Be exit-ready with Carta’s connected equity blueprint

Get out of spreadsheet chaos with a blueprint built for deal teams and CFOs at PE-backed companies. The connected equity blueprint shows why it’s crucial to link your cap table and waterfall in a single system—so ownership data, legal terms, and payout models always agree.

Download this free resource for insights on:

• Eliminating manual reconciliation risk when ownership changes, new financings close, or payouts are due
• Building audit-ready accuracy into every calculation, from vesting and preferences to CVRs and class-specific caps
• Demonstrating sponsor and board-level confidence with clear, traceable logic back to governing documents
• Staying exit-ready year-round, with real-time payout modeling for any scenario— IPO, secondary sale, recap, or strategic exit

Elevate your cap table and waterfall with a platform designed for PE-backed companies.