Insights
The Stock Plan Administration Glossary
A comprehensive reference for the terminology that shapes equity administration.
Explore clear, practical definitions of key concepts, regulations, and industry terms used throughout the equity lifecycle.
The Stock Plan Administration Glossary (A-D)
Clear definitions of key equity compensation, stock plan, and tax terms.
The Stock Plan Administration Glossary (E-M)
Clear definitions of key equity compensation, stock plan, and tax terms.
The Stock Plan Administration Glossary (N-R)
Clear definitions of key equity compensation, stock plan, and tax terms.
The Stock Plan Administration Glossary (S-Z)
Clear definitions of key equity compensation, stock plan, and tax terms.
More Articles
The C[r]ap Table: A Startup Founder’s Dream Turned Term Sheet Nightmare
Logan Reed built a rocketship startup and landed a $5B exit offer—only to walk away with a fraction of what he expected. Dilution, double-dipping, QSBS missteps, and misunderstood terms turned his billion-dollar dream into a painful wake-up call. A raw look at what happens when founders don’t fully understand their cap table.
Why You Should Not Start an Equity Administration Business
Equity administration isn’t just a back-office task—it’s a high-pressure discipline that requires legal precision, flawless execution, and deep operational structure. A single mistake can lead to tax exposure, compliance failures, or investor distrust. In this world, “good enough” isn’t good enough.
Why Proper Cap Table Management Is 'Investor Insurance'
Your capitalization table is more than a spreadsheet—it’s Investor Insurance. A well-managed cap table demonstrates professionalism, prevents due diligence delays, and builds the confidence investors need to fund your vision. Don’t let poor record-keeping derail your next funding round.
A Founder’s Intro to Equity and Cap Table Management
Learn the basics of equity and cap table management with Travis Rodgers and Chris Hoffmann.
Understanding the Importance of Accuracy in Equity
Understanding the importance of accuracy in equity is critical for the growth and success of any business.
EDGAR Next: Modernizing the SEC’s Filing System for 2025
EDGAR Next is the SEC’s new electronic filing system rolling out in 2025. Learn how it impacts Section 16 insiders, equity admins, and compliance teams. Includes a step-by-step transition guide, key deadlines, and strategic insights to stay SEC compliant.
Form 3921 is due TOMORROW!
Wondering when the right time is to get some help with your cap table?
This is the right time to outsource your cap table administration.
Wondering when the right time is to get some help with your cap table?
Why you should outsource administration of your cap table on Carta.
Wondering if you should outsource your cap table administration? Here are five reasons why you should.