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Equity Education

Direct listings
Direct listings
Direct listings offer companies a way to provide liquidity to shareholders without diluting shares or spending a ton of money on underwriters. Learn more about direct listings vs. IPOs when going public.
Taxes on equity
Taxes on equity
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.
Stock warrants
Stock warrants
Learn everything you need to know about warrants, including what they are, their key components, and when to issue them.
Incentive stock options (ISO)
Incentive stock options (ISO)
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.
Warrants vs. options
Warrants vs. options
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?
Form 1099-B
Form 1099-B
Did you receive Form 1099-B from your broker-dealer? Learn more about Form 1099-B and who receives it in this overview.
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  • Private Equity
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  • Carta Equity Suite
    • Cap Table Management
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  • Carta Fund ERP
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