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Learn about pro forma cap tables, why you need one for fundraising, and how to use it to model dilution and make better decisions for your company.

Carta Policy recaps key 2025 wins—including tax reform and the INVEST Act—as 2026 kicks off with renewed Senate action on crypto policy, new SEC data on capital trends, and early signs of tightening access in private markets.

Learn about the master-feeder fund structure, including how it works, its strategic benefits for accommodating a global investor base, and the operational challenges you need to manage.

Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.

Provide your investors with actionable tax estimates well ahead of deadlines. Bypass the delays that come with disconnected platforms.

Carta leverages global standards like IFRS and bespoke financial statements that match your fund’s specific and unique reporting requirements.

Trace capital flows, uncover the "why" behind your metrics, and explore the real-time impact of key events with this Entity Map upgrade.

See due-to and due-from balances across your firm structure, and settle multiple intercompany payables and receivables in a single flow.

Get better visibility and centralized management of your entire portfolio, including holdings both on and off the Carta platform.

Move beyond manual cash rec and SOI maintenance with Carta’s new automations, which give your team an extra line of defense against errors.

Fund Administration clients now have a single, centralized location to access their Carta data and create their personalized custom reports and visualizations.