Carta Liquidity Solutions
Streamline tender offers, block trades, secondary auctions, and private-to-public transitions.
Executive Summary
Carta Liquidity Solutions provides a comprehensive platform designed to facilitate complex liquidity events for private companies. It empowers businesses to efficiently manage and execute tender offers, allowing shareholders to sell shares while maintaining control over the cap table. The solution also supports block trades, enabling large share transactions outside of traditional markets. Furthermore, Carta Liquidity Solutions offers tools for conducting secondary auctions, providing a structured marketplace for private company shares. This helps companies and investors unlock liquidity before an IPO. The platform is also instrumental in guiding companies through the intricate process of transitioning from a private entity to a publicly traded one, offering robust support for pre-IPO liquidity planning and execution.
Use Cases
- Run tender offers for shareholder liquidity
- Execute block trades for large share transactions
- Offer secondary auctions for private company shares
- Manage the transition from private to public company status
- Unlock liquidity for employees and investors
Features
Visibility
- Real-time Liquidity Event Tracking: Monitor the status and progress of tender offers, block trades, and secondary auctions through a centralized dashboard.
- Shareholder Participation Overview: Gain visibility into shareholder engagement and participation rates in liquidity events.
Intelligence
- Cap Table Impact Analysis: Analyze the effects of liquidity events on the company's cap table, including dilution and ownership changes.
- Valuation Impact Assessment: Evaluate how different liquidity scenarios may affect company valuation.
Support
- Dedicated Support: Access to Carta's team for guidance through complex liquidity transactions.
- API Integration Support: Assistance with integrating Carta's API for custom workflows and data synchronization.
Technical Specifications
- Deployment
- SaaS
- Authentication
- SSO/SAML
- API Available
- Yes
Integrations
- BambooHR
- Gusto
- Workday
- Namely
- Rippling
- Sequoia
- TriNet
- Zapier
Security & Compliance
Certifications: SOC 1, SOC 2, ISO 27001
Encryption: Data encrypted in transit and at rest, adhering to industry best practices and compliance standards.
Pricing
- Starting Price
- Contact sales
- Target Customer
- Mid-Market,Enterprise
About Carta
Carta is a B2B software company that provides an ERP for private capital, specializing in capitalization table management, valuation software, and fund administration. They digitize equity and track company ownership for startups, private equity firms, venture capital funds, and their investors and employees. Their platform aims to bring the speed and predictability of public markets to private capital.