Search results

26 entries found

Introducing Carta Law (fka Avantia Law)

Announcements
May 2026
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.
View

The alternative minimum tax (AMT), explained

Taxes
April 2026
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.
View

Introducing Carta Plugins for Claude

Announcements
April 2026
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.
View

Qualified small business stock (QSBS)

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

How stock options are taxed: A complete guide

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

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

Equity
January 2026
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).
View

How to start a startup: A clear path for founders

Startups
January 2026
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.
View

How stock options work

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

Vesting: A guide to equity schedules

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

Carried interest

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

Advisory shares: A founder's guide

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

Special purpose vehicle (SPV)

Fund Management
November 2025
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.
View