PE and VC firms invest globally, but equity management often remains fragmented by local regulations and disparate providers, making it hard to maintain portfolio-wide visibility or operate on a single system of record. Carta added more UK, European, and Australian features this quarter to better serve our international customer base.
Enhancing UK compliance and valuations
For your UK-based portfolio companies, we simplified the complexities of Enterprise Management Incentives (EMI) and Company Share Option Plans (CSOP). You can now request EMI and CSOP valuations directly within the platform, and soon you’ll be able to track government-dictated equity thresholds in real time, showing you exactly how much value has been used and flagging when you approach a limit to help you remain compliant. To help your teams submit filings with confidence, we’ve also released HM Revenue & Customs (HMRC) filing tools to identify missing data and generate necessary reports.
Modernizing European equity awards
In many non-U.S. markets, companies issue warrants to employees instead of traditional options. You can now issue and manage employee warrants using the same familiar workflows as option grants. This update helps reduce manual workarounds, providing you with a more accurate, auditable view of global ownership and dilution in one centralized location. By unifying these instruments on a single platform, firms can ensure their European assets remain audit-ready and that cap table data remains consistent across different jurisdictions.
Localized support for Australia and beyond
We are expanding support for the Australian market by introducing zero exercise price option (ZEPO) awards and automated Australian Taxation Office (ATO) tax filings. For both the UK and Australia, we launched automated Company Secretarial workflows. This includes the digital management of share registers—covering allotments and transfers—and filing capabilities for Companies House and the Australian Securities and Investments Commission (ASIC). This facilitates integration between your domestic and international operations, keeping your data defensible at all times.
