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Articles

1. Introducing Carta Law (fka Avantia Law)

Date: May 2026
Category: Announcements
Summary: Carta acquires Avantia Law to deliver AI-native legal services for PE and VC firms at a fraction of traditional law firm costs. Discover how legal services, software, and compliance integrate into one platform.

2. The alternative minimum tax (AMT), explained

Date: April 2026
Category: Taxes
Summary: Learn about the alternative minimum tax (AMT), how it can create a tax liability when you exercise incentive stock options, and how to calculate AMT for your tax return.

3. Introducing Carta Plugins for Claude

Date: April 2026
Category: Announcements
Summary: Carta Plugins for Claude bring your fund data directly into AI. Query cap tables, fund metrics, and portfolio data in plain language without leaving Claude. Access live data securely, run scenarios, and get instant answers.

4. Qualified small business stock (QSBS)

Date: February 2026
Category: Educational Essentials
Summary: Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.

5. How stock options are taxed: A complete guide

Date: January 2026
Category: Equity
Summary: Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.

6. Filing an 83(b) election: What every founder needs to know

Date: January 2026
Category: Equity
Summary: Learn what a Section 83(b) election is and how it can lower your future tax bill. Get clarity on important due dates, filing information, and what to include in form 83(b).

7. How to start a startup: A clear path for founders

Date: January 2026
Category: Startups
Summary: Learn the foundational steps to start your startup, from finding a problem and building a team to setting up your legal structure and raising your first funds.

8. How stock options work

Date: December 2025
Category: Equity
Summary: Learn the fundamentals of stock options, including the different types, how they are granted and vested, and the process for exercising and paying taxes.

9. Vesting: A guide to equity schedules

Date: December 2025
Category: Equity
Summary: Learn everything you need to know about vesting, including how vesting schedules work and how to structure them for your team.

10. Carried interest

Date: November 2025
Category: Fund Management
Summary: Learn how carried interest works for private funds, including fee structures, waterfall models, and tax treatment for fund managers.

11. Advisory shares: A founder's guide

Date: November 2025
Category: Equity Management
Summary: Learn how advisory shares work for early-stage companies, and how to start issuing equity to your advisors with this comprehensive guide.

12. Special purpose vehicle (SPV)

Date: November 2025
Category: Fund Management
Summary: This article explains how to use a special purpose vehicle (SPV), covering the entire lifecycle from structuring the entity and calling capital to managing post-close compliance and reporting.