case study compliance tools carta has powerful compliance tools for rule 701 checks, nso tax...
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C A S E S T U DY
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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
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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.
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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.
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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.
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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.
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