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Understanding SEC Rule 144 is essential for most private companies. Learn about Rule 144 of the Securities Act, the Rule 144 date and holding period, and how it could affect your business.

Having a solid understanding of how equity is taxed will help you make smart decisions as you earn equity, exercise your options, and sell your shares.

At Carta, we work with hundreds of data-driven managers globally in helping them with portfolio construction, reserve planning, and portfolio management functions. Here are the common patterns and workflows of the best-performing managers.

Also, House Financial Services Committee continues capital formation push to expand access to more regions; Carta’s Head of Policy to testify in Congress next week

Introducing Carta's new end-to-end SPV solution for institutional investors in the UK. Learn how you can form, close, and manage an SPV with accuracy and efficiency—all on a single platform.

A venture investor and LP shares insights on breaking into venture capital, the power of impact investing, and strategies for using capital to drive social change and empower women.

Round sizes are getting smaller, as tech innovations are transforming the industry and creating leaner models. In this Industry Spotlight, we explore the data and the impacts for founders and investors.

Learn everything you need to know about warrants, including what they are, their key components, and when to issue them.

Learn everything you need to know about incentive stock options, including how ISOs work, tax benefits, and how ISOs differ from other types of equity.

As your company grows and scales, you may have to issue both stock options and warrants at one point or another. What's the difference between the two?

The boom times of 2022 have come to an end. The LP base has downsized, anchor checks have shrunk, and venture fund managers are adapting to a new reality. Carta has all the data on performance, including IRR, DPI, TVPI, and more.