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Issue, track, and process payments for your company's equity securely
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Enter audits with confidence with tailored, cost-effective valuations
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Issue SAFEs, collect signatures, and move money securely on one platform
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Generate your latest stock-based compensation reports in a few clicks
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Empower your team with actionable tax and equity knowledge
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Get reliable salary and equity benchmarks
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Execute secondary transactions that fully integrate with your cap table
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Optimize your equity tax benefit with the QSBS tax exemption
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For early-stage founders to manage equity and build their cap table
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Leverage a suite of products and services to support your firm at every stage
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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
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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
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Get audit-ready valuations for consistent financial reporting
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Access capital outside your regular call cadence
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Track tasks, message fund admins, and make approvals-from anywhere
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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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Crystal Shen
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Crystal Shen
Crystal Shen is head of equity capital markets for Carta Liquidity.
Crystal Shen is head of equity capital markets for Carta Liquidity.
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