Carta, Inc. is a SEC-registered transfer agent based in Palo Alto, California, that provides an online platform for private companies to manage their equity electronically. This platform facilitates cap table management, corporate governance, 409A valuations, and compliance, allowing corporations to issue stock to investors digitally. It serves a diverse clientele, including venture-backed small businesses, enterprises, and pre-IPO companies in the United States and internationally. Carta also digitizes paper stock certificates, stock options, warrants, and derivatives, creating a real-time overview of ownership for startups. The platform enhances collaboration among shareholders, employees, auditors, and legal counsel, enabling them to track vesting, access documents, and exercise options efficiently. Additionally, Carta has offices in Brazil and Canada, broadening its reach in the equity management space.
Tactyc is a performance forecasting and scenario planning platform tailored for venture capital firms. It allows funds to construct, manage, and forecast venture portfolios efficiently, replacing traditional spreadsheet workflows for over 250 funds globally. The platform simplifies portfolio modeling, enabling managers to build and maintain their models without the complexities of spreadsheets. Users can quickly construct portfolios and share their fund strategies with potential investors. Additionally, Tactyc provides analytics to help general partners optimize reserves, analyze investment outcomes, and derive insights for future capital deployment. This combination of features empowers venture capitalists to make data-driven decisions and enhances their overall investment strategies.
Arch
Series A in 2023
Arch manages private investment operations for leading investors and investment advisors, reinventing private portfolio management through a digital solution that replaces traditionally paper based processes.
Tap
Seed Round in 2023
The new standard in fund secondaries.
Raise
Corporate Round in 2023
Raise is a financial technology company that offers digital solutions to streamline the fundraising process for startups, founders, investors, and law firms. Its online platform enables users to efficiently manage fundraising efforts, corporate structures, and equity. By automating cap tables and securely storing essential legal documents, Raise allows clients to create data-driven fundraising strategies that clarify company valuation and ownership dynamics before and after capital raises. The platform also facilitates collaboration with potential investors and simplifies the agreement signing process, thereby enhancing decision-making and deal finalization for its users.
PostCoffee
Series A in 2022
PostCoffee Co., Ltd., founded in 2018 and based in Tokyo, Japan, operates as an online coffee platform that specializes in coffee subscription and delivery services. The company offers a diverse range of coffee beans, including selections such as Ethiopia Konga, Kenya Kianjuki, and Colombia La Italia, among others. Customers can personalize their coffee boxes by choosing from various options, and the platform also suggests suitable coffee types, brewing methods, and pricing based on a comprehensive coffee diagnosis. In addition to coffee, PostCoffee provides regular mail delivery of curated selections and pairs these offerings with sweets and other beverages, catering to coffee enthusiasts looking to enhance their daily coffee experience.
Capdesk
Acquisition in 2022
Capdesk ApS operates an equity management platform that aids companies and investors in managing shares and shareholder information. Founded in 2015 and based in Copenhagen, Denmark, with an additional office in London, the platform is designed for companies not listed on the stock exchange, enabling them to administer shares and streamline processes related to shareholder management. Capdesk facilitates the efficient management of cap tables, shareholder registers, and employee shares, allowing businesses to focus on core operations by reducing administrative burdens. It automates updates to cap tables and statutory registers while providing digital solutions for share issuance, transfers, and other equity transactions. By consolidating equity information, Capdesk enhances stakeholder alignment by offering easy access to ownership details, share certificates, option vesting schedules, investment amounts, and current valuations.
Vauban
Acquisition in 2022
Vauban is a technology company focused on transforming private investing by simplifying the process for individuals to co-invest in startups. The platform enables users to create syndicates online, share deal flow, and invite their networks to invest alongside them. By automating the setup of special purpose vehicles (SPVs) and funds, Vauban reduces the costs and complexities typically associated with establishing wealth containers. This approach allows small fund managers to efficiently deploy legal entities with minimal effort, making alternative investments more accessible and streamlined.
Syndicate
Venture Round in 2022
Syndicate is a decentralized asset management platform and social network designed to democratize investing. It facilitates the creation of investing syndicates, allowing users to raise and invest capital quickly and efficiently. The platform supports the formation of decentralized autonomous organizations, empowering communities to engage in collaborative investment opportunities. By streamlining the investment process, Syndicate aims to transform traditional value creation methods and enhance accessibility for a broader audience.
Sumutasu
Series B in 2022
Sumutasu, Inc. is an online real estate marketplace based in Tokyo, Japan, founded in 2018. The company specializes in the development and sale of residential properties, providing a platform that facilitates the buying and selling of real estate. Through its AI-driven marketplace, Sumutasu aims to streamline the process for homeowners, offering a range of real estate services that enable clients to complete transactions efficiently and with minimal hassle. The company's mission is to foster a society where individuals can easily make informed decisions about their property investments.
Inssent
Series A in 2022
Inssent provides comprehensive equity solutions tailored for companies at various stages, including startups and pre-IPO firms. Their services encompass expert equity consulting and the inX equity management system, which integrates online equity administration, incentive plan implementation, and equity transfer processes. The inX system leverages the founding team's expertise in law, finance, and tax, along with advanced AI technology and industry data. Additionally, Inssent's software facilitates the tracking of capital investments and the establishment of equity incentive plans, enabling users to efficiently manage their capital and stock structure.
Quota Lab
Venture Round in 2021
Quota Lab is a financial infrastructure company that connects the capital flows of all ventures & startups, general partners (GPs), and limited partners (LPs) to build a venture capital market infrastructure and create a new financial ecosystem.
Panther
Seed Round in 2021
Panther is a human resource agency that specializes in contractor management and the development of remote teams. The company offers a comprehensive suite of services to facilitate hiring, onboarding, and payroll for employees and contractors across the globe. Panther manages critical aspects such as global payroll, benefits, taxes, and compliance, ensuring that businesses can operate efficiently while adhering to legal requirements. By streamlining these processes, Panther supports organizations in building and maintaining effective remote teams.
Alto Solutions
Series A in 2021
Alto Solutions, Inc. operates an online platform that facilitates the management of self-directed individual retirement accounts (IRAs). The company offers various IRA products, including Alto IRA, which allows users to invest in alternative assets such as private equity, venture capital, real estate, loans, and cryptocurrency. Its Checkbook+ IRA provides customers with check-writing control, enhancing the management of real estate investments. Additionally, Alto CryptoIRA connects users directly to Coinbase for cryptocurrency trading. The platform features a user-friendly dashboard for managing accounts and investments, and assists investors in determining their eligibility for different types of investments while identifying financial trust companies for asset custody. Serving a diverse clientele that includes wealth managers, registered investment advisors, real estate owners, and entrepreneurs, Alto Solutions aims to democratize access to alternative asset investing. Founded in 2015 and based in Nashville, Tennessee, the company was previously known as Saltvest, Inc.
yearend.
Acquisition in 2021
YearEnd operates as a subscription tax platform designed for startup employees' needs. It helps to optimize their equity and taxes in real-time. The company was founded in 2019 and is headquartered in San Francisco, California.
Firstbase.io
Seed Round in 2021
Launch, manage, and grow your startup. All in one place.
Raise
Seed Round in 2021
Raise is a financial technology company that offers digital solutions to streamline the fundraising process for startups, founders, investors, and law firms. Its online platform enables users to efficiently manage fundraising efforts, corporate structures, and equity. By automating cap tables and securely storing essential legal documents, Raise allows clients to create data-driven fundraising strategies that clarify company valuation and ownership dynamics before and after capital raises. The platform also facilitates collaboration with potential investors and simplifies the agreement signing process, thereby enhancing decision-making and deal finalization for its users.
Sacra
Seed Round in 2020
Sacra operates a digital platform focused on providing research and information related to private markets. The company specializes in monitoring and facilitating liquidity in late-stage venture capital secondary transactions. Its platform delivers comprehensive insights on venture capital and private equity firms, thereby assisting clients in making informed investment decisions within the private markets.
SimpleClosure
SimpleClosure simplifies the complex task of shutting down a business.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.