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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
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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
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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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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For early-stage founders to manage equity and build their cap table
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Product Education
Your firm’s holdings—at a glance
Carta’s new Firm Overview dashboard allows teams across the firm to share a holistic view of every portfolio company.
Introducing QSBS Attestation
Carta's new offering makes it simple for companies to help their shareholders take advantage of potential tax savings.
PE waterfall modeling: The origin story
Carta engineers create bespoke waterfall models for PE firms and private companies.
Waterfall modeling for private equity firms and private companies
Carta now offers PE firms and PE-backed companies a customized waterfall modeling tool that integrates directly with company cap tables.
Carta’s Activity tab is your back-office command center
Carta Fund Admin launched an Activity tab that makes it easier for VCs to communicate requests to their fund admins.
Buy and sell private company shares with one click
Investors who use Carta's Fund Admin services can now express interest in buying or selling private company shares with a new “buy/sell” button.
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