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Equity Education
January 2024
Equity glossary
Carta's ever-growing glossary of financial and private equity terms will help you understand the jargon that frequently comes up in the industry.
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Data & Research
January 2024
First Cut — State of Private Markets: Q4 2023 and FY 2023
Initial data from Q4 2023 suggests the year ended with a slight uptick in valuations across most venture capital stages.
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Equity Education
December 2023
RSU vs. stock options
Companies often move from stock options to RSUs as they become larger. Learn more about the difference between RSUs vs options.
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Liquidity
December 2023
Liquidity events
Liquidity events allow shareholders to turn illiquid equity into cash. Learn more about IPOs, M&As, tender offers, and other secondary transactions.
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article
December 2023
Annual Equity Report 2023
Annual equity report 2023
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Employee Resource Center
November 2023
Estate and gift taxes for equity
At Carta, we offer gift and estate tax appraisals. Learn everything you need to know about federal estate taxes and gift taxes when you transfer equity.
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Data & Research
October 2023
State of Private Markets: Q3 2023
The downturn that has defined the venture capital industry for much of the past two years continued in the third quarter of 2023.
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Data & Research
October 2023
Rising salaries in 2023 help raise the appeal of some smaller startup hubs
As compared to San Francisco, startup salaries in the South are on the rise, while major metros like Seattle and Boston are losing ground.
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Data & Research
October 2023
First Cut — State of Private Markets: Q3 2023
Initial data from Q3 2023 suggests the recovery from last year’s declines in venture capital valuations is still in its initial stages.
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Data & Research
September 2023
State of startup compensation, H1 2023
The past year's decline in startup fundraising had major effects on startup employee compensation.
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Employee Resource Center
September 2023
How equity-holding employees can prepare for an IPO
If your company is going public soon, here's what you can do to be IPO-ready.
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Data & Research
July 2023
State of Private Markets: Q2 2023
The venture economy stabilized somewhat in Q2.
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