Carta

🎥 Meet Carta’s Account Directors: Your Dedicated Partners in Fund Administration 🎥 At Carta, our commitment to delivering an exceptional client experience is at the core of everything we do. Our account directors play a crucial role in ensuring this by being your main point of contact for all things Carta-related. 👤 What problems do account directors help solve? 🔹 Comprehensive Support: From cash reconciliation to proper booking, your account director handles it for you. 🔹 Quality Delivery: Spend less time on accounting and more time on investing. 🔹 Platform Expertise: Get expert guidance on the Carta platform and tailored updates on new product releases. Your success is our priority. Learn more about how our account directors support you in achieving your goals: https://lnkd.in/gHQhvg7x

The Administration recently proposed its outbound investment rule, which would curtail U.S. investment related to key geographical regions that fund and support the development of key technologies. On this edition of Policy Live, the Carta team will be joined by a special guest, Jesse Sucher, former Senior Adviser to the Assistant Secretary for Investment Security at the U.S. Department of the Treasury, to discuss the rule. In addition to a deep dive on outbound investment, the Policy team will also dive into how the upcoming election will impact the evolving political landscape around private markets, and what it means for you, private funds, and the innovation ecosystem. Join Carta Policy Live at 12 pm (ET) on Friday, July 19 to learn more.

🇨🇦 Oh, Canada! 🇨🇦 We’ve officially expanded our partnership with Deel to include Canada. This integration brings the power of automated global equity compliance to US-based companies with Canada-based employees, making it easier to manage international stock options and equity compensation for globally distributed teams. You’ll get: 🎯 Streamlined Equity Administration: Automatically sync equity events between Carta and Deel, simplifying local tax calculations and compliance. 🎯 Improved Employee Experience: Global employees can now exercise options in their home currencies, reducing delays and complexities associated with currency exchange. 🎯 Efficient Tax Compliance: Deel will handle the intricate details of local tax withholdings and payments, ensuring accurate compliance across multiple jurisdictions. This partnership aims to empower businesses to create more engaged and motivated teams by making global ownership accessible. We're excited to continue our mission of simplifying equity management for companies around the world. Companies using Carta and Deel can activate the Carta integration in their Deel accounts today to automate their global equity tax withholdings (direct link: https://lnkd.in/gi_mAS3M). 🔗 Learn more about our partnership with Deel: https://lnkd.in/gbf63uHx

How is pre-seed funding faring in the VC downturn? What kind of SAFE should I use? What valuation cap should I choose for my business? We get a lot of questions from pre-seed founders. In this week’s solo episode of The Data Minute, Peter Walker uses five charts to answer five questions about pre-seed funding. If you can, watch this episode on YouTube so you can follow along with the charts being shared: https://lnkd.in/gkJfynMy 💡 Subscribe to get new episodes every other week.

Tune in Monday morning to get real data from 45,000+ startups on valuations, round sizes, dilution, and funding activity in 2024. Audio only (so grab your headphones) plus live Q&A! We'll dive into what happened in the first half of the year and the prospects for an improved second half. Will valuations keep climbing? Will funding activity perk up or stay sluggish? Will anyone start funding some non-AI companies already? Be sure to prep your questions, as you'll have the chance to jump on stage, Clubhouse-style. I'll answer as many as I can in the hour (and probably stick around a little longer if the energy stays high). Talk soon 🙏 #cartadata #startups #founders #fundraising  

Taking on venture capital is one of the biggest decisions you'll make as a founder. These are all real concerns from founders raising VC money—which one keeps you up at night?

Vamos lá, Carta Rio 🇧🇷 👉 We’ve just been named an Inspiring Workplace in Latin America 🎉 Inspiring Workplaces recognizes companies that have created a positive and inspiring workplace and culture for their people. We recognize that our culture is defined by the inspiring Cartans who show up to do their best work each day so this one is for them 🏆 #LifeAtCarta #InspiringWorkplaces

Streamline Your PE Operations with our new Firm Overview Dashboard "The quarterly valuation process is a manual, time-consuming chore." 👆 This PE CFO speaks for the group. Imagine if your valuations team, deal team, and CFO could all have the same bird’s-eye view across your fund’s holdings. With Carta’s Firm Overview dashboard, your firm can now: ✅ Access and manage portfolio company cap tables ✅ Run updated valuations using each company’s latest cap table and waterfall ✅ View summary valuations and performance metrics for each portco ✅ Increase visibility for account administrators through consolidated access This new dashboard has something for everyone 💡 ⏩ Valuations teams get automated, up-to-date data for valuations and faster quarterly reporting ⏩ Deal teams can run valuation scenarios to update quarterly marks, analyze exit events, and estimate payouts for management teams ⏩ Fund CFOs can access valuation data for timely and precise fund reporting ⏩ LPs will get their data requests faster now that you can easily track LP exposure across your portfolio in one click Learn more: https://lnkd.in/gUd6N9QC

What makes Carta a Great Place to Work? Our employees (aka Cartans), of course. At Carta, our company culture is a top priority and the most defining part of our culture is the people who show up every day and do great work. We’re honored to be recognized as a U.S. Great Place to Work for the second year in a row. 🎉

Last week, we hosted 40+ climatetech founders and VCs for breakfast in our NYC office with our friends at Remarkable Ventures. 🍳 This week, we hosted our June climatetech VC breakfast with Olga Laouchez (Yermolenko) from Portfolia. This quarter, the topic was climate adaptation and resilience and we covered a *lot* of ground. 🌍 Thanks to everyone who came out and contributed to these events. We love meeting and getting to know you and the work you do. We'll see everyone at #ClimateWeekNYC this September! 📅