Cap table management for llcs

Meet the equity platform for LLCs

Track ownership, manage equity, and stay prepped for audit—all on one platform. Now, that's central intelligence.
Product hero | Cap table - LLC | US

Key benefits
01

Automate equity management

No more manual entry or disjointed records. Use a single, interconnected system to manage ownership, issuances, and vesting across every entity.

  • Manage your cap table from one platform

    Track issuance, transfers, and vesting schedules

  • Issue custom equity agreements

    Class designations, payout rules

  • Give interest owners a full view of their equity

    Investor hub, interest holder portal

02

Get clear, accurate data

Performance data. Ownership records. Equity plans. All on demand and in real time, so you can handle investor and stakeholder comms with clarity and confidence.

  • Access real-time insights and records

    Track changes, signatures, and approvals

  • Manage multi-entity investment structures

    Look-through ownership, custom distributions

  • View aggregated performance clearly

    On-demand metrics, insights, and reporting

03

Simplify admin

Equity instruments can be complicated. With tools like custom vesting controls and allocation rules, use one central platform to grow cleanly—without all the mess.

  • Implement and administer equity plans

    PIUs, membership units, phantom equity

  • Generate detailed, standardized reports

    Audit-ready ownership and cap table reports

  • Securely store and distribute documents

    Operating agreements, K-1s, amendments

Get a step-by-step guide to building an employee equity plan for your company.

Don’t Excel yourself short.

Say goodbye to messy spreadsheets, with a connected platform built to handle complex structures—all powered by your cap table.

Waterfall Modeling

Run accurate, traceable models customized to your operating agreement.

Learn more
Private Equity | Feature | Waterfall modeling

Trusted by over 50,000 companies

Harbourview Equity Logo | PE
Off Road Capital Management Logo | PE
The Sterling Group Logo | PE
Veritas Logo | PE
Windjammer Capital Investors Logo | PE
Headshot of Wilson Hung, Head of growth at Athena.
Carta offers us a streamlined platform for various essential tasks. This includes the distribution and execution of award agreements, real-time monitoring of available granted and vested phantom units, and the efficient handling of critical plan documents.

Wilson Hung

Head of Growth, Athena LLC

FAQs

You have questions, we have resources and answers.

Meet the equity platform for LLCs

Track ownership, manage equity, and stay prepped for audit—all on one platform. Now, that's central intelligence.
Cap Table Management for LLCs | Carta