What's new?

An IPO demands meticulous preparation to ensure a company’s governance, finances, and internal protocols   comply with the high regulatory standards for selling shares to the public. The journey to listing day often takes months or years, with the most arduous and time consuming part of the process being the financial and cap table audit.

Recognizing the critical need for thorough preparation, Carta now offers a comprehensive bundle of IPO readiness reports. This streamlines the preparation required for the audit and S-1 drafting by consolidating applicable reports in one location and allowing a one-click bulk download.

What does the bundle contain?

The IPO Reports Bundle packages three different sets of IPO relevant reports: Equity Reports (security and stakeholder specific information), Valuation Reports (all 409A valuations during the company's lifecycle with Carta) and Financial Reports (stock-based compensation expense and minimum disclosure reports). 

How can I access it?

You can find the IPO reports bundle from your Carta company account by navigating to Essentials > Run Reports, or by going to Cap Table > Run reports.

Where can I learn more?

For more information on Carta's IPO reports bundle, please refer to our dedicated support article. Additionally, you can find details on exporting reports in general on our support site.

If you have questions about other ways Carta helps our customers prepare for an IPO, please refer to our IPO Readiness Guide and Checklist.