Carta is at the forefront of equity management solutions for private companies, offering an innovative, cloud-based platform for capitalization table (cap table) management. Carta’s software is expertly designed to meticulously track and manage the roster of a company’s equity owners. It becomes an indispensable tool in trading or issuing securities, particularly during pivotal events like funding rounds. With Carta, you get a tool and a comprehensive system that ensures your cap table is always accurate, updated, and reflective of your company’s current equity structure.

Citizens Bank, established in 1828, is one of the oldest and largest financial institutions in the U.S., headquartered in Providence, Rhode Island. They offer a comprehensive range of services, including personal and corporate banking, wealth management, and more, designed to meet the diverse needs of their clients. Committed to innovation and community support, Citizens Bank aims to be a trusted financial adviser and a responsible corporate citizen.

Founded in 1972, Kerkering, Barberio & Co., Certified Public Accountants, is Sarasota’s premier CPA firm, providing various tax, audit, and accounting services to businesses and individuals. While accounting and tax consulting is the core of their business, the depth and broad diversity of their services and the quality of their CPAs and consultants set them apart.

TriNet Group, Inc. is an American cloud-based professional employer organization for small and medium-sized businesses. TriNet administers payroll and health benefits and advises clients on employment law compliance and risk reduction, acting in some cases as an outsourced human resources department.