Cap table management
Cap table management that scales with you
Build your foundation
Simplify your equity plan with cap table software that lets you issue and track shares, as well as process payments securely from one platform.
- Manage company ownership
Cap table and security holder management
- Issue shares directly to stakeholders
Electronic securities, stock transfers
- Build employee equity plans
Equity plan generation, electronic exercising
Fast-track your growth
Scale efficiently with streamlined workflows for fundraising, issuing securities, and managing equity, all connected to your cap table.
- Automatic stakeholder updates
HRIS integration, payroll integration
- Secure money movement
SEC transfer agent, ACH and wire transfers
- Streamline stakeholder communications
Data room, board consents, investor updates
Stay compliant, automatically
Experience peace of mind with built-in compliance support that helps you follow the rules, even if you don’t know them all.
- Get audit-ready reports on demand
409A valuations, GAAP and IFRS reporting
- Easily generate compliance forms
QSBS attestation, Rule 701 management
- Stay ready for tax season
83(b) Form, Form 3921
Watch a quick tour
As your company grows and becomes more complex, managing your cap table doesn’t have to be.
Are you an early-stage founder? Build your cap table for free with Carta Launch.
Your cap table is just the beginning
Unlock tools and services to help your company grow—all from a single platform.
SAFE Financings
The easiest way to fundraise for early-stage founders. Issue in three clicks.
Learn more
Trusted by over 50,000 companies
It’s completely revolutionized our business. I’m always telling my peer companies, if you’re not on Carta, you’re just telling investors and employees that you don’t care to be transparent and accountable.
Mac Clemmens
Founder, Streamline
It’s a lot harder to clean up a mess afterward than prevent it. I tell new founders: if you can start your cap table clean and organized from the beginning, it’s so much easier than having to come back later to fix it.
Sunil Saha
Co-founder and CEO, Perkville
We needed to build for the future. We could have continued on the path we were continuing on before for a couple years, but made the switch to Carta for the future of the business.
Chris Bacon
Director of Finance, Veerum
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The Change Agents Briefing
Related resources
- Article
Cap Table 101
Watch the video series designed to help early-stage founders master cap table management.
- Article
Board Management
Learn the ins and outs of board management and how to work effectively with your board.
- Article
What is an option pool?
An option pool is a block of shares set aside so that equity can be issued later. Learn about the role they play.
- Collections
Carta Classroom
Your space to learn everything about equity, venture capital, ownership, and the Carta platform.
FAQs
You have questions, we have resources and answers.
Scalable cap table management
