Lay the groundwork for success
Get expert support through the listing process to help avoid costly errors.
IPO Advisory
Paving the path from private to public
Streamline your transition from private to public with Carta and our trusted partners at Morgan Stanley at Work, Odyssey, and the New York Stock Exchange.
Customized guidance for a streamlined transition
Leverage Carta for private equity management. At IPO, transition to public equity leader Morgan Stanley at Work. Engage Odyssey for full-service transfer agent services. Leverage the NYSE as your listing venue as you ring the bell!
From seed round to IPO
From seed round to IPO
World-class cap table management, private liquidity, valuations, tax management, compensation benchmarking, and IPO readiness expertise to unlock your company’s potential.
Public equity excellence
Public equity excellence
Benefit from a full spectrum of Morgan Stanley offerings including a leading public equity administration platform to reduce management overhead during a public transition.
World class IPO listings
World class IPO listings
Leverage seamless capital raising solutions from private to public with the world’s largest and most trusted equities exchange, while joining an exclusive community of leading companies and accessing a sophisticated suite of capital markets tools and services.
Transfer and trust support
Transfer and trust support
Get full-service public transfer agent and trust services through Odyssey to ensure regulatory compliance and a smooth entry into the public markets.
Secure and scalable
Secure and scalable
On the pathway to an IPO, Carta and our trusted referral partners provide a cohesive and integrated solution to support companies and their employees as they make the transition to a public company.
Related resources
FAQs
You have questions, we have resources and answers.
What services does Carta offer to late-stage private companies?
All late-stage private Carta customers have exclusive access to our IPO Advisory product suite, which includes data cleanup & data migration support, as well as white-glove service as companies migrate to a public equity administrator, transfer agent, and listing venue.
Discover the services and solutions that Carta can provide check in this handbook for late-stage private companies here.
What should my company be considering for an IPO?
Companies planning to IPO should consider several factors, like vendor selections,drafting the S-1 and audit diligence, to name a few.
This can be overwhelming—which is why Carta offers a bundle of IPO readiness reports to streamline the preparation required for audit and S-1 drafting into one download.
Learn more and access the bundle here.
What services can public companies expect from Carta’s partners?
Morgan Stanley at Work provides a comprehensive suite of services, including equity plan administration, compensation tools, employee financial wellness, and specialized executive services for public companies.
Odyssey provides end-to-end support as a public transfer agent, supporting different structures of stock plans, including proxy services, dividends, DRIPs, AGMs, and more.
The NYSE, the world’s largest and most trusted equities exchange, provides growth and late-stage companies a comprehensive range of IPO-readiness tools and unparalleled access to IPO listing services. This includes access to an exclusive suite of offerings such as Board Advisory Services, Global Policy Advocacy and select investor-focused tools.
How do pre-IPO companies benefit from Carta’s partnership with Odyssey?
Carta and Odyssey have created a streamlined process to transfer shareholder information and cap table data between systems, ensuring that data is migrated securely during the IPO process. Our goal is to simplify the migration and reduce implementation costs, timelines, and administrative friction.
End-to-end support, from private to public
Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. The services referenced herein are provided by Carta, an unaffiliated party. Neither Morgan Stanley Smith Barney LLC ("Morgan Stanley") nor its affiliates are the provider of such services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with, these services. Neither Morgan Stanley nor its affiliates shall be responsible for content of any advice or services provided by Carta. Morgan Stanley or its affiliates may participate in transactions on a basis separate from Carta. Morgan Stanley or its affiliates may receive compensation in connection with referrals made to Carta.