Cap table management
Cap table management that scales with you
Easily view, track, and issue equity on a secure platform that grows alongside your business. No more spreadsheets, no more errors.
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 ownershipCap table and security holder management
- Issue shares directly to stakeholdersElectronic securities, stock transfers
- Build employee equity plansEquity plan generation, electronic exercising
Scale efficiently with streamlined workflows for fundraising, issuing securities, and managing equity, all connected to your cap table.
- Automatic stakeholder updatesHRIS integration, payroll integration
- Secure money movementSEC transfer agent, ACH and wire transfers
- Streamline stakeholder communicationsData room, board consents, investor updates
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 demand409A valuations, GAAP and IFRS reporting
- Easily generate compliance formsQSBS attestation, Rule 701 management
- Stay ready for tax season83(b) electronic filing, Form 3921
Watch a quick tour
As your company grows and becomes more complex, managing your cap table doesn’t have to be.
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.
409A Valuations
Stay compliant with fast, accurate valuations connected to your cap table.
Financial Reporting
Create detailed, accurate stock-based compensation reports on demand.
Scenario Modeling
Understand the impact of future fundraising rounds on your ownership.
Trusted by over 40,000 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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