Resources for PE-backed LLCs: Streamline Your Cap Table and Waterfall Model
Clarity starts with a connection between your cap table and waterfall model
Learn how Carta helps private equity-backed LLCs move from disparate data sources to a single source of truth with this collection of educational resources.
Connected equity, confident outcomes
Are spreadsheets enough for your LLC cap table?
Learn why spreadsheet-based cap tables aren't designed to handle complex LLC ownership structures, and how using a purpose-built platform like Carta can help.
Why connect your cap table and waterfall?
Disconnected cap tables and waterfall models slow deals and add risk. Learn why PE-backed LLCs need a connected equity system for investor readiness.
Are your cap table and waterfall investor-ready?
Ensure your equity data can stand up to audits, due diligence, and investor calls with tools that deliver real-time answers and eliminate spreadsheet risk.
Popular resources
Authors: Kevin Dowd & Hamza Shad
Date: April 2025
featured article
Data from more than 1,500 corporations and 500 LLCs that are backed by private equity firms sheds new light on how equity compensation works within the multitrillion-dollar industry.
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October 2025
Broad-based ownership
Learn how to leverage broad-based ownership programs as a vehicle for wealth creation and goal alignment. Dive into the policies, practical implications and benefits of BBOPs.
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December 2024
Employee equity 101
Our guide is designed to help PE portfolio companies and their employees understand how different equity awards work—from tax implications to vesting and exit events.
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April 2023
LLC equity planner
Download our step-by-step guide to choosing and implementing the right equity plan for your company, helping you attract and retain talent by offering an ownership stake to employees.
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Take the investor readiness assessment
Can you offer the clarity your sponsors need? Get your diagnostic toolkit to uncover hidden risks, benchmark your equity management, and brush up your cap table and waterfall before reporting season.
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Customer stories
Carta removes uncertainty and facilitates clearer communication. We had been working in silos, and Carta helped us eliminate that.
Brian Profancik, Senior VP of Accounting and Finance
I can run cap table reports at summary, intermediate, and detailed levels that drill down to individual names and vesting schedules.
Kit Lloyd, Director of Finance and RevOps
With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities.
Pedro Diaz De Leon, Director
Explore our interactive cap table
LLC Cap Table Management
Efficiently manage and analyze your company's equity with Carta. Seamlessly navigate through detailed views, historical data, and interest holder groups to make informed decisions.
Clarity lives on Carta
Go from static spreadsheets and scattered emails to a centralized source of truth that ensures accuracy and consistency.