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All Equity Management
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
Liquidity
Execute secondary transactions that fully integrate with your cap table
Total Compensation
Get reliable salary and equity benchmarks
Launch
For early-stage founders to manage equity and build their cap table
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For Venture Capitalists
All Venture Capital
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
ASC 820
Get audit-ready valuations for consistent financial reporting
Capital Call Line of Credit
Access capital outside your regular call cadence
Carta Carry
App
Track tasks, message fund admins, and make approvals-from anywhere
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For Private Equity
All Private Equity
View, track, and manage multi-entity LLC ownership or your PE fund
Fund Administration
Automate your back office with solutions from scenario modeling to closings
Fund Tax
Unlock a seamless tax season with your fund accounting and taxes in one place
ASC 820
Get audit-ready valuations for consistent financial reporting
Cap Table Management
Manage equity plans with diverse vesting schedules and distribution rules
Waterfall Modeling
Run any waterfall model with a bespoke modeling engine.
Valuations
Get audit-ready 409A, liquidation threshold, or profit interest valuations
Financial Reporting
Generate automated and audit-defensible ASC 718 reports
Distributions
Streamline distributions through cap table and waterfall integration
PFA Rules
Free
Learn more about new private fund adviser rules and what these changes mean for your fund
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For LLCs
All Equity Management for LLCs
Track, manage, and view multi-entity ownership structures in one place
Cap Table Management
Manage equity plans with diverse vesting schedules and distribution rules
Waterfall Modeling
Run any waterfall model with a bespoke modeling engine
Distributions
Streamline distributions through cap table and waterfall integration
Valuations
Get audit-ready 409A, liquidation threshold, or profit interest valuations
Financial Reporting
Generate automated and audit-defensible ASC 718 reports
Employee equity guide
Learn how to build an employee equity plan that is right for you
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Leverage solutions to support firms at every stage to spend more time on deals
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Help your clients issue equity, keep cap tables up to date, and stay compliant
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Finance
Access tools and services from audit-ready valuations to compliance support
HR
Get tailored solutions, from extending offers to answering equity questions
Healthcare
Streamline how you manage equity, stay IRS compliant, and generate reports
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Get tools and services for an easier and more cost-effective fundraise
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PRICING & PLANS
For Companies
Find the solutions you need to drive your business forward at any stage
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For Venture Capitalists
Providing VCs with an automated back office to help them run funds of any size
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For Private Equity and LLCs
Built for LLCs, PE-backed companies, and PE funds to manage ownership
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Launch
For early-stage founders to manage equity and build their cap table
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Josh Merrill
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Josh Merrill
Josh leads the Investor Services product team at Carta.
Josh leads the Investor Services product team at Carta.
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Latest from Josh Merrill
How We Work
April 2017
Introducing Carta 4
At Carta, we redesign our product every 18 months. This update will create more easier navigation and introduce new...
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