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Equity Management
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
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
Carta Carry
App
Track tasks, message fund admins, and make approvals-from anywhere
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Private Equity Solutions
The first unified software suite delivering precision and control
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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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Launch
For early-stage founders to manage equity and build their cap table
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Discover equity trends and benchmarks for PortCo leadership teams
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Carta
A new equity paradigm for private companies: liquid RSUs
Founders should consider RSU grants, but both single-trigger and double-trigger RSUs come with downsides. At Carta, we built a new way to solve the problem.
Solving the ISO/NSO problem
Interpreting and tracking ISO/NSO splits is complicated. Carta and Orrick have partnered to solve it.
Introducing Carta Total Comp
Carta Total Comp allows you to compare market compensation rates based on real-time salary and equity data. With Carta Total Comp, you can be sure your compensation process is efficient, and your compensation is fair and competitive.
Why Carta came to Singapore
In January 2021, we opened the Carta Singapore office, our first commercial operations in Asia. Here's why we chose Singapore as a starting point.
Build your venture firm with the Carta Edge
The demand for access to the venture capital asset class and startups has boomed in the past decade. With it came an explosion of new VC firms founded to fund
Track record
Track records are a key part of every LP due diligence process; and many times they are required for LPs to invest into your VC fund. How to share your track
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