Why Carta?

Equity. Simplified.

Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. 

Trusted by over 15,000 Companies

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Private Companies

Streamline how you manage equity from founding to IPO

Cap table software, secondaries & 409A valuations

Lawyers

Manage equity with your clients

Built in compliance checks, streamlined workflow & discounts for your clients

Investors

Modernize how you manage your portfolio and back office

Fund admin, valuations, scenario modeling & portfolio insights

Features

One platform, everything you need to manage equity

Cap table management

The source of truth for your company's equity

409A valuations

The leader in audit-ready, fast, cost effective 409As

Liquidity

Offer liquidity by running one-off transactions, tender offers, and stock buybacks

Transfer agent

Carta is an SEC-registered transfer agent with best-in-class software

Electronic securities

Issue electronic securities to stakeholders, who can accept and exercise on Carta

Scenario modeling

Sensitivity and breakpoint analysis, payout and dilution modeling

Fund administration

Full-service fund accounting with real-time views of your financials

Portfolio dashboard

Portfolio data collection and a dashboard showing performance

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Accurate, on-time valuations from our team of experienced analysts

join carta

Get in touch to discuss plans and pricing