Our curated collection for mid-market founders

Go from startup to scale-up with the help of these expert guides, market insights and tips from fellow founders.
Our curated collection for mid-market founders. Get inspired and level-up with articles, guides, and tools to help you scale your startup, grow the team, and optimize operations.

Equity compliance

Lucy Hoyle
Author: Lucy Hoyle
Date: September 2024
featured article
UK company registers and filings
To be legally compliant, UK limited companies need to maintain a range of company registers. This article covers everything you need to know about keeping accurate records – including when to notify Companies House of any ownership changes.
Accounting for share-based payments: What startups need to know
Founder Education
January 2024
Accounting for share-based payments: What startups need to know
Learn the ins and outs of accounting for share-based payments, including the processes and requirements that startups must follow to stay audit-ready.
View
Employment related securities: How to file an ERS return with HMRC
Compliance
June 2024
Employment related securities: How to file an ERS return with HMRC
UK companies must file an ERS return with HMRC by 6 July 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.
View
How to file an EMI annual return with HMRC
Compliance
November 2023
How to file an EMI annual return with HMRC
Learn how to file an EMI annual return. UK companies must file an EMI return to HMRC by 6 July to report share-related events from the previous tax year.
View

Customer stories

Equity for everyone: how Carta benefits investors and employees at HelloSelf
How fintech startup Codat uses Carta to keep employee equity in check
Series B VE banner
What's the secret to a successful fundraising pitch?
Get the inside story on today’s funding climate and learn how to win over investors.
Watch the webinar

Fundraising

Lucy Hoyle
Author: Lucy Hoyle
Date: December 2023
featured article
Series B funding
Series B funding is a priced round startups typically raise from VC investors to scale operations. Here’s what you need to know about raising your Series B.
UK startup investment in 2024: Metrics, trends and the "old normal"
Fundraising
March 2024
UK startup investment in 2024: Metrics, trends and the "old normal"
Venture capital experts share insights about the UK startup investment scene in 2024, including why it seems more difficult to raise capital right now and which metrics really matter to investors.
View
For the first time in a long time, the Series C market is heating up
Data & Research
June 2024
For the first time in a long time, the Series C market is heating up
After two-plus years of steady declines, the Series C market may be bouncing back.
View
Startups are renewing their embrace of tender offers in 2024
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.
View

Employee equity & compensation

Equity compensation

Restricted stock units (RSU)

Growth shares

Compensation plan