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Policy
January 2025
2025 Policy Outlook: Implications for the private capital ecosystem
Here’s what to expect from Congress and the new administration in 2025 and how the policy agenda will impact the innovation ecosystem—private equity, venture capital, and the startups and small businesses they support.
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Data & Research
January 2025
Founder Ownership Report 2025
How do startups divide their equity among co-founders and other key shareholders? This first-of-its-kind data report offers a comprehensive guide.
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Employee Resource Center
January 2025
Startup equity calculator
Learn how to value your startup equity and download our startup equity calculator to see what your equity could be worth. Calculate your startup equity value today.
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Data & Research
December 2024
Annual Equity Report 2024
Using aggregated and anonymized data from tens of thousands of startups, we examine how opportunities to found companies, raise venture funding, and work at startups are distributed according to race and gender.
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Equity
December 2024
Taxation on Employee Stock Ownership Plans (ESOPs) in Southeast Asia
ESOPs have emerged as a pivotal tool for incentivizing and retaining talent while aligning employee interests with company success. But navigating the taxation complexities in this diverse region can be challenging.
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Data & Research
December 2024
Startups are renewing their embrace of tender offers in 2024
The number of new tender offers administered by Carta has now increased in five of the past six quarters. That includes Q3, which saw 26 new tender offers—the highest quarterly total since the boom times of 2022.
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Equity Education
December 2024
Fully diluted shares
Learn what fully diluted shares are and how to calculate your company's fully diluted share count. We'll also explain key differences between fully diluted shares, authorized shares, and outstanding shares.
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Fundraising Files
November 2024
How this psychedelic drug company went private and raised a $103M Series A
The CEO of Reunion Neuroscience, a company developing a drug to treat postpartum depression and mental health distress related to cancer, took a unique approach to advance company goals.
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Announcements
November 2024
Streamlining equity issuance with Carta’s Draft Option API
This integration allows shared customers with our partners to draft option grants and generate legal documents for issuing equity directly from the Carta dashboard.
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Data & Research
November 2024
State of Private Markets: Q3 2024
In the aftermath of the remarkable pandemic bull run of 2021 and early 2022, the venture market has settled into a new normal. The third quarter showed upward trends at the later stages in deal activity and M&As.
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Policy
November 2024
Tax Cuts and Jobs Act (TCJA) Sunset: How to prepare
Learn how the Tax Cuts and Jobs Act (TCJA) sunset could impact individuals and businesses in 2025. We'll cover what happens to existing tax brackets after the TCJA expires, key changes to note, and how to prepare yourself and your business.
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Educational Essentials
September 2024
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
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