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Founder Education

Advisory shares: A founder’s guide
Advisory shares: A founder’s guide
Learn how advisory shares work for early-stage companies, and how to start issuing equity to your advisors with this comprehensive guide.
A founder’s guide to the 409A valuation
A founder’s guide to the 409A valuation
Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.
The role of a startup advisor
The role of a startup advisor
Looking to accelerate your startup's growth? Learn how to find and compensate the right startup advisors, build an effective advisory board, and avoid costly mistakes.
Form 3921
Form 3921
If any of your employees exercised an ISO in the last tax year, your company is required to file Form 3921 with the IRS. Learn how and when to file IRS Form 3921.
Share dilution
Share dilution
Share dilution is the reduction in an existing shareholder’s ownership percentage after a fundraising round. Learn how to prepare your startup for dilution.
Series A funding
Series A funding
The Series A funding round is typically the first priced round your company raises. Here’s what you need to know about raising your Series A.
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Compare

  • Best Cap Table Software
  • Carta vs. Pulley
  • Carta vs. AngelList
  • Carta vs. Shareworks
  • Carta vs. Pave
  • Carta vs. Aduro
  • Private Equity
  • Venture Capital
  • Private Corporations
  • LLCs
  • Private Credit
  • Equity Management
    • Cap Table Management
    • 409A Valuations
    • SAFE Financings
    • Financial Reporting
    • Equity Advisory
    • Total Compensation
    • Liquidity
    • QSBS Attestation
  • Fund Management
    • Fund Administration
    • Deal CRMnew
    • Fund Tax
    • SPVs
    • Fund Forecasting
    • Portfolio Valuations
    • LP CRM
    • Loan Operations
  • LP Portfolio Management
    • LP Portfolio Analytics
  • About Us
  • Executive Team
  • Careers
  • Press
  • Support
  • Data Desk
  • Blog
  • Policy Desk
  • What's new in product
  • Virtual Events
  • Case Studies
  • Carta Classroom
  • 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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