Carta

For startups on the path to IPO, your transition from private to public markets should be straightforward and efficient. That’s why we’re excited to announce that Morgan Stanley at Work is now our preferred public equity management platform for Carta customers. Designed specifically for late-stage private companies preparing to go public, this collaboration brings huge benefits to companies on Carta: ?? Smooth transition to public equity management: Confidently move from Carta’s equity management platform to Morgan Stanley at Work’s robust public equity administration and wealth management services. ?? Dedicated IPO support: Access guidance from Carta’s IPO Readiness Team and Morgan Stanley’s Issuer Excellence Team at each step of the IPO process. ?? Efficient data and communication: Benefit from data accuracy, tailored guidance, and communication plans to keep employees and investors informed and confident. “This collaboration brings together the best private market solution and one of the leading public platforms to help create a smooth transition from Private to Public. We are thrilled to work with Morgan Stanley at Work to help Founders build their companies from idea to IPO.” —Henry Ward, CEO of Carta It’s world-class equity management for today’s private companies ? a leading workplace financial solution for tomorrow’s public companies. Learn more: https://lnkd.in/gD2wA-p7

Accuracy and timeliness aren’t just “nice-to-haves” for private market fund operations—they’re critical for earning trust and ensuring clients can focus on their LPs and investment strategies. The Carta General Ledger simplifies collaboration between auditors and clients, providing: - One source of truth for accurate, consistent data - Seamless automation for cash reconciliations and capital activity events - Time savings so fund managers can prioritize what matters most We’re here to make private market operations efficient, reliable, and stress-free. Learn more: https://lnkd.in/gWgW7VGC #PrivateMarket #FundAccounting #VC #LP #GeneralLedger

This week, we packed our bookbags and went back to school ???? The Wharton School’s PE/VC Club, hosted us for two sessions exploring important topics shaping the private equity and private market landscape. ?? Carve Out Your Niche in Private Equity with Waterfall Modeling This session delved into the critical role of waterfall modeling in private equity. Attendees learned how to build sophisticated models that address real-world challenges in deal structuring and investor returns. Presenters Kristoffer Warren, CAIA, Amanda Domingues, and Arjun S. shared their expertise in creating robust financial tools to stand out in a competitive field. ??? Understanding the Private Market Regulatory Landscape Post-Election With the 2024 election behind us, Anthony Cimino and Holli Heiles Pandol unpacked the implications for private markets. Topics included potential tax reforms, capital market regulation changes, and what they mean for private equity and venture capital. Their insights offered the students a clearer understanding of the evolving regulatory environment. Thank you to Wharton for the invite! It was a pleasure to foster discussions that equip tomorrow’s professionals with the skills and knowledge to thrive in private markets. #PrivateEquity #Policy #WaterfallModeling #PrivateMarket #Regulation #Wharton

?? Navigating the Private Equity deal lifecycle? Tap into expert insights with attorneys from Weil, Gotshal & Manges LLP—one of the top PE advisory firms. In our on-demand webinar, Weil Partners Jennifer Britz, Robert A. Rizzo, Amanda Rotkel, and Arnie Fridhandler walk you through the critical steps in the capital allocation process. Here’s what you’ll learn: ?? Acquisition processes & deal structures ?? Key documents & agreements ?? Management and equity arrangements ?? Watch the preview below for a sneak peek, then catch the full session on-demand: https://lnkd.in/gYStvEaS ?? Don't miss this chance to sharpen your deal-making expertise. #PrivateEquity #DealLifecycle

Silicon Valley is the heavyweight champ of venture funding—but, who else is in the ring? ?? California reigns supreme, capturing 52% of all VC raised on Carta over the past year—nearly 5x the share of runner-up New York (11%). But it’s not just about the Golden State. Here are some regional highlights: ??♂? West Coast Powerhouse - Startups in the West claimed 54% of all venture dollars in Q3 2024. - The Bay Area alone raised ~$7.5B per quarter in 2024, led by SaaS, pharma/biotech, and hardware—70% of the region’s total. ??? Northeast Momentum - NYC startups topped $2.5B in funding for two consecutive quarters, with healthtech and fintech closing in on SaaS. - Boston startups raised $4.2B in Q3, a 56% YoY increase, fueled by its dominance in pharma/biotech and healthtech. ?? South on the Rise - Texas is the only Southern state cracking the top 7, with Austin startups rebounding to $1.1B raised in Q2 and Q3, led by SaaS and hardware. These numbers reflect a dynamic landscape where industry hubs are driving local growth. Which region’s trends surprise you most? Let us know in the comments! ??

Join us as we walk through how equity is distributed among a startup’s earliest believers. We’ll touch on cofounder equity, advisors and strategic angels, hiring your first 5 employees and attracting pre-seed venture capital. All through the lens of the changing cap table. Data is fresh from 45,000 startups currently using Carta as their equity platform.

This is the season for hosting family and friends ?? At Carta, we’ve been hosting fund managers, investors, and VCs all month long. ?? Fund Admin clients in New York: From reconnecting co-investors in niche verticals like aerospace, defense, and biotech to showcasing our full fund admin capabilities (hello, Carta Fund Tax!), we love any chance to bring the ecosystem together.?Thanks to our clients Rose Street Capital, The Veteran Fund, Seldor Capital , Adjuvant Capital, and more, for joining us! ?? Tech Breakfast Club with Citizens Bank & Theron McCollough: A morning packed with insights and caffeine – we turned this breakfast into a full-stack conversation. ?? Quarterly Climatetech VC Breakfast Club: Climate software took center stage at this green-powered gathering. Big thanks to Olga Laouchez (Yermolenko) for facilitating this important event. ???? Money and Motherhood Lunch: With WVC:E, we dove into the untold stories of mothers in VC. Shoutout to Sophie Winwood for facilitating this important conversation. That’s a wrap—for now! We have so much more in store for next month ??

Introducing Carta’s Draft Option API: Streamlining Equity Issuance Managing global equity awards can be challenging, especially as companies scale. Carta’s new Draft Option API simplifies this process by seamlessly integrating with HR and global equity compliance platforms to draft, review, and issue option grants with ease. We’re excited to launch this program with Remote, Slice | Global Equity, and Deel as our first partners. The Remote integration is live, enabling shared customers to sync draft option grant drafts and documents between platforms for a complete view of global compensation. “Equity is key for talent retention, and Carta’s robust API platform is invaluable for offering compliant equity solutions to global teams.” -Valentin Haarscher, GM, Remote Equity ?? Want to partner with us? Find out how: https://lnkd.in/gYKScShk

Meet Chase, Kameron, Isabella (Izzy), and Anthony (Tony)—just a few of the 200+ fund accountants that serve our more than 3,000 fund administration customers. So, what exactly does a fund accountant do? ?? ?? A fund accountant is essential to maintaining an investment fund’s financial health. They reconcile cash balances, update portfolio valuations, and prepare financial statements to keep clients and investors informed. Fund accountants also manage cash flows through capital calls and distributions and handle client invoices, ensuring all financial transactions are accurately documented. The Carta team brings decades of hands-on knowledge and experience in venture capital, finance, and private equity, servicing some of the largest private funds in the industry. In the coming weeks, you’ll hear more from this team about how they build client trust, supporting clients through a changing regulatory environment, and some common misconceptions about fund admin at Carta. Watch this space ?? In the meantime, you can learn more about the Carta Fund Admin experience: https://lnkd.in/gdqKbCtp #FundAccounting #FundAdmin #VC

?? Attention Boston-area VC ?? Carta is excited to host our next policy dinner on November 14 at Mooo Beacon Hill. From tax reform to private market regulation, the 2024 election results will dramatically shift governing dynamics and the policy landscape. Anthony Cimino and I will discuss what to expect, how these changes will impact your fund and portfolio companies, and how to best navigate the shifting landscape, as well as how we are engaging to shape the debate. If you are part of the Boston-area private fund community, we would love to have you join us for great food and even better conversation. You can check out the event and register here: https://lu.ma/v4m5bpje