Blog Overview

Direct listings offer companies a way to provide liquidity to shareholders without diluting shares or spending a ton of money on underwriters. Learn more about direct listings vs. IPOs when going public.

The internal rate of return (IRR) formula helps investors estimate their profitability. Learn how to calculate IRR using our free internal rate of return calculator.

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.

Having a solid understanding of how equity is taxed will help you make smart decisions as you earn equity, exercise your options, and sell your shares.

At Carta, we work with hundreds of data-driven managers globally in helping them with portfolio construction, reserve planning, and portfolio management functions. Here are the common patterns and workflows of the best-performing managers.

Also, House Financial Services Committee continues capital formation push to expand access to more regions; Carta’s Head of Policy to testify in Congress next week