How to prepare for an IPO with Carta
If your company is considering going public in the next 12–24 months, Carta’s IPO Advisory can help you get transaction-ready.
We provide expert guidance on preparing your cap table, coordinating key vendors, and managing the equity components of your transition to a public company.
What does Carta help with?
Carta supports companies through the most critical areas of IPO readiness, including:
Cap table cleanup and audit preparation
Support for stock splits and share conversions
Coordination with vendors like transfer agents and public plan administrators
Planning resources, such as IPO checklists and stakeholder communication templates
Secure data migration to your chosen public equity platform
Who is this service for?
Carta’s IPO Advisory is a great fit if your company:
Is planning to go public within the next 12 to 24 months
Needs support preparing a clean, investor-ready cap table
Is selecting external vendors involved in the IPO process
Wants expert guidance to help avoid delays, errors, or compliance gaps
When should we engage with Carta’s IPO team?
We recommend engaging with our IPO Advisory team 12–24 months in advance of IPO to ensure plenty of time for planning, data cleanup, vendor selection, and internal alignment.
Starting early helps your team plan key decisions, avoid costly delays, and ensure your data and documentation are accurate.
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How is Carta’s approach different?
Carta is the leading private equity platform for venture-backed companies, and now offers an integrated IPO solution that covers everything from cap table management to public equity administration.
Our streamlined solution with Morgan Stanley at Work means your team benefits from:
Continued equity management support through and after your IPO
A seamless transition to a trusted public equity platform
Access to financial wellness tools and education for employees experiencing liquidity for the first time