Liquidity

Design and execute your liquidity plan

Run secondaries with direct integrations through to your cap table. A global solution, designed to work with emerging market regulations.

Get startedView pricing & plans
Product hero | Liquidity | US & APAC
Centralize payout, proceeds, and volume forecasts in one dashboard, giving your team, investors, and employees clear visibility.
  • Customizable tender offer templates
    Manage investor documents, track status
  • Model your liquidity plan
    Forecasting tools, model with net proceeds
  • Administer on one platform
    Review offer terms, sign docs, transact
Man with laptop and UI of estimate net proceeds from liquidity solution

See Liquidity in action

In this preview, watch a tender offer through the seller’s unique experience.

Liquidity starts with your cap table—centralize your equity management.

Discover Cap Table

Liquidity made simple

Customize every deal term while maintaining complete control of your cap table.
SPV and Corp Sec
SPV & Corp Sec
Simplify your equity management by consolidating into a single SPV.
Information Service Agent
Get end-to-end guidance on secondary transactions to run events with ease.
Tender offers
Execute secondary transactions that fully integrate with your cap table.
Post-transactional support
View active stakeholders, awards, and tax estimates with one click approvals.
SPV & Corp Sec

Over $14B of liquidity unlocked to date

atVenu logo - colorBeamery-logo-bwBrex logoH1-logo-bwRecRoom-logo-bw
customer portrait
The Carta platform and team made executing our first tender offer incredibly smooth. The level of support for not just the company, but the shareholders and employees was incredible.
Derek Ball
CEO, atVenu
customer portrait
Carta worked with us from the start to ensure we had a solid plan to meet our goal. We were happy to offer our employees an opportunity to realize some of the value of their shares.
Devin Basinger
SVP of Operations, H1
customer portrait
What used to be a manual, administrative process has now become automated. When my clients use Carta for tender offers, my team more efficiently runs deals and can focus on strategic, high impact issues.
Jocqui Kaup
Partner, Wilson Sonsini Goodrich & Rosati

Related resources

Business exit strategies

Read more about IPOs, M&As, liquidations and buyouts, as well as how to plan a successful exit.

What is a liquidity event?

Discover what makes up a liquidity event and the differences between IPOs, M&As, and tender offers.

Secondary markets

Learn about the function of the private secondary market and how it can benefit companies.

Carta Classroom

Find educational resources on liquidity to prepare you for the next stage of your company.

FAQs

You have questions, we have resources and answers.
Do I need to be a Carta customer to run a secondary transaction?

Yes, having your cap table on Carta is essential to this liquidity product. You can learn more about pricing and plans here.

Where is the Liquidity product available?

Currently, most of Carta’s liquidity software is built and designed for US-incorporated companies. Carta has worked with international customers in the past, and would be happy to learn more about your needs on a call with our onboarding team.

How does Carta help me run my secondary?

For US-incorporated companies, Carta runs end-to-end secondary transactions directly on the cap table. In select international countries, the platform can act as an information agent, handling communication and logistics while transaction execution follows local processes.

What is a company buyback?

A company buyback is an opportunity provided and fully controlled by a company to empower its employees or early investors to sell their shares back to the company or other investors before an IPO or a merger.

For US-incorporated companies, this is known as a tender offer. We do a deep-dive on tender offers and how they work in this blog post.

How does Carta handle cap table data?

The whole tender offer is confidential; participants are required to sign a non-disclosure agreement. Carta also has a robust defense-in-depth strategy to safeguard customers’ data. Learn more here.

*Available in certain countries

All trademarks, logos and/or names are the property of their respective owners, which may be customers of Carta, Inc. All such names, logos, and trademarks shown on this site are for identification purposes only. Use of these names, trademarks are by permission and do not imply any affiliation or endorsement.