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Equity Education

Equity in business: A founder's perspective
Equity in business: A founder's perspective
Learn the fundamentals of company equity, including the different types you will issue and how to manage ownership as you build your business.
How stock options work
How stock options work
Learn the fundamentals of stock options, including the different types, how they are granted and vested, and the process for exercising and paying taxes.
Vesting: A guide to equity schedules
Vesting: A guide to equity schedules
Learn everything you need to know about vesting, including how vesting schedules work and how to structure them for your team.
ASC 820: A fund’s guide to fair value measurement
ASC 820: A fund’s guide to fair value measurement
Learn the core principles of ASC 820, including how to apply the fair value hierarchy, select appropriate methodologies, and build an audit-ready process.
Phantom equity: A founder’s guide
Phantom equity: A founder’s guide
Learn how phantom equity plans incentivize and retain key employees without diluting ownership. This guide covers mechanics, tax implications, and crucial risks for private companies considering implementation.
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  • Private Equity
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  • Equity Management
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    • Valuations
    • SAFE Financings
    • Financial Reporting
    • Total Compensation
    • Liquidity
    • Equity Compliance
  • Fund Management
    • Fund Administration
    • Deal CRMnew
    • Fund Tax
    • SPVs
    • Fund Forecasting
    • LP CRM
    • Portfolio Valuations
    • Loan Operations
  • LP Portfolio Management
    • LP Portfolio Analytics
  • About Us
  • Executive Team
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  • Press
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  • Data Desk
  • Blog
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  • What's new in product
  • Virtual Events
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  • Carta Classroom
  • Equity Management Guide
  • Fund Management Guide
  • Cap Table Guide
  • Fund Administration Guide
  • Private Equity Guide
  • Venture Capital Guide
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