complaints Policy | Legal Hub
- Carta Europe Privacy and Data Protection
- Generative AI at Carta | Legal Hub
- Carta Law Complaints Policy | Legal Hub
- Carta Europe Email Policy | Legal Hub
- Carta Europe Service Partners | Legal Hub
- Founders Wanted | Carta
- State of Private Markets: Q2 2022 | Carta
- How SVB's collapse could impact private-market policy | Carta
- Private credit pressures and policy implications
- How Harlem Capital invests in diversity | Carta
- How AI is changing the compensation game for VC-backed startups
- State of Private Markets: Q1 2023 | Carta
- Artificial intelligence policy—the US v. EU
- The path to 2025 tax reform begins | Carta
- Startup M&A seeks path amid Q2 chill | Carta
- Carta for Founders | Carta APAC
- Australia Private Fund Regulatory Playbook | Carta
- Election outlook: Crypto and digital assets
- Understanding a 409A Valuation Report (Free Example) | Carta (DUPLICATE ENTRY FOR A/B TEST)
- Carta Policy: Weekly Brief for April 29 | Carta
- Glossary of Financial & Private Equity Terminology
- Building Fund Admin | Carta
- Reed McBride
- Creating Value through Connection
- Carta for Management Companies
- IRS Makes E-Signatures Permanent for Startups | Carta
- Extracting Portfolio Company Data from PE Fund Manager Reports
- Business Tax Deadlines 2026: Corporations and LLCs
- GP-Led and LP-Led Secondaries: Comparing Two Paths to Liquidity (APAC)
- Simplify capital calls with automated contributions
- Market Cap Formula: How to Quickly Calculate Market Cap
- Dry powder is piling up in VC | Carta
- GP-Led Secondaries: How They Work & Process
- Evergreen Funds: Flexible Private Credit Fund Models & Structures
- Why Umami Bioworks Chose Carta Over Pulley for Its International Startup
- House tax bill bolsters innovation ecosystem…in round one
- Late-Stage Startups’ Median Valuations Fell Deeper in Q1 | Carta
- Chan Mi Goh
- What is Form 1099-B? Reporting Proceeds from Broker Transactions
- Ashley Thor
- Financial Pro Forma Template | Carta
- SAFE & Convertible Note Calculator
- 5 geographic trends in U.S. venture funding | Carta
- Five Must-Have Data Points for Fund Reporting
- Limited Liability Partnerships (LLPs): What to Know
- Fund Tax Complexity: What Your Fund Structure Actually Requires
- Visual accounting | Building the ERP for Private Capital
- Suspicious Activity Reports (SARs): A Guide for Fund Compliance
- How Carta Helps Harlem Capital Invest in Diversity
- How PE-backed Whistic Uses Carta to Drive Precision and Manage Equity
- Purpose-Built Data Extraction for Private Capital Call Schedules
- $226B Secondaries Boom Highlights LPs’ Needs for Better Data
- Jazlyn Chew
- New ways to forecast, benchmark, and optimize your comp strategy
- PE Equity 101 Guide | Carta
- Real-time updates for your returns this tax season
- Introducing Single Sign-On (SSO) for company admins
- Sahas Singh
- LLC investor-ready scorecard | Carta
- Give the gift of clarity: Express K-1s
- Rising Biotech VC Partners with Carta for Fund Administration
- Capital Call Lines | Free Resources
- In recent vintages, $1M-$10M VC funds tend to outperform $100M+ funds
- How Carta is Fixing 83(b) Elections
- Master Subscription Agreement | Legal Hub
- State of Private Markets, Q3 2022 - Carta
- Startup salaries vs. cost of living: Q3 2023 | Carta
- Automated money movement | Building the ERP for Private Capital
- LP portal | Building the ERP for Private Capital
- Terms of Service | Legal Hub
- Building the ERP for Private Capital
- Caroline Joseph
- eShares is now Carta | Carta
- Why Compliance Culture Is Harder To Build than It Looks
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- The Carta Change Agents Briefing - AI Updates
- Private Credit | Growth, Access & Policy Shifts
- Corporate Transparency Act: Issue brief | Carta
- Streamline Carry Distribution with Automated Calculations
- Emerging VCs Adjust to a New Fundraising Reality | Carta
- Extracting Insights from Fund Financial Statements: A Practical Guide
- Carta's 409A valuation practice
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- The Essential Startup Manager's FAQ - From the CEO | Carta
- The Reality for Australian Startups when Issuing U.S. Employee Equity
- Dilution is on the decline
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- VC Dollars Grow More Concentrated Amid Fewer Deals and New Funds
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- Bridge rounds remain high in Q1 2024 | Carta
- Issuing Options: 5 Common Mistakes To Avoid | Carta
- Breaking the traditional VC mold: Insights on fund structures for the future
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- Typical Time Between VC Rounds is Shrinking in SaaS, Rising in Fintech
- First Cut—State of Private Markets: Q2 2024 | Carta
- How a Canadian founder's curiosity led to a surprise term sheet
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- Deal Closings | Carta
- Building the ERP for Private Capital: Carta Product Roadmap 2026
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- Daniel Tonga
- MISTO explained: convertible instruments for Brazilian startups
- The next era of compensation management with Carta + Rippling
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- Carta Policy: Weekly Brief for August 5 | Carta
- Carta FundSwitch Guide | 2026
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- On driving fund outcomes early with SemperVirens director of finance Simran Arora
- The AI-Native PE CRM: Does Your CRM Have the AI Edge?
- Why Your K-1s Are Late: Who’s Responsible?
- How VCFA Group Scaled Their Secondaries Strategy with Carta
- SAFE Insights tool | Carta
- What is a Fund Valuation Policy?
- Ann Sun
- Rewiring Carta Fund Admin in the era of AI
- Video: We are Carta | Carta
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- How DataTribe Simplified Tax Season by Integrating Fund Admin and Taxes on Carta
- The current state of employee exercise 2020 | Carta
- EMI scheme (Enterprise Management Incentive)
- Carta Ventures: looking for founders | Carta
- Employee equity in the UK
- Venture megadeals declined across 2022 | Carta
- How Emergent Ventures Stays Tax-Ready All Year with Carta
- California Rises, Florida Falls: How VC Funding Shifted in 2024
- Why Pelion Venture Partners Chose Carta for Innovative Fund Admin
- Carta
- Down rounds still high in Q2 2023 | Carta
- Liquidity Collection | Carta
- Terms & Agreements | Legal Hub
- Trends
- Employee Compensation: A Founder's Guide to Compensation Packages
- Liquidity
- The Carta Blog: All Posts
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- Carta Fund CRM for Private Equity & VC: Deal Flow & LP Investor Relations
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- Average salary ranges in NYC: Engineering, product, customer success | Carta
- State of Private Markets Q3 2025
- Supplier Information | Legal Hub
- Carta announces Loan Operations for private credit funds with Sirvatus acquisition
- Security | Legal Hub
- Adding CRM to the Carta ERP
- Compliance | Legal Hub
- Charly Kevers
- VC round sizes rebound after a year of declines | Carta
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- Fund Administration is Broken | Carta
- Secondary Transactions in APAC: How Employees Unlock Equity Compensation
- Calvin Cheng, CEP
- What is ASC 820? A Guide to Fair Value Measurements
- Q4 2025 VC Fund Performance
- How Kayne Anderson Uses Carta to Manage Its Private Equity Portfolio
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- FA Certification Program
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- Fund Economics Report 2025
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- How to Map Your Investment Structures with Carta
- VC Masterclass: Navigating Liquidity and LP Communication in 2026
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- Unlock Firm Insights and Clarity with Carta’s Data Warehouse
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- Startup Compensation in H1 2025
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- vectr
- Running a Smarter Fund with AI: From Fund Data to Faster Decisions
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- The 2026 Comp Playbook: Precision Budgeting, AI Skills, and Data-Driven Hiring
- PE Compensation Series with Davis Polk, Part 3: Management Rollovers and Incentive Equity Structures for Portfolio Companies
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- Inside Carta FA: Driving Efficiency in Fund Operations and Investor Relations
- Startup Taxes 101: Strategies for Navigating Equity and Startup Growth
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- From First Meeting to Final Close: The Power of a Connected CRM
- Cap Tables and Dilution for Startup Founders
- Congress, Compliance & Venture Capital: A Fund Manager's Guide to the Shifting Policy Landscape
- VC Fund Performance 2025
- Australian Budget 2026: New Caps, New Rules and Your Next Move
- Introducing Carta's Plugins for Claude
- What’s New, What’s Next: Optimize How You Run, Raise, and Close Your Fund
- Capital Is Up. Hiring Is Down. The New Rules of Startup Comp.
- The Non-Dilutive Capital Stack
- Hamza Shad
- Q1 Venture Capital Review: From SAFEs to Exits
- IPO Readiness in 2026: The Market Outlook and How AI Is Rewriting the IPO Timeline
- The MENA Private Markets Playbook: Cap Tables, SPVs, and the Infrastructure Behind the Deal
- Carta 101 - Our Company, Values & Strategy | Carta
- Founder Ownership Report 2026 | Full Report from Carta
- The Carta liquidity report: Q2 2022 | Carta
- What Happens to Vested Stock & Equity When You Leave
- Analyzing the Gender Equity Gap | Carta
- Why contractors deserve equity | Carta
- Share Options: How Share Options Work in the UK
- Inside the late-stage lull | Carta
- Are Your Cap Table and Waterfall Investor-Ready?
- Employee Shareholder Bill of Rights | Carta
- Introducing Carta Total Comp | Carta
- Jenna Lee
- Carta Total Compensation Data Reports | Carta
- How Alaan Used Carta to Turn Employees into Real Owners
- Why Talent-Acquisition Startup Guide Switched from Pulley to ‘Industry Standard’ Carta
- Non-Qualified Stock Options (NSO): How NSOs Work
- NAV Finance: A Guide to Reporting and Compliance
- Visualize LP exposure, for unprecedented control
- Incentive Stock Options (ISO): How ISOs Work
- New Views in Visual Accounting to Track Status and Carry
- Visual Accounting: See the flow of capital in real time
- Fixing PTE to Match Employee Vesting Schedules | Carta
- Query capital activity directly in the Data Warehouse
- Shadow Accounting in PE/VC: A Framework for Fund Control
- Fully Diluted Shares: Understanding Fully Diluted Share Count
- Request a demo | Carta IPO Advisory
- Pre-Money Valuations vs. Post-Money Valuations
- Cashless Exercise of Stock Options: Benefits & Considerations
- Ashley Neville
- SEC outlines exam priorities & signals on 401(k) access to alts
- Stock Grants: Why You Should Always Accept Them
- State of Pre-Seed: Q2 2025
- Understanding Private Investment Funds: An Inside Look
- Structure remains persistent in VC rounds in ‘24 | Carta
- State of Private Markets: Q4 and 2022 in review
- Senate prepares to move on crypto while government shutdown threat looms
- Admin eyes 401(k) to boost homeownership while prepping to expand investment in alts
- Government reopens, but key agencies remain behind
- The 2021 Carta liquidity report | Carta
- Vrushali Paunikar
- As VC deals shrink, convertible fundraisings are on the rise | Carta
- Shrinking Valuations & Layoffs Are Reshaping the Tech Job Market
- Michael Young, PhD
- Proposed outbound investment screen will impact venture
- AI is shaping the policy landscape, but is less unified than expected
- DOL moves to democratize access to alts in 401(k)s
- Cayman Islands KYC/AML Requirements
- Bridge Rounds Rise as VC Market Slows | Carta
- White House, SEC provide roadmaps for advancing crypto policy agenda
- Fund administration for the 21st century | Carta
- The Carta liquidity report: 2022 in review | Carta
- How Mosaic ETA Leverages Carta Precision to Create Highly Strategic Funds
- Public Market Equivalent (PME): Definition & Calculation
- 2025 PE Executive Equity Report
- Tender offers are helping fill the gap left by venture capital’s IPO lull
- Equity for Everyone: How Carta Benefits Investors and Employees at HelloSelf
- Startups are renewing their embrace of tender offers in 2024
- State of Private Markets, Q3 2023 | Carta
- The Year-Round Problem with Seasonal Tax Thinking
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- Resources for PE-backed LLCs: Streamline Your Cap Table and Waterfall Model
- Tax Cuts and Jobs Act (TCJA) Sunset: How to Prepare
- Dissecting the Master-Feeder Fund Structure
- How To Leverage ZEPOs as Part of Your ESS
- Bridge Rounds Got a Boost in Q2
- Amanda Domingues
- Stock Option Plan Templates
- The DEAL Act: Issue brief | Carta
- Multi-Member LLC (MMLLC): Types, Taxes, & Payments
- New VC funds are relying more than ever on their anchor investors
- The accredited investor definition: Issue brief | Carta
- Policy Insights : Accredited investor criteria | Carta
- Michael Aldridge
- Should I Exercise My Vested Stock Options? The Math May Have Changed
- Charlie Pennington
- R&D expensing: Issue brief | Carta
- 401(k) for High-Growth Companies | Carta, Vestwell & Morgan Stanley
- Ann Hodge
- Free VC Pitch Deck Template | Carta
- 2025 Policy Outlook: Implications for the private capital ecosystem
- Carta for Private Equity | Carta
- Firm overview dashboard | Carta
- Introducing Portfolio Valuations: Cap tables, waterfalls, and fund accounting on one platform
- The QSBS exemption: Issue brief | Carta
- The Meeting You're Not Counting as a Tax Cost
- What Hong Kong’s “Big Bang” Tax Cuts Mean for Your Fund
- Manage fundraising end to end and stay aligned with your LPs
- Form 1120-S: U.S. Income Tax Return for an S-Corporation
- Anthony Cimino
- New from Carta: The Most Efficient Way to Manage Your Portfolio
- Why Blumberg Capital Chose Carta for Fund Administration
- How StellarFi Leverages the Carta Platform for Cap Table, Compensation, and Equity Advisory
- The Carta 409A Valuation Process | Carta
- IPO Preparation Guide | Carta
- Shelby Whitefield, CPA
- SPV Spotlight: Q3 2024
- IRS Form 6251 Instructions: Determining AMT
- Angelina Lam, EA
- Patrick Daniel
- What was it like to raise VC funding in 2023?
- Hurdle Rate: Explainer for Fund Managers and Investors
- Subscribe | VC 101 Newsletter | Carta
- What is Carried Interest? Definition, Taxation & Fee Structures
- Streamlined capital calls | Carta
- equity-report-2019
- Management Fees: A Guide to Fee Structures in Private Funds
- LP Investor Pitch Deck: Free Template for Fund Managers
- What is a Capital Call in Private Equity and Venture Capital?
- State of startup compensation, H1 2023 | Carta
- The geography of venture capital: Issue brief | Carta
- State of startup compensation, H2 2022 | Carta
- Setting Up a Family Office: The Institutional Approach
- Executive Compensation & How to Create Executive Compensation Packages
- Limited Partnership Agreement (LPA): Definition & Key Terms
- VC Fund Performance: Q1 2024
- What is a PCAP? The Partner Capital Account Statement Explained
- Fund Distributions: Capital Payouts in VC & PE Funds
- Schedule of Investments (SOI): A Complete Guide
- State of Private Markets: Q1 2022
- Fund Formation: A Strategic Blueprint for Launching Funds
- Annual Equity Report 2023 by Carta
- Investor Reporting: From Compliance to Strategy
- Deal Flow: Process & Deal Flow Management Best Practices
- Venture Capital & Private Equity Fund Performance Metrics
- Fund Formations: Get Started with Carta | Carta APAC
- Venture capital investing | Equity 101 Course
- Request a demo | Carta Fund Formations
- How Distribution Waterfalls Work in Private Equity & VC
- For venture fund LPs, DPI is ‘the metric that rules them all’
- What is a Data Room? How to Set Up a Virtual Data Room
- Fund Audits: How to Prepare for a VC and PE Fund Audit
- Total Value to Paid-In Capital (TVPI) Definition & Formula
- The Investment Thesis: Writing Your Fund’s Strategic Blueprint
- What is a Management Buyout (MBO)? Strategies & Process
- Request a demo of Carta Fund Administration
- How Emmeline Ventures Uses Carta’s Operational Planning Model to Break into VC
- Streamlining Capital Account Statement Analysis: A Time-Saving Guide
- 83(b) Elections for Founders | Carta
- The Carta liquidity report: Q3 2022 | Carta
- Emerging Manager's SPV Guide | Carta
- Glossary of basic equity terms | Equity 101 Course
- What is a Single-Family Office? Structure, Setup, & Operations
- Venture Playbook Download | Carta
- AI-Driven Data Extraction: Unlocking Unstructured Private Market Data for Investors
- The growing Southern startup scene | Carta
- Year-end fund tax and audit guide | Carta
- What is a Multi-Family Office? Guide to Structure & Operations
- Valuations, explained | Equity 101 Course
- How to file an EMI annual return with HMRC
- Our Series E and the future of Carta | Carta
- Watch expense transactions flow directly into your general ledger
- Enhance Your Chart of Accounts with Custom Reporting Tags
- Investment Memo: How to write your investment memo
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- Tariffs bring uncertainty—and opportunities—for PE and M&A
- Sam Engel
- Keep an eagle eye over shared expenses
- Invest in startups | Equity 101 Course
- Equity grants, explained | Equity 101 Course
- Nathania Fuad
- John Hoffman
- How to sell your shares | Equity 101 Course
- Understanding the Federal Estate and Gift Taxes for Equity
- Search Funds: How does a search fund work?
- Cap Table 101 - Section 3 | Carta Classroom
- Scarlett Pierce
- Laurence Baker
- How VCs are navigating the SaaS slump | Carta
- What's a cap table? | Equity 101 Course
- Rule 144 Explained: Conditions, Holding Periods, and Volume Limits
- Simon Tang
- A new way to make faster, smarter decisions with your fund data
- A Guide to HMRC Valuations
- Startup Fundraising 101 | Glossary
- Taylor Cook
- What is Scenario Modeling? | Carta
- How vesting works | Equity 101 Course
- Why is dilution declining? | Carta
- Sophie-Gabrielle Hermanns | Carta
- Drag-Along vs. Tag-Along Rights: Navigating Shareholder Provisions
- What is a Virtual Family Office (VFO)? Powering the Modern Fund
- Why startup headcounts are getting smaller
- Cap table 101 - Section 1 | Carta Classroom
- How Carta Uses Machine Learning for Compensation Benchmarks
- State of Pre-Seed: Q3 2024
- Samantha Widman
- Cap Table 101 - Section 2 | Carta Classroom
- State of Private Markets: Q4 2021 and year in review | Carta
- Limited Liability Company (LLC) Organizational Documents
- Equity Refresh Calculator | Carta
- Automated deal pro forma modeling for lawyers & founders | Carta
- Turn Investors into Partners with Carta’s Investor Relations Tools
- Shubhi Nigam
- Warrants vs. Options: What's the Difference?
- Private Equity vs. Public Equity: How to Value a Job Offer
- Five Ways the Seed Market Shifted for Startups in Q3
- Building the ownership economy: Issue brief | Carta
- Kiley Roache | Carta
- Carta Total Compensation Data is Now Available in Claude
- incorporation
- Pre-revenue and pre-product? No problem for founder's fundraise
- RADAR and Carta: Empowering Equity Ownership with QSBS and Early Exercise
- How a pro forma cap table can help you secure your next round
- How Carta Makes Pro Formas P-Painless for This General Counsel
- Annual Equity Report 2024
- Data-Driven Portfolio Stress Testing for Private Markets
- Private Equity Waterfall Modeling and M&A | Carta Whitepaper
- First Cut - State of Private Markets: Q4 2022 | Carta
- Michael Wu
- Carta
- Startup step-up multiples | Carta
- Hiring International Employees | Carta
- RVPI Explained: The Key to Interim Fund Performance
- Free Internal Rate of Return (IRR) Calculator | Carta
- GPCM Valuation Calculator | Carta
- State of pre-seed fundraising: Q2 2023 | Carta
- Sean Dugan
- KPI & financials template | Carta
- VCs eye early-stage deals | Carta
- How we raised our Series A | Carta
- Modernising 409A valuations for early-stage companies
- Golden Parachute: Pros, Cons, & Uses for Executive Compensation
- How Coffee Resurrect Uses Carta Launch to Get Ready for Its Seed Round
- Janet Deng
- What to look for in a 409A provider
- Venture fundraising slows for early-stage startups | Carta
- Startup Fundraising 101 - Section 2: Early-Stage Deal Mechanics | Carta
- Term Sheet Template | Free Sample for Startups
- Jordan Agnew
- Series B Pitch Deck Template | Carta
- What is Capital Recycling? A Guide for VC and PE Fund Managers
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- Startup Fundraising 101 - Section 3: The Pitch Deck and Funnel Process | Carta
- market-sizing
- How DiCaprio-backed SolarMente Uses Carta SAFEs to Leverage Opportunities
- Startup Fundraising 101 - Section 4: The Series A | Carta
- How PE Firm Bochi Investments Leverages Carta SPVs to Capture ‘Compelling’ New Opportunities
- Free Accelerator List: 100+ Global Accelerators | Carta
- Bridging the Infrastructure Gap in Private Capital | Whitepaper
- CLONE-- CLONE-- Christina Cheledinas
- Company tax reporting requirements | Carta
- Waterfall Modeling Guide
- Series D Pitch Deck | Carta Example
- Small-Cap Secondaries & Hidden Profits in the Private Markets
- Natasha Arora
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- Startup Pitch Deck Template | Carta
- Recent VC Vintages Struggle With TVPI Dip & Investment Valuations
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- Early-stage VC valuations were at or near new highs in Q3
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- stacking-packing
- The Corporate Transparency Act: Reporting & Compliance
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- Integrate Investments Data & Streamline Monitoring with Fund Forecasting by Carta
- Startup salaries are on the rise in 2025—especially for AI engineers
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- Late-stage VC market shows signs of thawing | Carta
- IPO Readiness Checklist | Free Guide
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- VC Fund Performance Q1 2025
- Recent VC fund performance | Carta
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- Introducing International Compensation Data | Carta
- Luminary Cloud Chooses Carta for Qualified Small Business Stock (QSBS) Attestation Letter and Equity Advisory
- Henry Ward
- Asset-Based Lending: Flexible Financing for Private Companies
- Jaron Wright, CFA
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- Michael Sechuga
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- Request a demo and join Carta | Financial Reporting | Carta
- Stock Splits: Benefits & Why Companies Do Stock Splits
- Where to set up your fund: A comparative guide for fund managers
- GP-Led Secondaries Whitepaper | Carta
- Return of Allotment of Shares | SH01 form
- Founder’s Guide to QSBS | Carta
- 409A vs HMRC Company Valuations: What's the Difference?
- Form 1065: What LLC Founders Need to Know
- CS01: Filing a Confirmation Statement with Companies House
- State of Private Markets: 2025 in Review | Carta
- Tax-ready playbook for emerging VC funds | Carta
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- State of Startup Compensation: H2 2025 | Carta
- ARR Calculator | Carta
- VC 101 - Learn | Carta Classroom
- Why We Opened Carta Singapore | Carta
- Notice of Cancellation of Shares | SH06 Form
- State of Pre-Seed: 2025 in Review
- The Australian Startup Outlook 2026 | Free Data Report
- Solo Founders Report 2025
- Carta Bolsters Commitment to Australia’s Startup & Investor Ecosystem
- Carta Expands to Middle East, Offering Fund Administration & Equity Management
- Get a demo of Carta ESS | Carta
- Lucy Hoyle
- State of Startup Compensation: H2 2024
- Feedback Ventures: Why we became a Carta customer
- Record-setting early-stage valuations
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- State of startup compensation, H2 2023
- Vanessa Chin
- Making Audits Easy: How to Streamline Your Fund’s Audit
- What’s New, What’s Next: Carta Fund Admin in Q4
- Request a demo | Carta Fund Tax
- 2024 Venture Capital Review: Insights and Implications for the Coming Year
- Shaping the Future of Venture Capital: Women in VC
- What’s New, What’s Next: Carta Fund Admin in Q1 (2025)
- Shaping the Future of Venture Capital: Women in VC (Replay)
- Policy Outlook 2025: Implications for the Private Capital Ecosystem
- Insights from Carta's 2024 State of Compensation Report
- Best Practices: Planning for a Successful Year End
- Founder’s Journey 101: Laying the Groundwork
- Singapore The Global Hub: 2025 Regulatory and Tax Changes for Fund Managers
- VC Masterclass: Building an Investment Track Record
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- VC Fund Performance in 2024
- Founder's Journey 101: Accelerating Growth
- VC Masterclass: Designing a Fund Thesis
- Founder’s Journey 101: Scaling for Impact in Australia
- PE Executive Equity: Data-Backed Insights
- State of Private Markets: Q2 2023 | Carta
- Startup M&A in 2023 | Carta
- Josh Steinfeld
- State of Private Markets: Q3 2024
- State of Startup Compensation, H1 2024 | Carta
- Pay Transparency: What Companies Need to Know
- Bull vs. Bear Market: What’s the Difference?
- RSA vs RSU: Key Differences & Tax Treatments
- Carta's Option vs. RSU Calculator | Carta
- How Secondary Transactions Impact Valuations | Carta
- VCs and startups are adapting to a new valuation landscape | Carta
- How to Hire | Carta
- What is Form 3921? When & How to File
- RSU vs Stock Options: Key Differences & Benefits
- Startup Equity Calculator: How to Value Startup Equity
- Carta liquidity report: Q2 2023 | Carta
- LLC Distributions: How Profits Are Distributed and Taxed in LLCs
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- Startup salaries vs. cost of living | Carta
- Employee Attrition: Types, Causes & Trends for Startups
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- Salary Benchmarking for Startups: How To Offer Competitive Compensation
- Nick Dehn
- HR leaders grapple with the startup equity gap | Carta
- Job Leveling: The Solution to Compensation Pains
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- Trends in 409A valuations | Carta
- Josh Durst-Weisman
- Carta Partners with Odyssey Transfer and Trust Company
- Request Demo | Carta Total Compensation
- New Communication Center Streamlines Communications for Startups
- New attitudes toward equity are changing the compensation equation | Carta
- A Better Job Offer Letter Template [Free Download]
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- How to Close a Business: Company Dissolution for Founders
- How Dynasty Builds a Strong Startup Team with Carta Total Compensation
- Total Rewards Statement: What's Included & Examples
- Manage Your Equity Pool with Carta’s New Hire Equity Forecast Report
- Why you should regularly review your compensation plan
- Hilary Friesen
- How Fintech Startup Codat Uses Carta to Keep Employee Equity in Check
- Adam Freudenstein
- Tender Offer Templates | Carta
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- Igor Oliveira
- Job Leveling Guide
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- CTC: Compensation strategy ebook | Carta
- Pari-Passu: Definition for Startups
- Victor Klein
- Exit Simulation Template | Carta
- Cesar Ruiz
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- Venture scouting – networks-based investing
- Waterfall Modeling: Guide for Deal Teams, CFOs, and Legal Advisors
- How to Operate a Successful Angel Network | Carta APAC
- Loan Operations 101 | Free Guide
- INVEST Act passes in the House with momentum toward the Senate
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- How SageView Advisory Group Improved Efficiency and Compliance with Carta
- SPV Spotlight: Private Equity Edition 2024
- Request a demo | Carta SPV
- Less Cash, Longer Runways Force Startups to Stretch VC Dollars
- State of Private Markets: Q4 2023 | Carta
- Pro Forma Financial Statements: What to Include
- Tear Sheets: How to Create a Tear Sheet & Examples
- 2025 Startup Equity & Workforce Report: APAC & ME
- Valuation Refresh Triggers: When to Reprice Company Equity
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- Eli Kramer
- How to Start a Private Equity Firm
- Carta Launch: Free Cap Table Software for Founders
- Josephine Koh
- Purchase Price Allocation (PPA): Process & Methodologies
- private-credit-investing
- Early-Stage Founders Collection | Carta
- Pre-Money SAFEs vs. Post-Money SAFEs
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- Private Equity Investment Strategies: 5 Key Approaches
- Taxes on Equity: What You Need to Know
- Convertible Securities: SAFEs vs. Convertible Notes
- What is a SAFE? (Simple Agreement for Future Equity)
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- Fund Economics Report 2025 Full Report
- What is Middle Market Private Equity? Deal Size & Strategies
- Growth Equity: Overview, Uses, and Lifecycle
- Mezzanine Debt: What it is and when to use it
- LLC Operating Agreement: What to Include
- Ownership trends in private equity | Carta
- What is a Tax Advisor? Definition & Responsibilities
- How VC secondaries became ‘release valve’ for startup liquidity pressures
- equity-incentive-plans
- Amid M&A Pullback, The Market for Selling Your Startup is Shifting
- IPOs stayed scarce in Q1 2024 | Carta
- How PE-Backed Companies Use Performance to Align Employee Incentives
- Jackie Ammon
- 2026 Policy Outlook: Implications for private equity
- Employment Tenure Statistics for Startup Companies | Carta
- Elaine Wong
- Kristoffer Warren, CAIA
- Co-Investment: The Operational Playbook
- Carta pushes SBA to bolster fund managers and innovators
- How Carta Makes Phantom Equity Simple for Athena LLC
- State of Private Markets: Q1 2024 | Carta
- Growth of Secondaries is Causing a Data Headache for Investors
- Q3 2025 VC Fund Performance
- A Guide to Portfolio Monitoring in Private Equity & VC
- Launching an Employee Share Scheme in Australia | ESS Guide
- LLC Blueprints eBook | Carta
- PE Connected Clarity Playbook | Carta
- The Audit Trail: A Fund’s System of Record
- Fund Accounting Principles in VC and Private Equity Funds
- What is a VC Fund Closing?
- Fund Forecasting: The Fund CFO’s Playbook
- Investor Relations in Private Equity: What LPs Want Most
- SEC increasing scrutiny on private credit—valuation is the key
- Portfolio Valuation: How to Build a Defensible Valuation Process
- Private Equity Fund Structure: Diagram & How to Structure a PE Fund
- SEC 2026 Agenda Signals Relief: Policy Weekly 7/10/26
- Compensation report: The state of startup compensation, H1 2022
- value-creation
- Leveraged Buyout (LBO): Definition & Process
- Policymakers Debate Future of Regulation for Prediction Markets, Crypto, Frontier AI
- SEC issues relief to expand retail exposure to private capital; examines IPO frictions
- Investor Onboarding: How to Streamline the Onboarding Process
- What is a K-1? Understanding the Schedule K-1 Tax Form
- Fund-Level Asset Allocation: How to Build a Balanced Portfolio
- Switching to a New Fund Administrator | Carta
- GPs are raising more small VC funds than ever
- LLC Funding: How to Fund Your Limited Liability Company
- Continuation Vehicles in the Crosshairs: Policy Weekly 6/26/26
- Profits Interest: A Guide to Equity Compensation in LLCs
- FinCEN’s AML Rule for Investment Advisers: What You Need to Know
- Policy Insights: Emerging VC fund managers | Carta
- Fundraising Collection | Carta
- Data Collection | Carta APAC
- What is the Alternative Minimum Tax? How AMT Works & Calculation
- AI-enabled portfolio data collection for faster valuations
- Scenario Modeling for Private Funds: A Forecasting Framework
- What is a Buyout Fund? Types of Transactions & Strategies
- Agentic cash reconciliation and SOI tagging for Fund Admin
- Policy Insights: QSBS | Carta
- The INVEST Act: Building for the next generation of American innovation
- Search | Policy Desk by Carta
- Track Record Essentials for Emerging Fund Managers
- What is a Tender Offer? How It Works & Tax Treatment
- 2025 Carta Policy year in review
- How Base10 Turns Fund Admin into a Strategic Advantage with Carta
- Registered Investment Adviser (RIA): Definition & Requirements
- 2022 Employee Stock Options Report | Carta
- How Stock Options Are Taxed: ISO vs NSO Tax Treatments
- How Management Companies Work in Private Funds
- State of Pre-Seed: 2024 in review
- Limited Liability Company (LLC): Types of LLCs & Benefits
- Short vs. Long-Term Capital Gains & Tax Rates
- Carta Policy Insights: Decoding the Data | Startup job creation
- California’s new diversity reporting standards: What VCs need to know
- Multiple on Invested Capital (MOIC): How to Calculate MOIC
- Valuations Audits: What to Expect & How to Prepare
- The Carta Policy Team
- Deal Sourcing: Strategies & Process for Private Fund Deal Teams
- Taxes Collection | Carta
- Search | Carta
- Compensation Philosophy: Creating a Framework for Compensation
- Broken Cap Tables - Solving Cap Table Entropy | Carta
- Tax Planning for Small Businesses: Credits & Deductions to Know
- FCA’s “Dear CEO” Letter Signals Scrutiny on AML/KYC Compliance
- VC 101 | Carta Classroom
- How This CFO Charted a Career from Big Four Audit to Venture Capital
- How taxes work for LLCs
- General Partner (GP): Responsibilities & Role in Private Funds
- Peter Walker
- Policy Desk Newsletter Signup | Carta
- How Distributions to Paid-In (DPI) Works in Private Equity & VC
- How Co-Founders Split Equity [Free Equity Split Calculator]
- What is equity? | Equity 101 Course
- How this GP has Supported Women, from the UN to Venture Capital
- Carta Classroom Collections | Carta
- Portfolio Management: Strategies for Managing PE & VC Portfolios
- Webb Allen
- Equity grant taxes | Equity 101 Course
- PE Executive Equity Report
- What is a Portfolio Company (PortCo)? From Investment to Exit
- Membership Interests: Understanding Equity for LLCs
- Introducing Carta Plugins for Claude
- Why this Atlanta-based CFO is Betting on the Super South
- Why this VC bets on ‘boring’ industries
- Alternative Minimum Tax (AMT) Calculator 2025 & 2026
- Option Pool Calculator | Carta
- Request a demo | Carta Equity Advisory
- Run Fund of Funds with Full Look-Through
- Why This Venture CFO is Long on the Southeast
- Articles of Incorporation: Definition & Examples
- Ramp Bill Pay and Reimbursements Now Sync to Carta
- From Executive Assistant to Head of Operations: A Venture Career Journey
- Burn Rate Calculator & Formula | Carta
- AI Clauses in NDAs: Protecting Confidentiality
- 2026 PE Executive Equity Report
- PE Blueprints | How to Structure Private Equity Ownership
- Net Asset Value (NAV): Definition & Formula for Fund Benchmarking
- Run Your ManCo Budget with Claude for Excel
- The Fund Lifecycle: Investment Strategies at Each Stage
- The Complete Guide to Employee Equity | Carta Classroom
- Kevin Dowd
- Source and Close Deals Faster with Deal CRM
- Is Your Legal Model Ready for AI?
- Why GenAI Isn't Enough for Legal Work
- How To Build Legal AI Systems that Tackle Ambiguity
- Send Carta CRM Campaigns with Live Relationship Data
- Rita Astoor
- Generate Custom Reports with the Cap Table Plugin
- Fund I report: 2021 year in review | Carta
- Legal AI is Booming. But Is It Solving the Right Problems?
- Query your documents and attached files directly from Carta CRM
- Run Waterfalls and Exit Scenarios with Claude
- Corporation: Definition, Types & Key Characteristics
- Portfolio Holdings Are Now Interactive in Claude
- Share Tax Estimates with Your LPs Every Quarter
- State of Private Markets: Q2 2024 | Carta
- Private Equity Due Diligence: How to Evaluate Deals
- IFRS 2 Share-based Payment: Preparing Your ESOP for Audit in Singapore
- Why Data Security Is a Hidden Risk in Legal AI
- Diversity | Carta
- How to Sell Private Company Stocks
- When to Incorporate a Startup
- Pitch Deck Guide: Examples & Resources for Startups
- What is ASC 718? Guidelines for Expensing Stock Options
- Advisory Shares: What Founders Need to Know
- Liquidation Preferences: Standard & Non-Standard Terms
- How Subsig advanced from launch to profitability on Carta
- How Giant Leap Modernized Fund Operations with Carta
- Carta Plugins for Claude: How Next Frontier Capital Drives Fundraising and Compliance
- How ButterflyMX Manages Investor Relations and Audits on Carta
- Carta Plugins for Claude: How Liquid 2 Builds Portfolio Intelligence
- The Post-Termination Exercise Period (PTEP) for Options Explained
- What is Board Management & How Does It Work?
- Elements.cloud Trusts Carta for Cap Table Management
- M&A Essentials: A Guide to Deal Structures, Transactions, and Process
- Headcount Planning Beyond the Budget: A Founder's Guide
- Equity Refresh Grants: How to Incentivize & Retain Talent
- How Automox uses Carta to manage equity and forecast runway
- How to Find a Co-Founder: A Guide for Startups
- How 1up Drives Growth with Solid Equity Management from the Start on Carta
- Investindustrial: How Carta Law Delivers Fast Background Checks
- How Carta does board consents
- How Limerston Capital improved pipeline tracking and origination with Carta Deal CRM
- Private Company Valuations: How to Value a Private Company
- How MML Capital automated origination and fundraising activities
- Types of Investors & Roles for Startups
- How to Write an Effective Investor Update | Tips & Templates
- Private Company: Definition & Types of Private Companies
- Hiring Plan: Building a Hiring Plan for Your Next Fundraise
- Early Exercise of Stock Options: What to Know
- Stock Warrants Explained: Definition and How Warrants Work
- compensation
- Rule 701: Definition & Disclosure Requirements
- Incorporation: What It Means to Be Incorporated
- Seed activity slowed in Q4 | Carta
- What is an 83(b) Election? Tax Benefits & How to File Form 83(b)
- State of Private Markets: Q4 and 2024 in review
- A Sample Stock Option Plan for Your Startup
- Fair Market Value (FMV): Definition & How to Calculate FMV
- What is Seed Funding for Startups? How to Raise a Seed Round
- How Perkville Uses Carta to Automate Equity and Compensation Management
- Priced Rounds: Understanding Priced Rounds vs SAFEs
- Startup Lawyers: A Founder’s Guide for Finding a Law Firm
- Down Round: How Down Round Financing Works in VC
- What is the ISO $100K Limit?
- Better Valuations with Complex Waterfalls and Tracebacks
- Portfolio Data You Can Trace to the Source
- Startup shutdowns are accelerating | Carta
- Startup Metrics & KPIs Founders Need to Know
- Build custom valuation reports from your Data Warehouse
- Multi-Entity Waterfalls for PE Deal Structures
- Cap Table 101 Video Course | Carta Classroom
- What is Series A Funding? How to Raise a Series A Round
- Gauntlet Uses Carta Total Comp to Hire Competitively in the Surging Web3 Industry
- Series B Funding: A Complete Guide for Startups
- Deal Closings: Efficiently raise, track, and close—in one place
- Lightning AI Hires Transparently with Carta Total Comp Data
- What is a Burn Rate? How to Calculate Your Cash Runway
- 409A Valuation Example: See What a 409A Includes
- Pre-Seed Funding: Guide for Early-Stage Startup Founders
- Ownership Trends in Private Equity: 2024
- Cap Table Template: Get Started For Free
- How to Build Your Founding Team: Key Roles & Skills
- How to Find the Right Investors for Your Startup
- What is a Family Office? Structures & Investment Strategies
- Nick Avery | Carta
- What is a Term Sheet? Common Terms & Examples for Startups
- Startup Accelerators: How Accelerators Help Grow Your Startup
- Institutional Investors: Who They Are & How They Allocate
- Why Singapore-Based Mito Health Believes Carta Is Necessary for Any Startup
- Market Size: What is TAM, SAM, & SOM?
- VC Fund Performance: Q2 2025
- At pre-seed and seed, the dominance of SAFEs continues to grow
- The State Small Business Credit Initiative (SSBCI) Explained
- What is Private Capital? How the Private Capital Market Works
- State of Pre-Seed: Q1 2025
- Private Equity (PE) Collection | Carta
- Board of Directors (BoD): What Founders Need to Know
- State of Private Markets: Q1 2025
- How Day Trippers Doubled Their Valuation After Using Carta
- Startup Advisors: How to Build Your Advisory Board
- How Equity Crowdfunding Works for Startups
- Bootstrapping: How to Bootstrap Your Startup
- How to Start a Startup: A Clear Path for Founders
- From 409As to SAFEs, Double A Labs Uses Carta to Scale
- Initial Public Offering (IPO): The Basics of the IPO Process
- How Carta Helped Singapore-Based iPiD Fundraise with Confidence While Scaling
- Internal Rate of Return (IRR) Explained: Formula & Calculator
- Bridge Round: What Is It & How Does It Work?
- QSBS Status and How to Protect Your Tax Benefits | Carta and Hanson Bridgett
- Founder Ownership Report 2025 | Carta
- Startup Fundraising 101 | Carta
- Carta
- Fundraising Checklist | Carta
- How Kapor Capital Uses Carta to Advance Its Socially Conscious Investment Thesis
- Should investors be concerned about 2021 venture funds?
- Carta Enables Better LP Communication for M13’s Unique Strategy
- Private Equity Compliance: A Framework for Fund Growth
- Request a demo of Deal CRM
- What is a Fund of Funds? Types, Structures, and Strategy
- LP CRM: The Smart CRM for Investor Relations
- Holli Heiles Pandol
- What is Debt Financing? Definition & How It Works
- What is a Subscription Agreement? Key Components & Compliance
- Generate Legal Agreements, Issue Interests Seamlessly with Carta's Tools for LLCs
- Blue Sky Laws: Definition & Regulation
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- Latin America Archives | Carta
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- Business-to-Business (B2B) Meaning & Examples
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- Modern Fund Operations: A Practical Guide for VC Firms
- Top Six Workflows of Data-Driven Venture Managers
- Portfolio Construction: How to Build a Fund Strategy
- Regulation D: Offerings, Exemptions, & Changes
- Sections 3(c)(1) and 3(c)(7) of the Investment Company Act
- Accredited Investors: Definition, Requirements, and Verification
- Secondary Markets & Secondary Market Transactions Explained
- Exempt Reporting Adviser (ERA): Definition & How to File
- Fund Forecasting Resources: Make Data-Driven Decisions
- How High Circle Ventures Used SPVs to Launch a VC Firm
- How to Convert from an LLC to a C-Corp
- What Does a Fund Manager Do? Responsibilities & Skillset
- Form ADV: Instructions for Investment Advisers
- Why Carta supports the QSBS exclusion to protect startups | Carta
- How are crypto and digital assets taxed?
- AML & KYC Compliance Guide | 2026
- Form PF: Filing Instructions & Requirements
- Qualified Purchaser: Definition & Requirements
- How Motivate Ventures Leverages Fund Forecasting to Automate Fund Planning and Management Workflows
- Hosted Fund SPV Disclosure | Legal Hub
- Financial Reporting: Types, Use Cases & What to Include
- What is a Qualifying Venture Capital Fund?
- Request a demo of Fund Forecasting
- Fund Construction Software: The Smarter Way to Build Funds
- Annual Recurring Revenue (ARR): How to Forecast Revenue
- How Connect Ventures Partnered with Fund Forecasting to Drive Strategic Analysis
- What is the Strike Price of a Stock Option?
- How to Prepare for a Financial Audit
- QSBS: Protected, and expanded
- What is a Small Business Investment Company (SBIC)?
- Navigating Opportunities: State of Venture in the Middle East
- QSBS Eligibility Guide | Carta
- Private Equity Secondaries: The Operational Guide
- Fair Value (FV) Explained: What Fair Value Means for Stocks
- Introducing Carta Law (fka Avantia Law)
- Carta | NYSE: Getting Your Company IPO Ready
- First Close: Acing Your Fund Operations Stack
- Corporate Transparency Act: Simplify Filing With Carta
- HMRC Best Practices: How To Get the Most out of Your Share Plan
- What’s New, What's Next: Equity Management for LLCs
- Best Practices: EOY Tax & Audit Planning
- FA Certification Program - Management Fees
- Policy Playbook: Navigating the Shifting VC Regulatory Landscape
- Qualified Small Business Stock (QSBS) Explained
- FA Certification Program - Day One Financials
- Get a demo of LP Portfolio Analytics | Carta
- Tender Offers 101
- State of Private Markets: 2024 Predictions
- How Did 2023 Change Valuations?
- A guide to private credit financing for private companies
- Corporate Transparency Act: What Business Owners Need to Know
- The Startup Guide to Taxes: Year-End Strategy for Success
- Creating a compensation plan that wins top talent
- State of Private Markets: Q1 Venture Spring?
- First Close: Formations
- Navigating the Corporate Transparency Act as a LatAm Based Business Owner
- Charly Kevers | Carta
- FA Certification Program - Requesting Transfers/Submitting General Requests
- What’s New, What's Next: Carta Fund Admin in Q4
- State of Private Markets: Q3 Headwinds
- Henry Ward | Carta
- FA Certification Program - Cash Forecasting Overview
- FA Contacts and Permissions
- FA Certification Program - Distributions: Send Wire Instructions Request
- Fund Administration - Subsequent Closings/Messaging
- Prep for Your Audit: ASC 718 Expense Reporting
- Audit-Ready Expense Reporting: The Fundamentals of Share-Based Payments
- How To Get Your VC Fund Audit Ready
- Founder Q&A: A Conversation With Poppy Flowers
- Equity Essentials: Making the Leap From Seed to Series A
- Startup Fundraising 101: Building Strategic Partnerships
- SPV Structures: Which One Is Right for You?
- FA Certification Program - Distribution Workflow
- FA Certification Program - Reviewing Financials
- FA Certification Program - K1 and Tax
- FA Certification Program - Capital Call Workflow
- What’s New, What’s Next: Effortless Distributions Modeling
- Business Guide to Taxes: Expiring Tax Incentives
- Vrushali Paunikar | Carta
- Pre-Seed Benchmarks: Fundraising Data for New Startups
- FA Certification Program - Fund Metrics
- FA Certification Program - SOI Approval and Update
- Get Started with Carta Law | Demo Request
- Nicole Baer | Carta
- Jeff Perry | Carta
- FA Certification Program - Bulk Notices and Capital Call Reminders
- VC Fund Performance: New Benchmarks for 2024
- 2024 Fund Performance Data: A European Perspective
- Venture Capital Tax Treatment: How VC Taxes Work
- What’s New, What's Next: Carta Fund Admin in Q3
- What’s New & What’s Next: Carta Alternative Assets Product Updates in Q2
- Healthcare and Life Sciences: Growth and Funding Insights
- Venture Debt Explained: Pros & Cons for Startups
- FA Certification Program - Scenario Modeling Overview
- Value Creation through Employee Equity: Insights from the 2024 Private Equity Ownership Trends Report
- Policy Briefing: What Does the UK Election Mean for VC?
- The Carta Handbook for Late-Stage Private Companies
- Advisory Boards Unveiled: Elevating Australian Startups to Global Heights
- Fund Management Software for Private Equity & VC | Carta APAC
- First Close: From Managing SPV’s to Launching a Fund
- Deep Dive: European Data Insights
- Emerging Trends & Key Insights for Asset Allocators
- Software for the Private Equity Fund CFO
- Essential Tools for Startup Success: Equity Management
- Startup Fundraising 101: Mastering Fundraising Strategy
- First Close: Optimising for Your First Close
- Search | Data Desk by Carta
- FA Certification Program - Downloading SOC Reports
- Private Equity Firm Operations: In-House v. Outsourced
- Founders Guide to Board Management
- What’s New, What’s Next: Carta Fund Admin in Q2
- Startup Fundraising 101: Crafting a Winning Pitch
- GP Secrets: Fundraising & Investing in the Middle East & Asia Pacific
- Startup Compensation in 2024
- How PowWater is Revolutionizing Clean Water Access across Africa with Carta
- Pre-Seed Fundraising: Fresh Data from Q2 2024
- Policy Playbook: How the 2024 Election Could Shape Private Market Policy
- FA Certification Program: Auditor Portal Overview
- Preparing for EOY: Get Ahead of Your Next Audit
- Equity Compensation: Three Essentials You're Not Thinking About
- The Startup Guide to UK Fundraising: EIS and SEIS
- [Bonus Event] Startup Fundraising 101: Close Your Priced Round with Confidence
- Audit Mastery: The Essentials You're Not Thinking About
- How PE’s exit math is changing | Carta
- Dynamic Duos: Equity Math for Two-Founder Teams | Carta
- Essential Tools for Startup Success: QSBS Attestation
- Best Practices: How to Prepare for Year-End (Audit & Tax)
- Accounting for Share-Based Payments
- FA Certification Program: Fund Tax Process
- Why Australia-based Dovetail Switched from Excel Spreadsheets to Carta
- Essential Tools for Startup Success: Elevate Your Compensation Strategy
- Plans & Pricing for Fund Management in APAC
- The Lifecycle of a Private Equity Deal with Weil
- How PE is investing in AI | Carta
- Election 2024: Policy Implications for the Private Market Ecosystem
- How Endowus Expanded to Hong Kong, Using Carta to Streamline Regulatory Compliance
- Looking Forward: A Glimpse into the Future of Fund Waterfall Management
- Fund Forecasting Demo
- Fund Formation Collection | Carta
- Why it could be a good time for emerging managers | Carta
- State of Private Markets: End of Year Predictions
- Plans & Pricing for Private Corporations in APAC
- SAFE Fundraising 101 ebook | Carta
- How Legalist Scales Private Credit Investments with Carta’s Unified Fund Administration
- file-fund-and-spv-taxes
- VC Fund Performance: Q1 2026 | Carta
- Carta Is the Official Sponsor of the Golden State Warriors 2026 NBA Draft
- State of Private Markets: Q1 2026 | Carta
- Why PE Firms Are Buying Up Secondary Investment Firms | Carta
- UK Company Registers & Company Filings
- The Rise of ESOPs in the UAE: A Shift from Cash to Equity
- The Round Benchmarking Tool: Interact with Carta Data
- Building Lasting Limited Partner (LP) Relationships
- State of Pre-Seed: Q1 2026 | Carta
- About Our Data | Carta
- The Data Minute Podcast by Carta
- Data Desk Reports by Carta
- RAISE Emerging Manager Fund Analysis
- Fund Economics: Demystifying Operations, Fees, and Expenses
- The New Dynamics of Venture, Private Equity, and Credit: Five Trends Shaping the Private Market
- Fundraising in 2026: Benchmarks, Trends, and What’s Different Now
- Request a demo | Carta Private Credit
- Data Minute Newsletter Signup | Carta
- Carta & Morgan Stanley at Work Announce Streamlined IPO Solution
- Single-Trigger vs Double-Trigger RSUs: Key Differences
- What is Equity in Business? Types of Equity & How It Works
- Variable Compensation: Types & Best Practices for Variable Pay Plans
- Carta Product Video Tour | Carta
- How Much Should Startups Pay Their First Employees?
- What is a 409A Valuation? Key Concepts & Process
- What are Stock Options? Types of Options & How They Work
- IPO Readiness: Process & Checklist
- Vesting Explained: Schedules, Cliffs, Acceleration, and Types
- What is an RSU? Definition, Benefits, & Taxes
- Option Pool Definition: How to Size Your Employee Option Pool
- Carta LP/GP Summit Registration
- Why Your Cap Table and Waterfall Must Be Natively Connected
- aml-cft-requirements-delayed
- policy-weekly-09-05-25
- Liquidity Events: Definition, Types & How to Prepare
- Employee Compensation: A Founder's Guide to Compensation Packages
- Are Spreadsheets Enough for Your LLC Cap Table?
- Five charts showing how AI is dominating the venture fundraising market
- Business Exit Strategies & Exit Planning
- How Carta Helps Streamline Equity, Make Hires, and Save on Taxes
- Scenario Modeling & Planning Software | Carta APAC
- Dematerialization of shares of a private limited company in India
- Exercising Stock Options: How & When to Exercise Options
- Share Dilution: What Causes Dilution & How to Prepare
- How safe is your SAFE in the QFC?
- State of Private Markets: Q2 2025
- Employee stock ownership plans (ESOP) | Carta
- law-partners
- Waterfall Analysis: How to Model Exit Waterfalls
- Real-time carry visibility for GP members
- Request a demo and join Carta | 409a Valuations | Carta
- Investor Relations: Build trust and manage investors with confidence
- Waterfall Modeling Software: Fast & Accurate Models
- Carta Establishes a Dual-Hub Network for Hong Kong's $240B Private Markets
- Request a demo and join Carta | Cap Table | Carta
- Integrate your HRIS with Carta
- Loan Operations: A Guide for Private Funds
- angel-syndicates
- What is an SPV? Definition, Benefits & Setup
- Entity Management: Core Components & Best Practices
- The General Ledger (GL): A Fund’s Single Source of Truth
- Not All Boats Rise with the AI IPO Tide: Policy Weekly 7/17/26
- Fund Structures: LPs, GPs, & VCCs
- Cayman Sandwich structures: Guide for startups in Latin America
- Limited Partner (LP): Responsibilities & Role in Private Funds
- The Carta Team
- One-To-May Reporting in Data Collection
- Asset Sale vs. Stock Sale: M&A Deal Structures
- Phantom Equity Explained: A Founder's Guide
- Private Equity Explained: How PE Works & Strategies
- Carta hits the Hill to expand retirement options for employees
- Understanding Executive Compensation: A Conversation with Carta and Sequoia
- Fund Administration Explained: Responsibilities & Benefits
- Life at Carta: A Team of Unconventional Builders | Carta
- Deal terms grew less investor-friendly in Q3 | Carta
- How to Start a Venture Capital Firm and Raise Your First Fund
- Founder Shares: Key Characteristics & Structures for Founder Equity
- Policy Desk: Driving Policy That Supports the Private Market Ecosystem.
- 506(b) vs. 506(c) Offerings: A Guide for Private Funds
- Differences Between Preferred Stock vs. Common Stock
- Carta Classroom | Carta
- What is an Angel Investor?
- Founder Ownership Report 2026 | Carta
- How buy-side dynamics are shifting in secondaries | Carta
- What's New in Product | Carta's Product Update Center
- Fund Management: Understanding Fund Management for Private Funds
- Careers at Carta | Carta Jobs
- What is a Cap Table? Key Concepts & Examples
- Executive Equity Grant Sizes: PE vs. VC | Carta
- Carta Law Archives | Carta
- VC Spotlight Archives | Carta
- Fund Administration Software for Private Equity & VC | Carta APAC
- Request a demo | Carta Fundraising
- Customer Case Studies | Carta Success Stories
- What is equity management? How to manage your company's ownership
- About Carta - Our Story | Carta
- Valuations Archives | Carta
- IFRS 13 Sample Report | Carta
- Total Comp: Compensation Management Software | Carta APAC
- fundraising
- Carta Coverage and Press Kit | Carta
- Startup Fundraising 101: Post-funding Success
- What’s New, What’s Next: Carta Fund Admin in Q1 (2024)
- Equity Management Software: One Platform, Unlimited Potential
- Carta Law: High-Volume Legal & Compliance, Automated
- VC Masterclass: Setting a Target Fund Size
- Venture Capital Solutions: Connect Your Entire Fund
- FA Certification Program - Reviewing Capital Calls
- Smarter Compensation: Retain Talent & Run Lean
- The Agentic ERP for Funds
- Carta Legal Hub
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