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From issuing early equity to IPO, build and scale your business on one platform
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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
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
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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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Track tasks, message fund admins, and make approvals-from anywhere
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Providing VCs with an automated back office to help them run funds of any size
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Built for PE funds and portcos (LLC or C-Corp) to manage ownership
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Liz Huang
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Liz Huang
Liz is a Content Marketing Manager at Carta.
Liz is a Content Marketing Manager at Carta.
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Latest from Liz Huang
Equity Education
March 2020
Stock grants
What is a stock grant? Accepting your stock grant is one of the most important tasks to take care of when starting at a company. Learn more.
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Founder Education
January 2020
Why women get less funding: Exploring the gender gap in venture capital investing
Take-home pay is only part of the story. Women also face a huge gender gap in both startup funding and equity.
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