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Equity

Thinking of issuing ESOPs? Here’s what you need to know
Thinking of issuing ESOPs? Here’s what you need to know
Our ESOP Playbook gives you APAC-specific market insights, a step-by-step implementation guide, and practical tools to help you craft an Employee Stock Ownership Plan that works for your startup.
Cashless exercise
Cashless exercise
Learn how a cashless exercise of stock options works, including tax implications to consider when exercising ISOs or NSOs.
Employment related securities: How to file an ERS return with HMRC
Employment related securities: How to file an ERS return with HMRC
U.K. companies must file an ERS return with HMRC by July 6 to report share-related events from the previous tax year. Learn how the annual return works for different ERS schemes and how Carta simplifies the process.
Waterfall analysis
Waterfall analysis
Learn how to model exit scenarios using waterfall analysis. Waterfalls help investors predict how shareholders would be paid out at a future liquidity event.
Employee stock ownership plans (ESOP)
Employee stock ownership plans (ESOP)
This article explores how ESOPs work in different countries. Whether you’re setting up an employee stock ownership plan, an employee share ownership plan or an employee share option plan, you’ll find answers to common questions about ESOPs.
Restricted stock awards (RSA)
Restricted stock awards (RSA)
Restricted stock awards are a type of restricted stock equity award. Learn how vesting, taxes, and termination work for RSAs.
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  • Private Equity
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  • Equity Management
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    • SPVs
    • Fund Forecasting
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    • Loan Operations
    • KYC/AMLnew
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  • About Us
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