Skip to content
Sign inRequest a demo
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

By Business Type

Private Equity
Venture Capital
Private Corporations
Private Credit
Fund of Funds

By Industry

Finance
HR

By Role

For Founders
For GPs
For Law Firms
Private Equity Solutions
Private Equity Solutions

The first unified software suite delivering precision and control

Pricing and Plans

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

Learn

Carta ClassroomEducation
Data Desk
Blog
What's new in product
Virtual events
Case studies
ERP Demo Library

Community

Community
Training

Partners

Partners
Accelerators
API Developer PlatformNew
Startup Stack

Support

Contact support
Support articles
API documentation

Company

About us
Executive team
Policy Desk
Diversity, equity, and inclusion

People

Life at Carta
Careers
Engineering

News

Product release notes
Press
PE Executive Equity Report
PE Executive Equity Report

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

Explore by Topic

  • 409A Valuations
  • Announcements
  • APAC & MENA
  • Building Carta
  • Carta
  • Carta 2024 Innovators Summit
  • Carta Launch
  • Carta Law
  • Compensation
  • Compliance
  • CRM
  • CTC
  • Data & Research
  • Educational Essentials
  • Employee Resource Center
  • Equity
  • Equity Education
  • Europe
  • Featured
  • Founder Education
  • From Our CEO
  • Fund Administration
  • Fund Tax
  • Fundraising
  • Fundraising Files
  • How We Work
  • Initial Public Offerings
  • Innovator Stories
  • Investors
  • Issue Briefs
  • Late-Stage Private Companies
  • Latin America
  • Limited Liability Companies
  • Liquidity
  • Markets
  • Policy
  • Policy Newsletter
  • Private Capital Spotlight
  • Private Companies
  • Private equity regulatory insights
  • Product Education
  • Special Purpose Vehicles
  • Trends
  • Valuations
  • VC Spotlight
  • Venture Capital
Share on FacebookShare on TwitterShare on LinkedinShare by Email

Policy

Sections 3(c)(1) and 3(c)(7) of the Investment Company Act
Sections 3(c)(1) and 3(c)(7) of the Investment Company Act
Learn the key differences between the exemptions for private funds offered by Section 3(c)(1) and Section 3(c)(7) of the Investment Company Act.
2025 Policy Outlook: Implications for the private capital ecosystem
2025 Policy Outlook: Implications for the private capital ecosystem
Here’s what to expect from Congress and the new administration in 2025 and how the policy agenda will impact the innovation ecosystem—private equity, venture capital, and the startups and small businesses they support.
Carta helps new startups comply with the Corporate Transparency Act
Carta helps new startups comply with the Corporate Transparency Act
Carta Launch will help new startups forming in the U.S. to comply with the Corporate Transparency Act.
How the Corporate Transparency Act impacts private funds
How the Corporate Transparency Act impacts private funds
Many private funds and private fund advisers will be exempt from CTA reporting requirements. But some entities within a fund’s organizational structure may not be covered by an exemption, and are thus subject to BOI reporting requirements
Understanding the Corporate Transparency Act (CTA)
Understanding the Corporate Transparency Act (CTA)
Learn about the Corporate Transparency Act (CTA) for private companies, including reporting requirements, filing penalties, and possible exemptions. Download a free compliance checklist to get started.
Corporate Transparency Act: Issue brief
Corporate Transparency Act: Issue brief
The new Corporate Transparency Act requirements begin January 1, 2024, and business entities subject to the rules will face significant new reporting and recordkeeping obligations.
Previous123456789Next
Carta For
  • Private Equity
  • Venture Capital
  • Private Corporations
  • LLCs
  • Private Credit
  • Fund of Funds
Products
  • 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
    • Fund Forecasting
    • Portfolio Valuations
    • Loan Operations
    • LP Portfolio Analytics
  • Carta Law
    • Compliance
    • Contracts
    • Fund Services
Company
  • About Us
  • Executive Team
  • Careers
  • Press
  • Support
Resources
  • Data Desk
  • Blog
  • Policy Desk
  • What's new in product
  • Virtual Events
  • Case Studies
Education
  • Carta Classroom
  • 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 >
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
    • Fund Forecasting
    • Portfolio Valuations
    • Loan Operations
    • LP Portfolio Analytics
  • Carta Law
    • Compliance
    • Contracts
    • Fund Services
  • About Us
  • Executive Team
  • Careers
  • Press
  • Support
  • Data Desk
  • Blog
  • Policy Desk
  • What's new in product
  • Virtual Events
  • Case Studies
  • Carta Classroom
  • 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
Download on the App StoreGet it on Google Play
© 2026 eShares, Inc. dba Carta, Inc.
LegalPrivacySecurity & Trust