Why Carta?
Equity. Simplified.
Trusted by over 17,000 Companies









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
ASC 820
Accurate, on-time valuations from our team of experienced analysts