Adam Lewis

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Issue, track, and process payments for your company's equity securely

409A Valuations

Enter audits with confidence with tailored, cost-effective valuations

SAFE Financings

Issue SAFEs, collect signatures, and move money securely on one platform

Financial Reporting

Generate your latest stock-based compensation reports in a few clicks

Equity Advisory

Empower your team with actionable tax and equity knowledge

Liquidity

Execute secondary transactions that fully integrate with your cap table

Total Compensation

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Launch

For early-stage founders to manage equity and build their cap table

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For Venture Capitalists

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Fund Administration

Automate your back office with solutions from scenario modeling to closings

Fund Formations

Form your fund, administer the first close, and execute capital calls in six weeks

Fund Tax

Unlock a seamless tax season with your fund accounting and taxes in one place

SPVs

Form, close, and administer your SPV in just a few clicks

ASC 820

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Capital Call Line of Credit

Access capital outside your regular call cadence

Carta Carry
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Track tasks, message fund admins, and make approvals-from anywhere

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For Private Equity

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View, track, and manage multi-entity LLC ownership or your PE fund

Fund Administration

Automate your back office with solutions from scenario modeling to closings

Fund Tax

Unlock a seamless tax season with your fund accounting and taxes in one place

ASC 820

Get audit-ready valuations for consistent financial reporting

Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

Waterfall Modeling

Run any waterfall model with a bespoke modeling engine.

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Distributions

Streamline distributions through cap table and waterfall integration

PFA Rules
Free

Learn more about new private fund adviser rules and what these changes mean for your fund

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For LLCs

All Equity Management for LLCs

Track, manage, and view multi-entity ownership structures in one place

Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

Waterfall Modeling

Run any waterfall model with a bespoke modeling engine

Distributions

Streamline distributions through cap table and waterfall integration

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Employee equity guide

Learn how to build an employee equity plan that is right for you

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BY ROLE

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Leverage solutions to support firms at every stage to spend more time on deals

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Help your clients issue equity, keep cap tables up to date, and stay compliant
BY INDUSTRY

Finance

Access tools and services from audit-ready valuations to compliance support

HR

Get tailored solutions, from extending offers to answering equity questions

Healthcare

Streamline how you manage equity, stay IRS compliant, and generate reports
Fundraising

Get tools and services for an easier and more cost-effective fundraise

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PRICING & PLANS

For Companies

Find the solutions you need to drive your business forward at any stage

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For Venture Capitalists

Providing VCs with an automated back office to help them run funds of any size

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For Private Equity and LLCs

Built for LLCs, PE-backed companies, and PE funds to manage ownership

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Launch

For early-stage founders to manage equity and build their cap table

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Adam Lewis

Adam Lewis is a former writer at Carta who covered the private markets. Prior to Carta, he spent five years as a reporter at PitchBook writing about dealmaking, fundraising, and industry trends within the wide world of private equity.

Adam Lewis is a former writer at Carta who covered the private markets. Prior to Carta, he spent five years as a...

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Featured Blogs

What is a 409A valuation?
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