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Carta - Ownership Management

We outgrew eShares so we renamed ourselves Carta. Let me explain why. A bigger market Ultimately property rights and personal rights are the same thing....

Product
Henry Ward

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...

Henry
Henry Ward

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...

Henry
Henry Ward

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...

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Jesse Klein

The disappearing value of unexercised options

The startup community has seen some of its most valuable companies move towards increasing the Post-Termination Exercise Period (PTE). Unlike public companies, private stock suffers...

Education
Ray Raff

How to do 409A valuations in three highly disruptive industries

Chad Wilbur, Carta’ Head of Valuations, recently wrote a blog post on why startup valuations are broken. To summarize, 409a valuations use public market comparables...

Education
Jesse Klein

10 common cap table mistakes

Every cap table problem stems from two basic sources: lack of institutional control and excessive versions. Having to request your cap table from a law...

Education
Jesse Klein

Financing a non-profit in the startup world.

Latoya Botteron is the CFO of the nonprofit, Central Indiana Corporate Partnership (CICP). The organization brings together chief executives on Indiana's most prominent corporations, foundations...

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Jesse Klein

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...

Henry
Chad Willbur

Which cities have the highest startup valuations?

Silicon Valley used to be the only place to be a startup. If you wanted capital, access to talent and experienced investors you had to...

Education
Jesse Klein

Why you should be transparent about employee equity

Equity is one of the most valuable tools you have as a founder to attract talent to your startup. It is an opportunity applicants can't...

Education
Nathan Parcells

Negotiating Vendor Terms as a Startup CFO

Ken Stumder is the VP of finance of Bombfell. Bombfell is a subscription clothing service for men. Personal stylists select and mail clothes to their...

Education
Jesse Klein

NYC CFO Summit: Secondary Markets Panel

At our second CFO summit in NYC, we held a panel to discuss the intricacies of secondary markets. John Buttrick, a partner at USV gave...

Education
Jesse Klein

What to know about Tender Offers

This presentation is meant for educational purposes only. Carta does not provide legal, financial or tax advice of any kind, and nothing in this presentation...

Education
Jesse Klein

NYC CFO Summit: highlight reel

On June 16th, Carta held a CFO Summit in NYC. The goal is to connect a community of CFOs to gather insights and distribute advice....

Education
Jesse Klein

NYC CFO Summit: Kevin Weinman of Mohawk

In June, we held a CFO summit in NYC. Kevin Weinman, the EVP of Finance at Mohawk Group talked about the importance of debt to...

Education
Jesse Klein

Case Study: Cap table snapshots sealed the deal for Trello

In early 2017, Atlassian announced it would be acquiring Trello for $425 million. The months of negotiating and due diligence was aided by Trello's reliance...

Education
Jesse Klein