Our curated collection for mid-market founders

Get inspired and level-up with articles, guides, and tools to help you scale your startup, grow the team, and optimize operations.
Our curated collection for mid-market founders. Get inspired and level-up with articles, guides, and tools to help you scale your startup, grow the team, and optimize operations.

Building & growing

Carta logo
Author: The Carta Team
Date: April 2023
featured article
Market size: TAM, SAM, & SOM
Calculating market size before you pitch investors if crucial. Learn how to determine the market size for your company, including TAM, SAM, and SOM.
Financial reporting
Private Companies
May 2024
Financial reporting
Learn the basics of financial reporting for your startup, what to include, and the different types of financial reports for your investors.
View
Board decks
Founder Education
February 2020
Board decks
Learn how to run an effective board meeting and download our free board meeting deck template.
View
Financial audit preparation
Founder Education
December 2023
Financial audit preparation
Learn what the process looks like for private companies, what auditors look for, and how to best prepare.
View
View more

Popular tools

Pitch deck template

View tool

Option pool calculator

View tool

Burn rate calculator

View tool

Tax season resources

Learn more
Woman with laptop
The easiest way to issue SAFEs
Create agreements, collect signatures, and receive funding—all through one connected platform.
Learn more

Fundraising

Series B fundings

How To Craft The Perfect Series B Pitch

All Series B Rounds Are Not Created Equal

Explore the Fundraising Collection

Equity management

Carta logo
Author: The Carta Team
Date: June 2025
featured article
Preferred stock vs. common stock
Common stock and preferred stock offer different benefits to shareholders. Learn about the differences between common shares vs preferred shares in this article.
Stock option plan template
Founder Education
December 2020
Stock option plan template
Creating a stock option plan is an intimidating process. As you work with your law firm, these example templates can help you demystify it.
View
Fully diluted shares
Equity Education
December 2024
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.
View
Share dilution
Founder Education
July 2025
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.
View

Empower your team with equity education

Schedule a call

Customer stories

lmmunomedics
Perkville
Kahuna
StellarFi

Employee compensation

Josh Steinfeld leads product strategy for Carta Total Compensation. Josh has been a compensation professional for the last 20 years, most recently leading compensation at Google for YouTube and Google’s corporate functions.
Author: Josh Steinfeld
Date: March 2026
featured article
Compensation strategy for early-stage startups
Learn how to design a compensation strategy for your startup, from defining your core strategy to building a fair and scalable plan that attracts top talent.
Salary bands: A startup founder’s guide
Compensation
October 2025
Salary bands: A startup founder’s guide
Learn how salary bands provide fair, consistent pay tied to responsibility, experience, and market data, making them a vital tool for founders aiming to attract and retain top talent.
View
RSU vs. stock options
Equity Education
December 2023
RSU vs. stock options
Companies often move from stock options to RSUs as they become larger. Learn more about the difference between RSUs vs options.
View
Restricted stock units (RSU)
Equity Education
February 2025
Restricted stock units (RSU)
Learn about restricted stock units—a type of equity—including how RSUs work, how they are taxed, and benefits for employees.
View
Explore the Compensation Collection

Latest articles

Understanding equity incentive plans for corporations and LLCs
Equity Management
April 2026
Understanding equity incentive plans for corporations and LLCs
Learn how to create and manage an equity incentive plan, including the different types of equity awards, key design decisions, and legal requirements.
View
New tools for UK, European, and Australian equity management
Equity
April 2026
New tools for UK, European, and Australian equity management
Simplify filings and manage localized awards.
View
Business tax deadlines 2026: Corporations and LLCs
Founder Education
March 2026
Business tax deadlines 2026: Corporations and LLCs
Key tax deadlines are coming up in 2026 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.
View
Founder Ownership Report 2026
Data & Research
March 2026
Founder Ownership Report 2026
How do startups divide their equity among co-founders and other key shareholders? This first-of-its-kind data report offers a comprehensive guide.
View
Switching to Carta from AngelList or Pulley
Cap Table
March 2026
Switching to Carta from AngelList or Pulley
Carta’s cap table is the core of a flexible operating system for equity management. See why investors and law firms choose Carta to support growth.
View
The hidden costs of choosing a cap table for short-term savings
Cap Table
March 2026
The hidden costs of choosing a cap table for short-term savings
Founders seeking a new cap table solution can avoid common pitfalls by choosing a provider based on strategy over urgency.
View
Qualified small business stock (QSBS)
Educational Essentials
February 2026
Qualified small business stock (QSBS)
Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.
View
How stock options are taxed: A complete guide
Equity
January 2026
How stock options are taxed: A complete guide
Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.
View
Filing an 83(b) election: What every founder needs to know
Equity
January 2026
Filing an 83(b) election: What every founder needs to know
Learn what a Section 83(b) election is and how it can lower your future tax bill. Get clarity on important due dates, filing information, and what to include in form 83(b).
View
View more