IPO Preparation Guide

Between financial audits, SEC filings, and investor roadshows, preparing for a public listing can feel like stepping into the unknown. If you’re a founder, operator, or finance leader wondering where to start, you don’t have to figure it out alone. We’ve put together a comprehensive guide to demystify the IPO process, covering:

• The benefits and limitations of different exit strategies
• Short-term and long-term plans, plus a preparation checklist
• How Carta works with Morgan Stanley to help companies navigate the transition from private to public markets

Learn everything you need to know before, during and after an IPO—download the guide for free.

IPO Advisory

Carta customers planning to go public within the next 18-24 months can leverage Carta’s IPO Advisory service to streamline their transition and avoid costly errors. Our Advisory team is on hand to support late-stage private companies, legal teams, and other service providers. Book a free consultation to learn more.