Equity Management
https://carta.com/equity-management/Carta Equity Management offers a comprehensive platform for companies to manage all aspects of their equity, including cap table management, 409A valuations, SAFE financings, financial reporting, equity advisory, total compensation benchmarking, liquidity events, and QSBS attestation. The platform is designed to scale with companies from early-stage startups to IPO, providing compliance tools, expert support, and secure data management.
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Product Overview
Carta's Equity Management is an end-to-end platform for managing company equity from incorporation to IPO. It provides a suite of tools for issuing, tracking, and processing payments for securities, managing cap tables, staying compliant, and supporting growth at every stage.
Detailed Description
Carta Equity Management offers a comprehensive platform for companies to manage all aspects of their equity, including cap table management, 409A valuations, SAFE financings, financial reporting, equity advisory, total compensation benchmarking, liquidity events, and QSBS attestation. The platform is designed to scale with companies from early-stage startups to IPO, providing compliance tools, expert support, and secure data management.
Key Features
- Cap Table Management
- 409A Valuations
- SAFE Financings
- Financial Reporting
- Equity Advisory
- Total Compensation Benchmarking
- Liquidity Management (tender offers, secondary transactions)
- QSBS Attestation
- Scenario Modeling
- Waterfall Modeling
- Deal Closings
- Distributions
- IPO Advisory
Key Benefits
- Issue, track, and process payments for company equity from one secure platform
- Flexible suite of solutions that scale from fundraising to hiring and IPO
- Built-in compliance tools and year-round support
- Full-service onboarding and one-on-one admin training
- Highly-rated support from equity, financial, and accounting experts
- First-class security and data privacy
- Access to reliable salary and equity benchmarks
- Ability to run liquidity events and tender offers with full cap table control
- Optimize equity tax benefits (QSBS exemption)
- Audit-ready 409A valuations
How It Works
Documentation
View DocumentationWho Is It For
- Founders
- Early-stage startups
- Private corporations
- LLCs
- Private equity firms
- Venture capital-backed companies
- Companies preparing for IPO
- Companies with under 25 employees and up to $1 million raised (Carta Launch)
Requirements
- For Carta Launch: Company with under 25 employees and up to $1 million raised
Detailed Sections
End-to-end equity management
From incorporation to IPO, leverage a powerful suite of equity management tools to build and scale your company.
Designed for founders. Built to scale.
- Issue, track, and process payments for your securities from one platform.
- Access solutions designed to scale from fundraising to hiring and IPO.
- Leverage built-in tools and support to help with compliance year-round.
Your cap table is just the beginning
Discover the 360-degree solution built for founders, by founders.
One platform, unlimited potential
Access a full suite of tools for every stage—from building your first cap table to preparing for IPO.
- Cap Table Management: Easily view, track, and issue equity on a secure platform that scales with you.
- Total Compensation: Use startup-specific benchmarks to help you forecast, hire, and retain talent.
- Equity Advisory: Leverage tax strategies from experts to help employees understand their equity.
- Liquidity: Run tender offers while maintaining full control of your cap table.
- QSBS Attestation: Optimize your equity tax benefit with the QSBS tax exemption.
- 409A Valuations: Get an audit-ready valuation from the industry's leading provider.
More than a platform. A partnership.
Work with an experienced team, dedicated to your success at every step.
- Full-service onboarding: Partner with an onboarding manager to ensure data accuracy and receive one-on-one admin platform training.
- Highly-rated support: Access a team with decades of equity, financial, and accounting experience by chat, email, phone, or video.
- First-class security: Keep your information private with strict procedures, systems, and tech in place to protect your data.
Trusted by over 1.6 million equity holders
- Used by companies such as Betterment, Brex, Demostack, Ispot TV, Perkville, Radar
FAQs
You have questions, we have resources and answers.
- Support for LLCs and Private Equity firms
- Demo and video tour available
- Full-service onboarding process
- Carta Launch for early-stage startups
- Robust data security for cap table data