The CartaX liquidity platform makes it easy for companies of all sizes to offer secondary liquidity to their employees and early investors.

On the surface, a tender offer is simple. Beneath the surface, a number of complex considerations are necessary to align the transaction structure with your company’s objectives.

According to Carta data, the market for secondary liquidity is still heating up. Q1 2022 saw a 57% increase over Q1 2021 in the number of secondary deals.

CartaX works with private companies to help them plan secondary liquidity transactions. Read below to see the key considerations to think about before designing a tender offer.

With the strategic acquisition of MarketGrid Systems, Carta Capital Markets began building the platform that would become CartaX.

The movement toward secondary liquidity in the private markets is accelerating fast: Carta completed four times as many secondary transactions for private companies in 2021 than the year before.

Private market liquidity surged in 2021. Carta hosted a panel to discuss how founders can take advantage of secondary liquidity to improve employee retention and satisfy existing shareholders.

Understanding taxes on stocks will help you make smart decisions as you earn equity, exercise your options, and sell your shares.

Offering private companies customized paths to liquidity is a way to centralize transactions, meet investor demand, and offer employees the opportunity to access their share of wealth they helped create.

EquipmentShare partnered with CartaX to offer a unique employee liquidity program, and became the first company to launch a Carta Cross on the CartaX platform, outside of Carta, Inc.

We've seen explosive growth around private market liquidity transactions in 2021, and we expect it to continue. Here’s what that means.

The Q3 liquidity report highlights the tremendous growth of secondary transactions across the venture sector. Carta has already seen more secondaries in 2021 than the previous two years combined.

The Carta Cross is designed to meet the regulatory disclosure framework of Section 4(a)(7), helping CartaX onboarded companies maintain confidentiality and control on our platform for their liquidity needs.

To appreciate the transformative potential of a marketplace for private stock like CartaX, it’s necessary to understand how and why the U.S. equities market has evolved to make this innovation possible.

Carta, Inc. cleared $99.7MM in value between 400+ market participants and 52 investors at a $6.9B implied valuation, representing a 2.2x increase in implied valuation to Carta’s last primary.

Carta is leading the next evolution in private market liquidity with the launch of CartaX in the first quarter of 2021.

In 2019, we saw an estimated $5B in notional volume in the tender offer market alone. Several indicators suggest this deal velocity is here to stay in 2020 and beyond.