Kristoffer Warren

Kristoffer Warren has been at Carta since 2017. Kristoffer began his career in alternative finance by participating with Entrepreneurs and Angel Investors completing early-stage financings across the Pacific Northwest. Kristoffer received his Master of Science in Finance (“MSF”) from Seattle University and is a CAIA Charterholder. Previously, Kristoffer graduated Summa Cum Laude from the University of Washington’s School of Business, Bothell.

Latest from Kristoffer Warren

### Waterfall modeling:
A complete guide
February 2026
Learn the ins and outs of simple and complex waterfall modeling with Carta's free, comprehensive resource.
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Phantom equity

November 2025
Learn how phantom equity plans incentivize and retain key employees without diluting ownership. This guide covers mechanics, tax implications, and crucial risks for private companies considering implementation.
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Profits interest

November 2025
Profits interest can give LLC members a share of future growth with tax-free grants and long-term capital gains treatment. Learn how to set up and manage them.
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409A Valuations

November 2025
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
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Pre-money vs. post-money valuations

June 2024
Learn the differences between pre-money and post-money valuations for private companies and how to calculate preferred share price when pitching investors during a priced round.
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Liquidation preferences

August 2023
We cover both standard and non-standard terms for each of the various rights and liquidation preferences, and how they can affect stockholder payouts.
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