Carta Plans Summary.pdf
A plan for every stage
| Equity Management | Launch | Build | Grow | Scale |
|---|---|---|---|---|
| Cap table management | √ | √ | √ | √ |
| 83(b) for founders | √ | √ | √ | √ |
| Communication center | √ | √ | √ | √ |
| SAFE modeling | √ | √ | √ | √ |
| Priced round modeling | √ | √ | √ | |
| Deal-ready pro forma | √ | √ | √ | |
| 83(b) electronic filing | √ | √ | √ | |
| 409A valuations and audit support | √ | √ | ||
| Form 3921 | √ | √ | ||
| ISO disqualification checks | √ | √ | ||
| Exit modeling | √ | |||
| Rule 701 disclosure management | √ | |||
| Financial reporting(ASC 718 and IFRS 2) | √ |
Add-ons
QSBS Attestation
Total Compensation
Equity Advisory
Tender Offers