INVESTORS ON CARTA
Trusted by over 14,000 companies and investors
Free portfolio view
Accept securities and access your portfolio company’s cap tables. View everything on a free dashboard.
With our Fund Admin plan, see up-to-date metrics, like your internal rate of return, on your real-time fund dashboard.
Our team of experts will partner with you to manage your back office and value your holdings.
SAFEKEEPING & CUSTODY
Send Carta your certificates for safekeeping
Stop storing certificates in your desk drawer. Send us your certificates for safekeeping for free or upgrade for custody services. We’ll then digitize your securities make sure your portfolio information is up to date on the Carta platform.
CARTA PORTFOLIO INSIGHTS
Track performance with our portfolio management tools
Carta helps you collect business and performance metrics from your portfolio companies, and track performance in our dashboard.
VENTURE FUND ADMINISTRATION & ACCOUNTING
Rely on Carta for real-time fund admin
Carta is changing the fund administration business by combining exceptional service and technology. We’ll maintain your general ledger and other accounting statements, provide you with analytics and reporting, and help you with cash management.
ASC 820 VALUATIONS
Get audit-ready ASC 820 valuations
Carta’s team of analysts have performed thousands of valuations. Our team leverages best-in-class technology for increased accuracy and fast delivery.
LP MANAGEMENT SERVICES
Securely communicate with your LPs
Issue capital calls, share capital statements, and distribute tax documents to your investors directly through our platform.
Learn more about Carta for investors
Offer Terms and Conditions: To be eligible for a 10% discount off your first year’s new subscription to Carta’s services, you must sign up through a qualified page. This offer is valid for new private market and investor services customers only. Carta’s usual subscription terms and conditions apply (see https://carta.com/terms-of-service/).
Carta reserves the right to change or terminate this offer at its sole discretion. Offer may not be used or combined with other coupons, promotions, or special offers. Offer cannot be used for any subscriptions previously entered into. The offer will be deemed fully redeemed once a qualifying subscription has been made. The offer has no cash value and no refunds or cash alternatives will be offered. Not available in all countries. International subscriptions may be subject to approval based on local regulations and policies of country of obligation and Carta’s capabilities, licenses, and regulatory approvals with respect to that country or jurisdiction. The offer is void where prohibited by law. The offer only has value when redeemed in accordance with all terms and conditions of the offer.