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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
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
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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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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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.
Fundraising
March 2025
Venture debt financing
Learn how venture debt financing works for startups and how venture debt compares to alternatives like traditional loans, equity financing, and private credit.
View
Equity Education
February 2025
83(b) election
The tax implications of an 83(b) election vary by the type of equity you hold. In this article, we cover important due dates, filing information, and what to include in form 83(b).
View
Announcements
February 2025
New from Carta: The most efficient way to manage your portfolio
Carta makes it easier for investors to manage and monitor their investments—with a range of tools designed to simplify fund operations, streamline reporting, and track portfolio performance.
View
Announcements
February 2025
Turn your investors into trusted partners with Carta’s Investor Relations tool
Carta has launched new tools to help startups forge stronger relationships with investors, built on transparency and trust.
View
Educational Essentials
February 2025
Cap tables
In this article, we explain everything early-stage founders need to know about cap tables, including how to build a cap table, manage company ownership, and prepare for fundraising.
View
Founder Education
February 2025
Form 3921
If any of your employees exercised an ISO in the last tax year, your company is required to file Form 3921 with the IRS. Learn how and when to file IRS Form 3921.
View
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