Carta’s new Documents tab centralizes, organizes, and streamlines fund document management with smart search, filters, previews, and AI-powered data extraction.

Understanding SEC Rule 144 is essential for most private companies. Learn about Rule 144 of the Securities Act, the Rule 144 date and holding period, and how it could affect your business.

In 2024, we focused on delivering solutions that enhance accuracy, give investors control, and streamline operations—so you can focus on scaling your firm. Here's a look back at everything we accomplished together this past year.

As tax season approaches, you can use Carta to send out K-1s to all your investors at once. Carta makes it easy to manage your Schedule K-1 documents.

With Carta’s qualified small business stock (QSBS) attestation, investors can have peace of mind knowing they’ll have adequate tax documentation of QSBS-eligible securities issued by companies on the Carta platform.

Learn how Carta’s Agreement Execution tool automates and centralizes the interest-agreement signing process, saving LLCs and interest holders time, effort, and resources.