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Generate your latest stock-based compensation reports in a few clicks

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Empower your team with actionable tax and equity knowledge

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Execute secondary transactions that fully integrate with your cap table

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Optimize your equity tax benefit with the QSBS tax exemption

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ASC 820

Get audit-ready valuations for consistent financial reporting

Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

Waterfall Modeling

Run any waterfall model with a bespoke modeling engine.

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Distributions

Streamline distributions through cap table and waterfall integration

PFA Rules
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Learn more about new private fund adviser rules and what these changes mean for your fund

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For LLCs

All Equity Management for LLCs

Track, manage, and view multi-entity ownership structures in one place

Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

Waterfall Modeling

Run any waterfall model with a bespoke modeling engine

Distributions

Streamline distributions through cap table and waterfall integration

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Employee equity guide

Learn how to build an employee equity plan that is right for you

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Classroom /Results

Search results

918 entries found

Senate working group outlines priorities on AI regulation

Policy Newsletter

May 2024

Senate working group outlines priorities on AI regulation

SCOTUS rules CFPB is legally funded.

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Limited Liability Companies

May 2024

Multi-member LLCs (MMLLC)

Learn the basics of multi-member LLCs, including the different types, how MMLLCs compare to other business structures,...

Learn the basics of financial reporting for your startup, what to include, and the different types of financial reports...

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Carta and Deel partner to solve international option exercises

Announcements

May 2024

Carta and Deel partner to solve international option exercises

Carta and Deel are thrilled to announce a major step forward for our ecosystem: automated global equity compliance....

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Policy Newsletter

May 2024

House turns its attention to crypto

IRS increasing audits on corporations & large partnerships.

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Founder Education

May 2024

How to close a business

Learn how to close a business with actionable steps to help you navigate every phase of the company dissolution...

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Equity Education

May 2024

Employee stock ownership plans (ESOP)

This article explores how ESOPs work in different countries. Whether you’re setting up an employee stock ownership...

Learn what distinguishes pre-seed funding from other types of startup funding, including the different types of...

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Featured

May 2024

State of Private Markets: Q1 2024

The venture capital fundraising market remained slow in Q1 2024, but valuations held steady or climbed at almost every...

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In tough Series B landscape, Kahuna uses fundraising data and tools to gain edge

Fundraising Files

May 2024

In tough Series B landscape, Kahuna uses fundraising data and tools to gain edge

The enterprise SaaS company focused on a small circle of potential investors—and armed itself with the latest trends in...

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Policy Newsletter

May 2024

The path to 2025 tax reform begins

Congress shines a spotlight on the Corporate Transparency Act.

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Fund administration for the 21st century

Investors

May 2024

Fund administration for the 21st century

Carta's connected platform gives GPs, LPs, fund CFOs, and their fund administration partners unprecedented transparency...

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What is a 409A valuation?
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Exercising stock options
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Pre-money vs post-money SAFEs
What is Internal Rate of Return (IRR)?

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