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Equity Education

Capital gains
Capital gains
Capital gains are profits you make from selling a capital asset. Learn the difference between short-term and long-term capital gains and how taxes work for each.
Strike price
Strike price
Wondering what determines strike prices and how much your stock options could be worth? Learn about what a strike price is and how options can gain value over time.
Non-qualified stock options (NSO)
Non-qualified stock options (NSO)
Non-qualified stock options (NSOs) are a type of equity compensation that does not qualify for favorable tax treatment. Learn about NSOs and how they work.
Tear sheets
Tear sheets
In finance, a tear sheet helps investors understand how their investment is performing. Learn more about how to create a tear sheet, what to include, and best practices.
Preferred stock vs. common stock
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.
Single-trigger vs. double-trigger RSU
Single-trigger vs. double-trigger RSU
A double-trigger RSU structure is common, but single-trigger RSUs can have more benefits for employees of late-stage private companies. Learn more.
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  • Private Equity
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  • Carta Equity Suite
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  • Carta Fund ERP
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