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ALWAYS BE HELPFUL

What is a cap table?

A capitalization table (or “cap table”) is a list of all the securities your company has issued and who owns them. Securities include stock, convertible...

What's Rule 701 and what’s recently changed?

Most startups rely on Rule 701 to issue employee equity. It's a federal exemption that allows private companies to issue up to $10M in equity...

What is a 409A valuation?

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

Video: We are Carta

We recently travelled to our offices in the NYC area, the Bay area, Brazil, Seattle, and Salt Lake City to capture what it's like to...

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...

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...

Meet Carta for public companies

Carta has gone public—to clarify, we’ve entered the public markets with our latest product. Over the past few years, we’ve transformed how...

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...

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...

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...