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Carta

United States

About Carta

Software for managing cap tables, valuations, and liquidity for private companies

News

Research Reports

Sydecar and the new atomic unit of the private markets

The Privately-Traded Company: The $225 Billion Market for Pre-IPO Liquidity

EquityZen One-Pager

Alex Johnson, co-founder & CEO of Velvet, on vertical AI for venture capital

Pilot One-Pager

Austin Hughes, CEO and co-founder of Unify, on the death of the SDR

Why Mint.com failed

Noel Moldvai and Adam Crawley, co-founders of Augment, on software-enabled secondaries markets

Fundamental value vs. market value in top private names

Mercury: the unbundling of Silicon Valley Bank

Pilot: the $43M per year mechanical bookkeeper

Alex Lee, CEO of Truewind, on the potential of GPT-powered bookkeeping

Compound, Savvy, and the Mint for the 0.1%

Nik Talreja, CEO of Sydecar, on powering the future of secondary trading

Kashish Sharma, CEO of EquityList on building Carta of India

Q&A with Balthazar de Lavergne and Mathias Pastor at Semper

Tim Flannery, co-founder of Passthrough, on building TurboTax for private fund investing

Dave Thornton, co-founder of Vested, on unlocking startup employee equity

Andy Su, co-founder of Pry, on building the "Figma of finance"

Airtable: The $7.7B Roblox of the Enterprise

Matthew Moore, head of design at Lime, on private stock and employee diversification

Andrea Walne, GP at Manhattan Venture Partners, on getting on the cap table

Ani Banerjee, co-founder of Andromeda Group, on secondary diligence and companies staying private

Hari Raghavan, ex-COO of Forge, on late-stage investing and facilitating secondary sales

Dan Akivis, senior associate at Expansion VC, on selling secondary and managing LP relationships

Frequently Asked Questions

How would the investment be structured?

When investment opportunities become available for Carta, they would typically be structured through US-based, bankruptcy-remote Delaware SPVs. As an investor, you would become a limited partner in a fund that indirectly holds shares of the company. This page is for expressing interest in future opportunities, not for making actual investments.

Why can't I invest in Carta directly?

Direct investment into high-demand private companies like Carta often requires $50M+ in capital. Our SPV structure gives you access at lower minimums by pooling capital and investing through intermediaries that already hold equity.

What is the minimum investment amount?

The minimum investment typically starts from $10,000, though it may vary depending on the deal size and available allocations.

When will I receive units for my investment?

Once the SPV is fully funded and the shares are secured, units will be allocated to your account and you'll be notified. This typically takes 2–3 weeks post close date.

What are the exit options or liquidity paths?

Liquidity is not guaranteed. However, exits may occur through the following avenues:
(a) resale through our partner's Alternative Trading System (ATS) after a holding period,
(b) secondary market transactions,
(c) a future IPO of Carta or its subsidiaries, or
(d) an acquisition of the company.

What are the risks of investing in Carta?

Key risks include equity risk (share value decline) and liquidity risk (limited tradability of private shares). As with any private market investment, capital loss is possible.

What are the tax implications?

Taxation is treated the same as investing in US-listed stocks. Long-term capital gains (after 24 months) are taxed at 12.5%. Short-term gains are taxed as per your income tax slab.

Under which regulatory framework does this investment fall?

All investments are made through SEC-compliant SPVs under Regulation S. The structure is similar to those used by leading US platforms like EquityZen and Forge.

Need More Information?

Have additional questions about this investment opportunity? Our team is here to help.

Request Callback

Funding Rounds

Series G

$40.30 August 31st, 2021

Series F

$18.21 June 30th, 2020

Series E

$10.70 May 31st, 2019

Series D

$6.37 December 31st, 2018

Series C

$3.57 March 31st, 2018

Series B

$0.89 July 31st, 2015

Series A

$0.42 November 30th, 2014

Seed

$0.18 August 31st, 2013

Funding Rounds

Series G

$40.30 August 31st, 2021

Series F

$18.21 June 30th, 2020

Series E

$10.70 May 31st, 2019

Series D

$6.37 December 31st, 2018

Series C

$3.57 March 31st, 2018

Series B

$0.89 July 31st, 2015

Series A

$0.42 November 30th, 2014

Seed

$0.18 August 31st, 2013
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