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Product Education

Your firm’s holdings—at a glance
Your firm’s holdings—at a glance
Carta’s new Firm Overview dashboard allows teams across the firm to share a holistic view of every portfolio company.
Introducing QSBS Attestation
Introducing QSBS Attestation
Carta's new offering makes it simple for companies to help their shareholders take advantage of potential tax savings.
PE waterfall modeling: The origin story
PE waterfall modeling: The origin story
Carta engineers create bespoke waterfall models for PE firms and private companies.
Waterfall modeling for private equity firms and private companies
Waterfall modeling for private equity firms and private companies
Carta now offers PE firms and PE-backed companies a customized waterfall modeling tool that integrates directly with company cap tables.
Carta’s Activity tab is your back-office command center
Carta’s Activity tab is your back-office command center
Carta Fund Admin launched an Activity tab that makes it easier for VCs to communicate requests to their fund admins.
Buy and sell private company shares with one click
Buy and sell private company shares with one click
Investors who use Carta's Fund Admin services can now express interest in buying or selling private company shares with a new “buy/sell” button.
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  • Private Equity
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  • Carta Equity Suite
    • Cap Table Management
    • Valuations
    • Share Plans
    • Equity Compliance
    • Compensation Management
    • Fundraising
  • Carta Fund ERP
    • Fund Administration
    • Deal CRM
    • Fund Tax
    • SPVs
    • Fund Forecasting
    • KYC/AML
    • Loan Operations
    • LP Portfolio Analytics
  • Carta Law
    • Compliance
    • Contracts
    • Fund Services
  • About Us
  • Executive Team
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  • Data Desk
  • Blog
  • Policy Desk
  • What's new in product
  • Virtual Events
  • Case Studies
  • Carta Classroom
  • Equity Management Guide
  • Fund Management Guide
  • Cap Table Guide
  • Fund Administration Guide
  • Private Equity Guide
  • Venture Capital Guide
  • See more >
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