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From issuing early equity to IPO, build and scale your business on one platform
Cap Table Management
Issue, track, and process payments for your company's equity securely
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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
Total Compensation
Get reliable salary and equity benchmarks
Liquidity
Execute secondary transactions that fully integrate with your cap table
QSBS Attestation
Optimize your equity tax benefit with the QSBS tax exemption
Launch
For early-stage founders to manage equity and build their cap table
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Fund Management
All Fund Management
Leverage a suite of products and services to support your firm at every stage
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
Tactyc Forecasting & Planning
Guide your fund’s strategy with data-driven precision
ASC 820
Get audit-ready valuations for consistent financial reporting
Capital Call Line of Credit
Access capital outside your regular call cadence
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App
Track tasks, message fund admins, and make approvals-from anywhere
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Private Equity Solutions
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For Equity Management
Find the solutions you need to drive your business forward at any stage
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For Fund Management
Providing VCs with an automated back office to help them run funds of any size
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For Private Equity
Built for PE funds and portcos (LLC or C-Corp) to manage ownership
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For early-stage founders to manage equity and build their cap table
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Discover equity trends and benchmarks for PortCo leadership teams
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Charly Kevers
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Charly Kevers
Charly is Carta’s Chief Financial Officer.
Charly is Carta’s Chief Financial Officer.
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Latest from Charly Kevers
featured article
Average salary ranges in NYC: Engineering, product, customer success
Average pay and equity bands in NYC depend on profession. Engineers earn $72K-$390K; product earns $63K-$412K; and customer success roles earn $40K-$368K.
Carta
May 2021
A new equity paradigm for private companies: liquid RSUs
Founders should consider RSU grants, but both single-trigger and double-trigger RSUs come with downsides. At Carta, we built a new way to solve the problem.
View
Founder Education
April 2020
How to extend your PTE window
With unemployment skyrocketing, it’s more important than ever to try to help laid-off employees who have been faithfully working for you for years. Here’s what you need to know before extending your PTE window and how to do it.
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