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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
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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
Liquidity
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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Fund Management
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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
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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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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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The Carta Team
While we believe in assigning ownership at Carta, this blog post belongs to all of us.
While we believe in assigning ownership at Carta, this blog post belongs to all of us.
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Latest from The Carta Team
featured article
An ERP for Private Capital
Private capital runs on spreadsheets and disconnected systems—but it doesn’t have to. Learn how Carta is building the first network ERP for private capital.
Investors
April 2025
Limited partner (LP)
Limited partners are known as “silent partners” in a business partnership. Learn more about limited partners, their role in private equity and venture capital funds, and tax implications.
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Venture Capital
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Top six workflows of data-driven venture managers
At Tactyc by Carta, we work with hundreds of data-driven managers globally in helping them with portfolio construction, reserve planning, and portfolio management functions. Here are the common patterns and workflows of the best-performing managers.
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Europe
March 2025
Carta SPVs: An offering that drives accuracy and efficiency for UK investors
Introducing Carta's new end-to-end SPV solution for institutional investors in the UK. Learn how you can form, close, and manage an SPV with accuracy and efficiency—all on a single platform.
View
Equity Education
March 2025
Stock warrants
Learn everything you need to know about warrants, including what they are, their key components, and when to issue them.
View
Equity Education
March 2025
Incentive stock options (ISO)
Learn everything you need to know about incentive stock options, including how ISOs work, tax benefits, and how ISOs differ from other types of equity.
View
Equity Education
March 2025
Warrants vs. options
As your company grows and scales, you may have to issue both stock options and warrants at one point or another. What's the difference between the two?
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