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From issuing early equity to IPO, build and scale your business on one platform
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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
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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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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
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Track tasks, message fund admins, and make approvals-from anywhere
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Built for PE funds and portcos (LLC or C-Corp) to manage ownership
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Fundraising Files
How a Spanish solar startup found its way in the 'different world' of the U.S.
SolarMente's founder sought a way to access U.S. networks while building a business overseas. It led to a spot in Y Combinator, a $50M funding round, and investment from a famous actor.
How dataroomHQ raised $3.5M through a cold LinkedIn message
In a tough fundraising environment, founder and CEO Jeff Schwartz saw an opportunity to tout the product he was building to an investor. The result: a term sheet.
How Expanso closed big seed round in 'crazy' fundraising conditions
Former Google and Microsoft alum David Aronchick methodically prepared his open-source Bacalhau spinout, then moved quickly to raise $7.5M.
In tough Series B landscape, Kahuna uses fundraising data and tools to gain edge
The enterprise SaaS company focused on a small circle of potential investors—and armed itself with the latest trends in valuations—to conduct a successful fundraise.
Pre-revenue and pre-product? No problem for founder's fundraise
Cybersecurity company Dapple Security followed up its SAFE with a priced seed round. The keys? Founder-market fit and communicating a vision to investors.
How a midwestern B2B fintech overcame the odds in a tough fundraising market
In the first installment of Carta's new Q&A series, it took more than 150 meetings—mostly on Zoom—for Alphathena to buck geography and a challenging environment.
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