Carta provides a platform that helps businesses, particularly startups and investment firms, manage their fundraising processes more efficiently. The platform offers a variety of tools and services that assist in asset management, back office automation, and portfolio insights. One of its standout features is the use of machine learning to provide real-time market intelligence, which helps businesses make informed decisions about employee compensation. Additionally, Carta simplifies the process of equity sales for employees and investors, making it easier to manage these transactions. Unlike many competitors, Carta focuses on providing a comprehensive suite of services that cover not just fundraising, but also audit, tax, and valuation support. The goal of Carta is to make the fundraising journey faster, easier, and more cost-effective for its clients.

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Vivek Garipalli

Insight Partners

Bryan Rosenblatt

Spark Capital

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Steven Berger

Taavet Hinrikus

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Fintech

AI & Machine Learning

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Carta

Herzog is thrilled to announce its partnership with Carta and offer its clients cutting edge and innovative equity management service.

Herzog partners with Carta

Numerous types of private securities are being sold to investors via online investment platforms. Investment crowdfunding has opened up a new market for all investors – including non-accredited investors. While debt is less risky than equity, in general, the returns may be limited if a company has a good exit. But when it comes to equity, common shares may lose out to preferred shares if the company is acquired for a lower valuation than the funding round when the investor bought shares. Liquidation and dilution rights count – a lot.Carta has a good explanation of the two options. In an event where a company is sold for less than originally invested, the preferred may receive their entire investment back

Common Stock Vs. Preferred Shares In Crowdfunding: Investors Should Understand Common Equity In Crowdfunded Offerings

It’s not all about the Benjamins, baby — particularly for executive compensation, but increasingly, all levels of employees at firms around the globe. At the start of the first dot com boom in the 1990s, equity emerged as one of the most compelling parts of new hire offer packages for employees at varying levels, according to Matt Simon at MyStockOptions.com. This was particularly true, and has remained true, at tech firms and startups — even as macroeconomic trends have caused a slowdown in total value of equity awards. But throughout all this time, the question for companies awarding equity has been how to ensure it is portioned out wisely, sagely, for the sake of the business’s success, and tracked to comply with all applicable laws in the places in which employees work? A secondary question that remains urgent to the employees themselves: how to track and access their equity awards and maturation cycles? Now a new startup, Slice, based in Tel Aviv, Israel and San Francisco, California, has emerged from stealth to help answer these questions. Armed with $7 million in seed funding, it seeks to offer an automated solution for global equity management geared toward both company finance departments and the employees they serve

Slice Wants To Make It Easier For Companies To Distribute And Track Equity

Effective January 1, 2024, virtually all new companies being incorporated in the United States will need to “comply with the Corporate Transparency Act (CTA),” the team at Carta noted.As explained in a blog post by Carta, this new law will “require them to submit an initial filing regarding the company’s beneficial ownership within 90 days of incorporation, and make mandatory updates as the company’s ownership and governance structures evolve.”Companies must submit these filings “to FinCEN, a division of the U.S. Treasury Department.”While the aim of this legislation is anti-money-laundering (AML)—to “identify corporate shells used for illicit purposes—millions of legitimate businesses will be subject to the CTA’s disclosure regime.”For the law’s first year in effect, the regulations “will only apply to the newest companies, meaning those with the fewest resources and the least sophisticated compliance programs will be the first required to file.”Carta is helping founders comply by “offering a free CTA compliance solution as soon as the new regulations go into effect on January 1, 2024.”The CTA compliance solution is “embedded in Carta’s free Launch plan, so startups (and their counsel) can use it even if the company has not raised any financing.”CTA compliance on Carta has “been designed for ease-of-use, leveraging ownership data that’s already collected during the Launch onboarding process to populate the CTA filing.”Carta’s KYC/AML technology “allows for easy, secure collection of any additional pieces of data (e.g. photos of government IDs) that may be required from your company’s beneficial owners prior to submission.”Through Carta Launch, they’ve “helped over 10,000 companies get started. Collectively, they’ve raised over $23B and built over $135B in market value.”They combined this experience “helping founders with deep private-markets policy expertise, to create a simple and easy CTA compliance workflow.”They then refined their CTA compliance solution “with input from over 50 leading law firms, who collectively work with tens of thousands of startups on Carta.”As their product team built the solution in Launch, Carta’s Policy Team “led a broad policy coalition to collaborate with FinCEN, push for clarifications to help founders comply, and lobby for the government to provide API docs to streamline submission of CTA filings.”

Carta To Assist Us-Based Startups With Complying With Corporate Transparency Act

During the rise and fall of an “unprecedented” bull market across 2021 and 2022, founders and investors had to navigate a wild ride of ups and downs, the team at Carta noted.That volatility diminished in 2023. The startup ecosystem trundled “along at a slow but steady pace, with activity near recent lows,” according to an update from Carta.This new equilibrium involves fewer deals and fewer dollars. Total venture deal count on Carta was down 24% year over year in 2023, “while cash raised by startups fell by 50%. But the fundraising that took place in 2023 proceeded at a steady pace.”Carta further noted that during each quarter, startups closed “somewhere between 1,209 and 1,574 rounds and brought in between $12.8 billion and $20.3 billion in total capital.”Several facets of the fundraising scene “shifted in 2023 in ways that will continue to impact founders and investors in 2024.”Carta also mentioned that startups were “forced to extend their runways longer than ever. Bridge rounds boomed in popularity. Series A valuations experienced a second-half surge

Venture Deal Count On Carta Declines 24% Yoy, Cash Raised By Startups Fell 50%

By Peter Yared – Guest ContributorPeter Yared. Dubai reopened aggressively during the pandemic with extensive testing and vaccination programs. It has since outpaced its primary competitor, Singapore, as the key destination for the wealthy seeking sunshine, lifestyle, and lower taxes. Dubai now stands alone in the Eastern hemisphere as the nexus point for the wealthy of the Middle East, Asia, Russia, and many Europeans.Similarly, Miami became a top destination for the wealthy through the pandemic and has now emerged as the Dubai of the Western hemisphere. Already considered the “capital of Latin America,” Miami has become the nexus point for the wealthy of the U.S., Canada, and Europe for the same reasons as Dubai: sunshine, lifestyle, and lower taxes.Very much like Dubai, the culture of Miami encourages emigration, success, capitalism, and wealth. The local government, led by Mayor Francis Suarez, actively seeks to expand the city and attract new business.The new peopleFor those who have not visited Miami since before the pandemic, it’s hard to comprehend how much has changed

Miami: The Dubai Of The Western Hemisphere

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Every quarter, Carta releases information on the startup ecosystem in their State of Private Markets report.Carta‘s “first cut” of data as close to the end of the quarter as possible has been shred. This initial analysis focuses “on round valuations and cash raised across the venture stages.”Here’s a preliminary look at Q4 data for U.S. startups, shared by Carta:Valuations saw slight increases: Median pre-money valuations increased across all venture capital stages save for Series C in Q4. The change was most apparent in Series A, which rose from $29 million to $45 million in median pre-money valuation.Median pre-money valuations increased across all venture capital stages save for Series C in Q4. The change was most apparent in Series A, which rose from $29 million to $45 million in median pre-money valuation. Round sizes fell gently: Median round sizes were flat or slightly down for much of venture capital in Q4

Carta Private Markets Update: Slight Increases In Valuations, Median Pre-Money Valuations Surged Across Nearly All Vc Stages

Financial platform for fundraising and equity management

Carta

Financial platform for fundraising and equity management

Carta

Financial platform for fundraising and equity management

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