case study compliance tools carta has powerful compliance tools for rule 701 checks, nso tax...

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Page 1: CASE STUDY Compliance Tools Carta has powerful compliance tools for Rule 701 checks, NSO tax withholdings, and the $100K ISO limitation. Everything is automated, which makes compliance
Page 2: CASE STUDY Compliance Tools Carta has powerful compliance tools for Rule 701 checks, NSO tax withholdings, and the $100K ISO limitation. Everything is automated, which makes compliance

C A S E S T U DY

Page 3: CASE STUDY Compliance Tools Carta has powerful compliance tools for Rule 701 checks, NSO tax withholdings, and the $100K ISO limitation. Everything is automated, which makes compliance

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SquarespaceC A S E S T U DY

Last preferred round

Series B

Location

New York, NY

Employees

Over 500

Founded

2004

Ali Kazemi General Counsel

Page 4: CASE STUDY Compliance Tools Carta has powerful compliance tools for Rule 701 checks, NSO tax withholdings, and the $100K ISO limitation. Everything is automated, which makes compliance

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SquarespaceC A S E S T U DY

Squarespace was founded in 2004 by Anthony

Casalena. With over $78M in funding from Accel

Partners, General Atlantic, and Index Ventures,

they have grown to more than 550 employees.

Powerful Compliance Tools Carta has powerful compliance tools for Rule 701 checks, NSO tax withholdings, and the $100K ISO limitation. Everything is automated, which makes compliance easier.

Page 5: CASE STUDY Compliance Tools Carta has powerful compliance tools for Rule 701 checks, NSO tax withholdings, and the $100K ISO limitation. Everything is automated, which makes compliance

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SquarespaceC A S E S T U DY

Carta prioritizes design every step of the way.

This allows Squarespace to navigate complex

equity workflows with just a few clicks.

Easy to administer

Carta is intuitive and beautifully designed. It makes complicated workflows like issuing option grants, processing exercises, and filing tax forms simple. Their attention to detail is apparent across the entire platform.

Page 6: CASE STUDY Compliance Tools Carta has powerful compliance tools for Rule 701 checks, NSO tax withholdings, and the $100K ISO limitation. Everything is automated, which makes compliance

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SquarespaceC A S E S T U DY

Between processing exercises, tracking

terminations, and fielding equity-related questions,

Squarespace found managing stock options for

hundreds of employees to be a challenging process.

Useful information in one place

Our employees like Carta because they have instant access to their ownership information. They can log in any time to see tranche-by-tranche views of their vesting schedules, and relevant grant details like strike prices, grant dates, and share counts. They can even exercise options directly on the platform.

Carta helps to solve this by giving every employee

a window into their ownership. The Carta personal

portfolio and Success team make it easy for

employees to understand their equity.

Page 7: CASE STUDY Compliance Tools Carta has powerful compliance tools for Rule 701 checks, NSO tax withholdings, and the $100K ISO limitation. Everything is automated, which makes compliance

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