CAP TABLE MANAGEMENT
Stop managing your cap table in a spreadsheet
Carta cap table management software updates automatically when you issue electronic securities, raise a round, or get a 409A valuation. So you can always trust Carta as your source of truth for equity information.
CAP TABLE MANAGEMENT
Trusted by over 10,000 private companies
Your single source of truth
Carta capitalization tables update with every transaction, so it stays accurate with little effort.
Lower legal fees
Issue securities and access your cap table on Carta—no need to email your lawyer.
Carta offers tax forms, expense accounting, and 409A valuation services.
Issue options, without the paperwork
Employees prefer Carta
Issue employee stock options and collect signatures directly from Carta; your online cap table will get updated every time with no additional work. When employees are ready to exercise options, Carta handles the entire transaction.
Equity management made easy
Carta offers comprehensive support for all security types. Issue preferred stock, restricted stock awards, restricted stock units, profits interests, warrants, convertibles notes and SAFEs, and more.
CAP TABLE MANAGEMENT SOFTWARE
Keep your cap table up to date
Easy to manage
Never worry about out-of-date or incorrect spreadsheets. Carta’s cap tables update in real time, so you don’t waste effort on manual updates.
Secure shared access
Share your cap table with your legal team and investors, and set permissions to keep information secure. When you fundraise, need a 409A, have an M&A event, or IPO, no one will have to clean up or prep your cap table — the final version will be in Carta and ready to go.
Get the reports you need
Auditor-ready expense accounting
With your cap table on Carta, you can pull ASC 718 reports any time. The reports are auditor-ready and include all formulas.
Prep for your next round
Carta gives you a better understanding of how fundraising will impact dilution and payouts. Create round-modeling worksheets, pro-forma cap tables, and detailed waterfall payouts right in our platform.
Carta has built-in checks to ensure compliance when issuing equity. Our checks include Rule 701, Rule 144, and the ISO $100K limit.
Get audit-defensible 409As
With your cap table already on Carta, you can save time and money getting a 409A valuation. We are the leader in 409A valuations and are regularly audited by the “Big 4” accounting firms.
FROM THE BLOG
Cap tables are broken
When cap tables get to our onboarding managers they are often wrong. Frequently, transactions happen, but are not recorded in the cap table. And the further away from a financing round, the worse the entropy.