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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
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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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.
Equity
August 2024
Thinking of issuing ESOPs? Here’s what you need to know
Our ESOP Playbook gives you APAC-specific market insights, a step-by-step implementation guide, and practical tools to help you craft an Employee Stock Ownership Plan that works for your startup.
View
Limited Liability Companies
August 2024
Generate legal agreements and issue interests seamlessly with Carta's tools for LLCs
Learn how Carta’s Agreement Execution tool automates and centralizes the interest-agreement signing process, saving LLCs and interest holders time, effort, and resources.
View
CTC
August 2024
Introducing Carta Total Compensation for non-Carta cap table customers
Carta Total Compensation is now available for all companies—not just Carta cap table customers. All private companies can now access Carta's equity and salary benchmarks to make smarter, data-driven compensation decisions.
View
Founder Education
July 2024
Board management
Learn the ins and outs of board management and how to work effectively with your board of directors. Download Carta’s board deck template to get started.
View
Limited Liability Companies
July 2024
LLC membership interests
Learn about LLC membership interests, when they can be issued, and how to transfer units among members. We'll also cover the differences between membership interests and equity compensation.
View
Limited Liability Companies
June 2024
LLC funding
Learn how fundraising works for limited liability companies, including the differences between funding for LLCs vs. corporations, and what types of investors are available.
View
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