Clarity starts with a connection between your cap table and waterfall model

Learn how Carta helps private equity-backed LLCs move from disparate data sources to a single source of truth with this collection of educational resources.
LLC Classroom collection

Connected equity, confident outcomes

Are spreadsheets enough for your cap table
Are spreadsheets enough for your LLC cap table?
Learn why spreadsheet-based cap tables aren't designed to handle complex LLC ownership structures, and how using a purpose-built platform like Carta can help.
Why Your Cap Table and Waterfall Must Be Natively Connected
Why connect your cap table and waterfall?
Disconnected cap tables and waterfall models slow deals and add risk. Learn why PE-backed LLCs need a connected equity system for investor readiness.
Are-your-cap-table-and-waterfall-investor-ready
Are your cap table and waterfall investor-ready?
Ensure your equity data can stand up to audits, due diligence, and investor calls with tools that deliver real-time answers and eliminate spreadsheet risk.

Popular resources

Authors: Kevin Dowd & Hamza Shad
Date: April 2025
featured article
2025 PE Executive Equity Report
Data from more than 1,500 corporations and 500 LLCs that are backed by private equity firms sheds new light on how equity compensation works within the multitrillion-dollar industry.
The Power of Broad-Based Ownership in Private Equity
October 2025
Broad-based ownership
Learn how to leverage broad-based ownership programs as a vehicle for wealth creation and goal alignment. Dive into the policies, practical impactions and benefits of BBOPs.
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PE 101 for Employee Equity Guide
December 2024
Employee equity 101
Our guide is designed to help PE portfolio companies and their employees understand how different equity awards work—from tax implications to vesting and exit events.
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LLC-blueprints
April 2023
LLC equity planner
Download our step-by-step guide to choosing and implementing the right equity plan for your company, helping you attract and retain talent by offering an ownership stake to employees.
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Investor readiness assessment
Take the investor readiness assessment
Can you offer the clarity your sponsors need? Get your diagnostic toolkit to uncover hidden risks, benchmark your equity management, and brush up your cap table and waterfall before reporting season.
Get your investor readiness score

Customer stories

Carta removes uncertainty and facilitates clearer communication. We had been working in silos, and Carta helped us eliminate that.
Brian Profancik, Senior VP of Accounting and Finance
Sageview | Logo Home
I can run cap table reports at summary, intermediate, and detailed levels that drill down to individual names and vesting schedules.
Kit Lloyd, Director of Finance and RevOps
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With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities.
Pedro Diaz De Leon, Director
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Explore our interactive cap table

LLC cap table demo
Clarity lives on Carta
Go from static spreadsheets and scattered emails to a centralized source of truth that ensures accuracy and consistency.
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