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Issue shares. Raise money. Stay compliant.Explore the suite
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 from real experts

Total Compensation

Get reliable salary and equity benchmarks for every role, level, and region

Liquidity

Execute secondary transactions that fully integrate with your cap table

QSBS Attestation

Optimize your equity tax benefit with the Qualified Small Business Stock (QSBS) tax exemption

Carta 401(k), powered by Vestwell and Morgan Stanley
Carta 401(k)

Launch, scale, and manage a Carta 401(k), powered by Vestwell and Morgan Stanley

Manage LPs. Model Scenarios. Track Performance.Explore the suite
Fund Administration

Automate your back office with solutions from reporting to closings

Fund Forecasting

Guide your fund's strategy with data-driven precision from forecasting to modeling

Fund Tax

Unlock a seamless tax season with your fund accounting and taxes in one place

Portfolio Valuations

Unlock accurate valuations with centralized data collection, calculations, and reporting

SPVs

Form, close, and administer your SPV on a platform build for every investor

Loan Operations

Automate every step and workflow with a connected loan solution

Deal CRM

Turn your collective network into a deal-winning relationship engine

LP CRM

Centralize investor intelligence and automate your fundraising flywheel

LP Portfolio Analytics

Tap into private market AI to manage your alternative investment data

Capital Call Lines of Credit

Capitalize on any investment with access to capital outside your regular call cadence

ERP for private capital
ERP for private capitalNew

Run fund admin, portfolio analytics, and valuations in one intelligent system

AI-powered workflows. Expert oversight. Scalable legal ops.Explore the suite
Compliance

Drive defensible decisions with automated AML, KYC, and investor onboarding

Contracts

Eliminate deal friction with AI-powered redlining and rapid contract execution

Fund Services

Simplify complex transfers with a fully managed, expert-led LP transfer service

Introducing Carta Law
Introducing Carta LawNew

Transform transactional workflows with an AI-native law firm, powered by our acquisition of Avantia Law

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Private Equity Solutions
Private Equity Solutions

The first unified software suite delivering precision and control

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Equity Management

Find the solutions you need to drive your business forward at any stage

Fund Management

Scale funds of any size with unified, end-to-end workflows

Carta Launch
LaunchFree

For early-stage founders to manage equity and build their cap table

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PE Executive Equity Report
PE Executive Equity Report

Data on how PE-backed firms use equity to attract and retain talent

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Founder Education

How to create a winning Series A pitch deck
How to create a winning Series A pitch deck
Writing a strong Series A VC pitch deck can help set your company up for powerful scale.
A new equity paradigm for private companies: liquid RSUs
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.
Carta’s Private Markets Report – Q4 2020
Carta’s Private Markets Report – Q4 2020
Carta's Private Markets Quarterly Report examines trends across venture-backed companies and security holders in private companies.
Stock option plan template
Stock option plan template
Creating a stock option plan is an intimidating process. As you work with your law firm, these example templates can help you demystify it.
Avoid these common mistakes when issuing stock options to employees
Avoid these common mistakes when issuing stock options to employees
Issuing options is a complex and delicate process. Avoid these five common mistakes to make sure you're doing it right.
Why employees don’t exercise stock options—and what companies can do to help
Why employees don’t exercise stock options—and what companies can do to help
Many employees don't exercise stock options. We explore why and suggest ways companies can empower employees to become owners.
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Carta For
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  • See more >
Compare
  • Best Cap Table Software
  • Best Fund Administration Software
  • Best Private Equity CRM
  • Carta vs. Pulley
  • Carta vs. AngelList
  • Carta vs. Shareworks
  • Carta vs. Pave
  • Carta vs. Aduro
  • Private Equity
  • Venture Capital
  • Private Corporations
  • LLCs
  • Private Credit
  • Fund of Funds
  • Carta Equity Suite
    • Cap Table Management
    • 409A Valuations
    • SAFE Financings
    • Financial Reporting
    • Equity Advisory
    • Total Compensation
    • Liquidity
    • QSBS Attestation
  • Carta Fund ERP
    • Fund Administration
    • Deal CRM
    • Fund Tax
    • SPVs
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    • Portfolio Valuations
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  • What's new in product
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  • Equity Management Guide
  • Cap Table Guide
  • 409A Valuation Guide
  • QSBS Guide
  • Fund Management Guide
  • Fund Administration Guide
  • Private Equity Guide
  • Venture Capital Guide
  • See more >
  • Best Cap Table Software
  • Best Fund Administration Software
  • Best Private Equity CRM
  • Carta vs. Pulley
  • Carta vs. AngelList
  • Carta vs. Shareworks
  • Carta vs. Pave
  • Carta vs. Aduro
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