Private Equity

This is cap table management for PE backed companies, part of equity management in Carta's ERP for private capital. When your cap table lives in spreadsheets or in a system that isn't built to share with your investors, numbers drift, ownership becomes hard to reconcile, and reporting turns into a fire drill, especially during quarterly reporting cycles, audits, or exit prep. With Carta, your company manages a single accurate cap table that can be securely shared with your investors, law firm, and advisers. Everyone works from the same ownership and financing data without duplicative records or manual reconciliation.

From the company view, you can slice the cap table by unit class or stakeholder. Easily see who holds what, including equity type, outstanding ownership, fully diluted ownership, and cash raised. Carta has customizable permissions, so you can grant access to your investors to see their holdings, the full cap table, or even to manage and issue equity directly. This makes it easy to answer investor questions, prep board materials, and validate numbers.

Need a point in time snapshot? Use as of date filtering to see the cap table as of any chosen date. Critical for quarterly reporting, audits, or historical data requests. Issue new equity in platform from MIUs to PIUs to RSUs.

Configure vesting rules or performance conditions to match your deal terms. Because Carta supports ACH and wire transfers directly in platform, exercise payments and settlement flows are reflected on the cap table in real time. For exit scenarios, you can run custom waterfall models directly from the live cap table, so distributions are always tied back to current ownership. Instantly export detailed equity reports in Excel to make fundraising board meetings and investor requests a breeze.

Carta's communication center makes it easy to send investor updates with a one time snapshot of your financials, reducing email back and forth and ensuring your team has the latest numbers. Carta's ERP gives you real time visibility and control over your cap table, creating a single system of record for you and your investors.