Liquidity

Design and execute your liquidity plan

Run secondaries with direct integrations through to your cap table. A global solution, designed to work with emerging market regulations.

Get started View pricing & plans

Key benefits

01

Design your liquidity plan

Centralize payout, proceeds, and volume forecasts in one dashboard, giving your team, investors, and employees clear visibility.

• Customizable tender offer templates
  Manage investor documents, track status

• Model your liquidity plan
  Forecasting tools, model with net proceeds

• Administer on one platform
  Review offer terms, sign docs, transact

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02

Partner with liquidity experts

Work with a dedicated team to structure and execute tender offers that meet your goals—from cap table cleanup to IPO readiness.

• Prepare for your offer with legal team support
  Legal document signing, tax considerations

• Help your board stay informed
  Compliance reports, sign consents

• First-class and unlimited support
  Transaction structure insights, benchmarks

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03

Ensure complete oversight

Manage the entire liquidity process in one place—choose buyers, set terms, and approve orders where you already manage your cap table.

• Get accurate share prices with integrations
  Setup, settlement, post-closing admin support

• Automate your KYC process
  Investor risk scores, screenings, track status

• Leverage built-in compliance support
  Automatic reconciliations, cap table cleanup

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See Liquidity in action

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

Liquidity starts with your cap table—centralize your equity management.

Discover Cap Table

Liquidity made simple

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

Core Features

SPV and Corp Sec
Information Service Agent
Tender offers
Post-transactional support

SPV and Corp Sec

Simplify your equity management by consolidating into a single SPV.

Over $14B of liquidity unlocked to date

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

Derek Ball
CEO, atVenu

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

Devin Basinger
SVP of Operations, H1

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

Jocqui Kaup
Partner, Wilson Sonsini Goodrich & Rosati

FAQs

Do I need to be a Carta customer to run a secondary transaction?

Where is the Liquidity product available?

How does Carta help me run my secondary?

What is a company buyback?

How does Carta handle cap table data?

Design and execute your liquidity plan

Run secondaries with direct integrations through to your cap table. A global solution, designed to work with emerging market regulations.

Get started View pricing & plans

*Available in certain countries

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