Carta

From tax policy to private market regulation, the 2024 election results will have huge implications for funds and small businesses. Join Anthony Cimino and Holli Heiles Pandol from the Carta Policy Team on Wednesday, November 20 at 10am PT / 1pm ET for a deep dive into how a second Trump administration and GOP Congress will shift governing dynamics and the policy landscape and its impact on the private market ecosystem. The session will explore: ✔ Key policy areas to watch in 2025, including tax reform, capital market regulation, and emerging technologies like crypto and AI ✔ How PE and VC funds and small businesses can navigate the changing political landscape ✔ How Carta and others are working with policymakers to shape the policy debate Get a look at what’s in store by registering now: https://lnkd.in/gAd-bdFk

If you like staying late at the office, keep scrolling. Managing a private equity fund doesn’t have to mean spending your life in a spreadsheet. We built a platform that lets you run waterfall models and update cap tables in just a few clicks. Learn more: https://lnkd.in/gq9-FtyE

🗓 End-of-year tax and audit preparation is easier with our Year-End Fund Tax & Audit Guide. Our team knows the challenge of gathering all your financial documents and information in one place at the right time. With this checklist, we’ll help you streamline the process and get back to what truly matters. 📋 Here’s what’s inside: - Key actions to take before December 31 - Guidance on sharing legal documents with your fund admin - Tips for signing up with an audit provider - Best practices for engaging with your tax partners - Expense and investment support considerations  Take control of your year-end process. Access our free guide here: https://lnkd.in/gQMtB32T 

Join Peter Walker and Ashley (Howard) Neville from our Insights team on November 7 @ 10am PT / 1pm ET as they break down the trends from our latest Q3 private market data. Peter and Ashley will cover: 💻 AI’s continued rise in VC interest and what it means for other sectors 😓 Sectors and stages that have struggled this year 📍 How location and sector are shaping private market activity Plus, they’ll be answering your pre-submitted questions! Don't miss this chance to gain insight into the key trends driving private markets as we look to close out 2024. 🖱 RSVP: https://lnkd.in/gEgCyM-p

We came, we caffeinated, we connected! An extra hour of sleep or not, we're still buzzing over #TechCrunchDisrupt ☕ The Carta coffee cart quickly became a hot spot, with long lines of attendees eager to refuel. It was the perfect way to meet and chat with hundreds of startup founders, sharing in their excitement and talking about how Carta can support their journey. Of course, we also brought back a crowd favorite—our “sock options” swag 🧦 They were a big hit and sparked some fun conversations about equity, ownership, and building the next big thing. Thanks to everyone who stopped by to say hello! 👋 We’re excited to continue helping founders turn their visions into reality. #CartaCommunity #Founders #StartupLife #TCDisrupt2024

📈 Building a strong, competitive compensation strategy is no easy feat. To build a strategic compensation plan, HR and People teams must balance fairness, data-driven insights, and seamless integration with existing tools. Here's how Carta can help: ☑️ Prioritize reliable data for fair, competitive compensation: Avoid data overload and focus on high-quality, industry-standard data for precise compensation benchmarks. This makes comp plans accurate, fair, and easier to understand and approve for executives. ☑️ Align compensation with business goals through transparent forecasting: To gain C-suite buy-in, ensure comp strategies support broader business goals. Use forecasting and reporting tools to provide clear insights into spending and the financial impact of compensation, building trust with execs. ☑️ Opt for plug-and-play solutions to simplify platform adoption: Minimize disruption by choosing a compensation platform that integrates seamlessly into existing systems. This streamlined approach optimizes without overhauling, easing executive concerns around new platform adoption. Ready to turn comp challenges into comp wins? Dive into our guide built in collaboration with our friends at HR Brew: https://lnkd.in/eDMriwRT #HR #CompData #TotalCompensation

Deel's first-ever State of Global Compensation report is out today! As a payroll & HR platform in over 150 countries for 35k+ cos and 300k+ workers, we’re in the unique position of providing a global view of how people around the world are getting paid 💸 We’re committed to giving founders, HR leaders, and the industry at large a better insight into compensation practices so they can attract the best talent and grow their businesses faster. A few interesting trends: 1/ The US economy, especially the tech sector, seems to be rebounding in terms of compensation. New workers are getting paid more than 18 months ago. It looks like strong demand for AI skills is pushing the pay up for qualified talent. 2/ US, UK, and Canada are the clear compensation leaders across technical and non-technical roles. 3/ The gender pay gap is still sadly unsurprising, but it’s narrowing for certain roles and in countries like India, US, and UK. In performance-driven roles like Sales & Marketing, we see a much tighter gap, proving that when measured per performance, gender isn’t an issue. 4/ With help from our partner Carta, we see that equity can be meaningful for eng roles. Per their data, software engineers get 75-150% of their salary as equity grants, which tend to vest over a 4-year period. Compensation is a key part of Deel, and we’re quadrupling our efforts on this front next year. Check out more insights in the report: https://lnkd.in/dU-4ANWA We hope it will serve as a useful guide as you continue hiring and managing global talent 🌎

Fund managers and CFOs: Don’t let tax and audit season haunt you. Our experts are here to break down everything you need to know. Our end-of-year resource center covers: 👉 Why some funds are audited and some aren’t 👉 How venture capital is taxed 👉 How to find an audit partner Learn about audit details to consider, the roles of your fund admin and audit partner, plus understand the document types you’ll need in these short, informative videos. Check it out: https://lnkd.in/gQbRbdbd #FundTax #TaxandAuditSeason #FundCFO #VCCFO #FundManagers

The growth of SPVs is reshaping private markets, with formations on Carta up 31% over the past three years and 116% compared to five years ago. Our inaugural SPV Spotlight provides our most comprehensive view yet, drawing on data from over 2,400 SPVs formed since 2016. Unlike traditional VC funds, SPVs typically invest in single assets, operate on shorter timelines, and often involve fewer LPs—meaning they can yield returns faster but require a unique approach to risk. Key insights include a near-doubling in median SPV size from $1.18M in 2016 to $2.17M in 2023, and a rise in management fees, now charged by 67% of SPVs over $10M in assets, up from 41% in 2021. The SPV Spotlight report highlights these trends and more, helping investors navigate the evolving SPV landscape. #SPV #SpecialPurposeVehicle #VentureCapital #PrivateMarkets

📢 Carta Acquires Tactyc: Transforming FP&A for Fund CFOs We’re excited to announce the acquisition of Tactyc, venture’s best fund forecasting and portfolio construction platform. Fund managers have consistently called for integration between Carta’s data and Tactyc’s portfolio modeling, which speaks to Tactyc’s reputation for delivering high-quality solutions. With this acquisition, we aim to fill critical gaps in financial planning and analysis for private fund CFOs—a sector that has historically lagged in finance tools. Soon, Carta fund admin customers will be able to directly integrate portfolio company financial and cap table data as well as general ledger data into Tactyc’s planning and forecasting tools, allowing funds to make informed, real-time decisions on their fund. This partnership brings us closer to building a truly comprehensive suite for private fund management, and we couldn’t be more excited for the journey ahead. We’re thrilled to welcome Anubhav, Michelle, and Shane, as well as their customers and investors, into the Carta family. Hear more from Henry Ward about our latest acquisition in the video below. Full announcement at the link in comments.