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Carta's M&A Exits: 2017

In 2017, more than forty Carta clients exited through a merger or an acquisition. Half of the buyers were public companies and included Amazon, Google,...

83(i) Election Sample Form

The new tax bill created an election under Section 83(i) of the Internal Revenue Code. This election is available to qualified employees of private...

Rule 144 - Set your company up for long-term regulatory success with Carta

Tracing the history and ownership of securities presents problems for companies in the private and public markets because SEC Rule 144 stipulates that certain conditions...

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,...

How our mottos help women succeed

On Thursday, August 31st Carta partnered with Girl Geek Dinners to host a panel and Q&A with a few of the leading women...

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...

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...

Making Carta for Investors Fast

Step 1: Turbo mode portfolios The most visited page on Carta is also one of the most complicated. The portfolio can aggregate data across hundreds...

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...

The Shadow Organizational Chart

Like every company, we have a hierarchical org chart with me at the top. It looks something like this: I have long felt there is...

The Problem with 409A valuations

In my 20 years in the valuation industry, the main conclusion I have drawn is the way we value private companies under IRC section 409A...