Toggle menu
Products
For Companies
For Venture Capitalists
For LLCs
For Companies
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
Get started for free
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
Learn more
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
Learn more
Solutions
BY ROLE
For Founders
Find solutions to build and scale your business-from issuing equity to IPO
For Investors
Leverage solutions to support firms at every stage to spend more time on deals
For Law Firms
Help your clients issue equity, keep cap tables up to date, and stay compliant
BY INDUSTRY
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
Fundraising
Get tools and services for an easier and more cost-effective fundraise
Learn more
Pricing
PRICING & PLANS
For Companies
Find the solutions you need to drive your business forward at any stage
View details
For Venture Capitalists
Providing VCs with an automated back office to help them run funds of any size
View details
For LLCs
Built for LLCs and PE-backed companies to manage ownership
View details
Launch
For early-stage founders to manage equity and build their cap table
Get started for free
Resources
LEARN
Carta Classroom
Education
Blog
Events & webinars
Case studies
FREE TOOLS
Launch
Founder Studio
Startup Stack
FOR PARTNERS
Carta for Partners
Accelerators
API Developer Platform
New
SUPPORT
Contact support
Support articles
API documentation
Community
Company
COMPANY
About us
Executive team
Policy Desk
Diversity, equity, and inclusion
PEOPLE
Life at Carta
Careers
Engineering
NEWS
Product release notes
Press
Innovators Summit
View the conversations, panels, and interviews from the Summit
Watch now
Sign In
Request a demo
Explore by Topic
409A Valuations
Announcements
Building Carta
Capdesk
Carta
Carta 2024 Innovators Summit
Carta Launch
Compensation
Compliance
CTC
Data & Research
Educational Essentials
Employee Resource Center
Equity
Equity Education
Equity Pool
Featured
Forecasting
Founder Education
From Our CEO
Fund Administration
Fundraising Files
How We Work
Initial Public Offerings
Investors
Issue Briefs
Late-Stage Private Companies
Life Sciences
Limited liability companies
Liquidity
Markets
Partner Newsletter
Partner Stories
Podcasts
Policy
Policy Newsletter
Private Companies
Product Education
QSBS Attestation
Startup Fundraising
Trends
Vauban
Venture Capital
Share on Facebook
Share on Twitter
Share on Linkedin
Share by Email
How We Work
M&A: A definitive guide to mergers and acquisitions
Learn the basics of M&A transactions and how to navigate support, tools and other helpful solutions in this complete guide.
Modernizing 409A valuations for early-stage companies
Getting a 409A valuation should be as easy as buying stock online. Here's how our team is working to make that possible.
What it’s like to be a fund administrator at Carta
Instead, we make tools in-house that the fund administrators need to do their jobs every day. The typical fund administrator role is being automated over time
The Carta 409A valuation process
In this post, we fully detail the Carta 409A valuation process from initial request to an audit-defensible final report.
Meet Carta’s Fund Admin team
Our fund administration leadership team brings over 40 years of combined experience to Carta. Meet them and see how we can help your firm.
Closing the gender gap in equity: How to fix historical errors in equity distribution
How Carta worked to close the gender gap in equity-based compensation at our company and what we learned in the process.
1
2
3
4
Next