Carta

Handling equity can be tricky, especially when you’re trying to balance maximizing benefits for your employees with growing your business. Concepts like vesting and cliffs, ISOs versus NSOs, or when to switch to RSUs are all basic considerations covered by companies when setting up an equity plan. But what else should founders consider? On August 29th at 10am PT / 1pm ET, we'll go beyond the basics and dive deeper into QSBS tax breaks, 409A valuations, and how employee equity is taxed. Considering employee finances today could improve retention rates, and bottom lines, in the future. ✍ A chance to learn from the Carta team 👇 ▶ Anthony Cimino, head of policy ▶ Shelby Skoczylas, CPA, manager, equity advisory ▶ Kristoffer Warren, CAIA, technical senior manager, valuations Register now: https://lnkd.in/dWjNuCWy

Our VC Fund Performance report is out now. It’s the very first report of its kind that we’ve released. In it, we analyze aggregated and anonymized metrics from 1,803 venture funds currently using Carta Fund Administration. In this era of heightened competition amongst fund managers, our hope is that this report gives you better data to secure funding from LPs. Here are a few highlights ⤵️ ▪️ Funds in the 2022 vintage have deployed about 43% of their committed capital at the 24 month mark, the lowest share of any analyzed vintage (2017-2022). Prior vintages ranged from 47%-60% after 24 months.    ▪️ 30.6% of companies that raised a seed round in Q1 2018 made it to Series A within two years. Only 15.4% of Q1 2022 seed startups did so in the same timeframe. ▪️ Less than 10% of 2021 funds have distributed any capital back to their LPs after 3 years, as measured by DPI (distributed to paid-in capital).  These insights offer a snapshot of where the market is and where it might be headed. To see our analysis of fund performance metrics—such as IRR, TVPI, and DPI by fund vintage year, check out the full report: https://lnkd.in/gC2E6KR2 

Executing legal agreements for your LLC just got easier. With our new agreement execution tool, you can manage everything—from drafting to signing (yes, even spousal consents)—on one platform. Whether you’re sending one or one hundred interest agreements, membership transfers, or other important documents, Carta’s tool helps you streamline the process, reduces back-and-forth and saves you time. Learn more about how we’re simplifying legal documents for LLCs: https://lnkd.in/dWjfMuyy #LLC #LegalTech #Startups #PrivateEquity

Should check size dictate a VC's strategy? For Charles Hudson and his firm, Precursor Ventures, he's focused on access to great companies over a specific check size. Find out more about his approach to VC in the latest episode of The Data Minute podcast. From pre-seed deals to the dynamics of multi-stage vs. small funds, and navigating the AI-dominated market, this episode covers it all. Charles also shares insights on SAFEs, the evolution of pre-seed investing, and how Washington's policies impact emerging managers. Tune in to make sure you don’t miss a minute 🎧 Full episode l!nk in bi0. #VC #FundStrategy #Preseed #StartupInvesting #PrecursorVentures

Startup hiring is down year-over-year and venture capital is (still) hard to come by. It's the perfect time to talk to Darcy Casarella who advises many startup founders at New Enterprise Associates (NEA). Listen to find out why Darcy suggests that startups continue to keep a careful eye on managing their runway into 2025. 💡 Clip is from The Data Minute podcast hosted by Peter Walker—available to stream on all podcast platforms. #startupfundraising #venturecapital #postpandemic #NEA #cartadata

Are you struggling to manage employee equity on a global scale? Or simply curious about how to improve your current system? Join Carta and Deel on Wednesday, August 21st at 8am PT / 11am ET where we’ll discuss: ⏩️ Simpler ways to manage global stock options ⏩️ Staying compliant with international tax laws ⏩️ Increasing employee engagement and retention through equity ⏩️ ...and more! Speakers you won’t want to miss: Aaron Goldsmid, head of product for payments and integrations, Deel Annie Larson, director of global hiring, Carta Marisabel Agosto, director of strategic partnerships, Carta   Register today to make sure you don’t miss this exciting virtual event on the global equity industry: https://lnkd.in/gWHzQR3f #employeeequity #globalhiring #taxlaw #deel #internationaltaxlaw #employeeengagement

YC's Fall deadline is only two weeks away ⏰ Don’t panic❗️Carta is here to help. We’re stepping up to help early-stage founders—providing free application review from Carta’s team of execs and former founders/YC alumni: Will Larson: CTO, Ex Stripe, Engineering (S09) Shubhi Nigam: Product Leader, Ex Laso, Founder (W19) Ray Shan: VP Product, Ex LTSE (S17) and Belvo (W20) Wesley Bayer: Strategic Partnerships, Ex Seats, Founder (S22) Think of it as an added level of polish, or simply a fresh set of eyes, to ensure that your pitch details track as clearly on the page as they do in your head. Simply provide: ⏩ Basic info on your startup ⏩ An intro video ⏩ Product details Our team will respond with actionable feedback to help strengthen your application. Start your review today ➡️ https://lnkd.in/gyqUzD6Z

Are you missing out on potential QSBS tax savings? Investors, now you can refer your portfolio companies for QSBS attestation and kick off an in-depth eligibility review right from your Carta dashboard. The QSBS tax incentive allows shareholders to exclude up to 100% of capital gains from their taxable income. Carta's QSBS attestation features ensure that you don't lose out on these benefits. Our fund administration clients can easily track QSBS status across their portfolios and generate personalized attestation letters. This minimizes the friction in tracking QSBS eligibility across your portfolio and maximizes your tax savings. Let Carta help you focus on what you do best—investing. Learn more at the link in comments. #QSBS #taxsavings #fundmanagers #portcos

After a difficult 2023, compensation at startups stopped falling in 2024. Average salaries rose gently to start the year and equity packages were effectively flat from the end of 2023. Founders are still scrutinizing new hiring closely, but the layoffs which had been rampant across private tech have receded. Join Josh Steinfeld and Peter Walker, Carta’s Head of Insights as well as experts from SignalFire and White & Gale Consulting Inc. on Tuesday, August 20th at 10am PT / 1pm ET as they discuss every aspect of the startup compensation landscape, including: ⏩️ Will hiring pick back up in H2 2024? ⏩️ The key changes to comp packages – and how you can effectively adapt ⏩️ How many employees work at startups at various stages ⏩️ How compensation in cities across the US compares to top markets Register to attend here ➡ https://lnkd.in/gqdhNZK9 #compensation #startups #equitycomp #startuplayoffs #hiring