Cap table management

Q: Can I get a demo of the cap table management product?

You can sign up for a demo here, or take a video tour to learn more on how this cap table management software works.

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.

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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

Woman using laptop showing UI of building equity plan

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

3 people sitting together showing funds received UI

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) 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.

Take an interactive tour

Are you an early-stage founder? Build your cap table for free with Carta Launch.

Get started for free

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

Cap Table 101

Watch the video series designed to help early-stage founders master cap table management.

Board Management

Learn the ins and outs of board management and how to work effectively with your board of directors.

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.

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.

Yes. If you're a company with under 25 employees and raised up to $1 million, you can sign up for Carta Launch and access a full suite of equity management software—for free. Learn more here .

You can sign up for a demo here , or take a video tour to learn more on how this cap table management software works.

Once you sign up, the implementations team will provide full support as you get started. Depending on the size of your company, you can be onboarded onto Carta in a matter of hours.

Carta has a robust defense-in-depth strategy to safeguard customers’ data. Learn more here .

Yes, Carta has helped hundreds of LLCs and Private Equity firms implement equity plans and manage ownership. Learn more about cap table management for LLCs here or PE here .