Below is an excerpt from a presentation we made to our Board on our Stock Option Financing program. I know a lot of CFOs and Chief People Officers at late stage companies wrestle with how to help their employees borrow money to exercise stock or buy homes. …


Carta raised a $500M Series G, valuing the company at $7.4B. The round was led by Silver Lake. Of our eight rounds of capital raised, this was the largest and also the simplest.

I don’t like fundraising. It takes a lot of time to explain the business to each and…


Over the last year we have been figuring out how to work together from our individual homes and at the same time how, or if, we will return to the office. I have heard from hundreds of Carta employees through small round table discussions, spent hours with our executive team…


I’m super excited to announce the acquisition of YearEnd — a tax optimization and filing product for startup employees.

Figuring out taxes for startup employees sucks. Tax services like TurboTax and H&R Block don’t handle ISO or NSO options, AMT, RSUs, or private stock exercises. The tax impact of exercising…


Below is an excerpt of a few slides from a recent presentation to our Board Compensation Committee about our employee equity strategy. I know a lot of CEOs and Heads of People are wrestling with how to create an equity refresh strategy. …


Today was a big day. In 2013 we raised our seed round on the pitch of “building the Nasdaq for private markets.” Eight years later we call our exchange CartaX. Today Carta closed its first trading session as the first issuer on CartaX.

First, some quick statistics on today’s trading:


The recent press about Carta has been hard. For me, but more importantly for Carta employees. I have spent the last few weeks listening to a lot of the women at Carta and reflecting on the recent allegations and press. Below is what I’ve been thinking about.

I started my…


Below is my note to employees about the recent events we are facing as a nation. I want to share my perspective here with you all as well.

Many of you that have worked with me for a long time know that I rarely, if ever, speak out on political…


Below is a memo I wrote to the company in February. Many ceos face similar challenges of keeping a growing, and in our case regulated, organization executing with the same relentless and risk-taking spirit of the early days.

I thought I’d share my memo for other ceos that are facing…


Today we announced layoffs at Carta of 161 people. Below is the announcement I made to the company at our all hands this morning. I’m sharing in the hope that it will help other ceos as they think about their layoff programs. …

Henry Ward

CEO at Carta

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