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How We Work

Mergers and acquisitions (M&A)
Mergers and acquisitions (M&A)
Learn the basics of M&A transactions and how to navigate support, tools and other helpful solutions in this complete guide.
The Carta 409A valuation process
The Carta 409A valuation process
In this post, we fully detail the Carta 409A valuation process from initial request to an audit-defensible final report.
Video: We are Carta
Video: We are Carta
We recently travelled to all of our offices to capture what it's like to work at Carta. Get a closer look at our company culture.
Work @ Carta, get liquidity
Work @ Carta, get liquidity
Today, Carta is at a scale where we can offer liquidity every 12–18 months. All employees with vested shares are eligible.
PTE = Vesting
PTE = Vesting
Carta decided to change PTE to coincide with an employee's vesting schedule. This gives Carta employees more freedom when exercising shares.
A Manager’s FAQ
A Manager’s FAQ
Carta works hard to inspire greatness in its employees. That responsibility falls on managers. Here are some FAQs to help you do the same.
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  • See more >

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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