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What is a 409A valuation?

Unlike public companies where value is set by the market, private companies use independent appraisers to assess their value. A 409A valuation is an independent...

Equity 101 - Equity Basics for Founders

The following is an introduction to equity, stock options, and cap table management for founders. Understanding and managing equity can be daunting and confusing. With...

Understanding tax implications of tender offers

Why run a private tender offer? Venture funding has increased substantially over the last five years, making it easier for companies to raise money and...

Work @ Carta, get liquidity

~2% of venture-backed companies IPO.1 Very few startup employees will ever receive liquidity for their equity. The lucky few who do wait years, sometimes...

How We Sell

This is modified from a presentation we give to new sales hires at Carta on how we approach conversations with potential customers. This is our...

The Carta 409A Valuation Process

One of the most important aspects of the 409A process is trust. Many competitors obscure the process they use to determine their valuations; at Carta,...

1stdibs Tender Offer: "Carta did everything"

Earlier in 2017, 1stdibs ran its tender offer through the Carta platform. In the video below, members of 1stdibs’ finance team discuss how seamless the...

From cars to scooters, Scoot Networks' VP of Finance journey to the rental business

Sunaina Seelam is the VP of finance at Scoot Networks. After working in the automotive industry, shifting to the rental business model at Scoot was...

Inside Cap Tables: When the cap table gets unwieldy

Ross Lerner has worked on the finance team at a number of startups over the past three years. Early on, excel was the default for...

Employment tenure at startups

By: Miguel Socias and Ry Sullivan That promising candidate finally agreed to join your startup. The contract ink is still wet, and there are smiles...

Introducing Carta’s new navigation

Starting March 4th, we will roll out a navigation update to Carta. Redesigning any feature is an introspective undertaking, particularly when working on an update...

Securely share K-1s through Carta

Traditionally, sensitive tax documents like Schedules K-1 are sent manually via email and regular mail. Besides numerous security vulnerabilities, these methods are also extremely time-consuming...

Work @ Carta, get liquidity

~2% of venture-backed companies IPO.1 Very few startup employees will ever receive liquidity for their equity. The lucky few who do wait years, sometimes...

Broken cap tables

I wrote the following post over three years ago. Three years later, we’ve helped fix a lot of capitalization tables, but almost every new...

Carta acquires Silicon Valley Bank Analytics

On September 1st we acquired Silicon Valley Bank's valuation business and team (Silicon Valley Bank Analytics or SVBA). This impacts both the former SVBA employees...