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Equity Education

Fair market value (FMV)
Fair market value (FMV)
Learn about fair market value, what it means for stock, how to determine a stock’s fair market value, and why 409A valuations are so crucial for private companies.
Dematerialization of shares of a private limited company in India
Dematerialization of shares of a private limited company in India
All companies incorporated in India, except for certain small companies, are now required to issue all shares exclusively in dematerialized form. Learn more about the new rules, including how to comply.
Rule 701
Rule 701
Under Rule 701, private companies can issue up to a certain amount of equity to employees in a 12-month period. Learn more about the Rule 701 exemption and its disclosure requirements.
Restricted stock units (RSU): Definition, benefits, and taxes
Restricted stock units (RSU): Definition, benefits, and taxes
Learn about restricted stock units—a type of equity—including how RSUs work, how they are taxed, and benefits for employees.
Fully diluted shares
Fully diluted shares
Learn what fully diluted shares are and how to calculate your company's fully diluted share count. We'll also explain key differences between fully diluted shares, authorized shares, and outstanding shares.
Exercising stock options
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
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Compare

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  • Carta vs. Pave
  • Carta vs. Aduro
  • Private Equity
  • Venture Capital
  • Private Corporations
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  • Carta Equity Suite
    • Cap Table Management
    • 409A Valuations
    • SAFE Financings
    • Financial Reporting
    • Equity Advisory
    • Total Compensation
    • Liquidity
    • QSBS Attestation
  • Carta Fund ERP
    • Fund Administration
    • Deal CRM
    • Fund Tax
    • SPVs
    • Fund Forecasting
    • Portfolio Valuations
    • Loan Operations
    • LP Portfolio Analytics
  • Carta Law
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  • About Us
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  • Data Desk
  • Blog
  • Policy Desk
  • What's new in product
  • Virtual Events
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  • Equity Management Guide
  • Cap Table Guide
  • 409A Valuation Guide
  • QSBS Guide
  • Fund Management Guide
  • Fund Administration Guide
  • Private Equity Guide
  • Venture Capital Guide
  • See more >
  • Best Cap Table Software
  • Carta vs. Pulley
  • Carta vs. AngelList
  • Carta vs. Shareworks
  • Carta vs. Pave
  • Carta vs. Aduro
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