Case Study: StellarFi simplifies cap table, compensation, and equity advisory with Carta

How StellarFi leverages the Carta platform for cap table, compensation, and equity advisory

StellarFi, a public benefit corporation founded in 2022 and based in Austin, Texas, helps Americans build credit scores. As the company grew quickly and prepared for fundraising, it needed a simpler way to manage its cap table, compensation planning, and employee equity questions, so it turned to Carta.

Using Carta Cap Table, Carta Total Comp, and Carta Equity Advisory, StellarFi kept its cap table current through its Series A round, modeled funding and valuation scenarios, and used compensation data to plan hiring for 2023. Carta also gave employees access to equity-focused tax guidance, including webinars and 1:1 sessions, helping the team provide clearer advice on options and taxes.

StellarFi

Josh Holley

Vice President of Finance and Operations