Equity Management
Cap table management
PE firms use Carta Cap Table to stay aligned with portfolio companies on equity—tracking ownership and economic terms with live data, running waterfall models for exits and diligence, and managing equity issuance all in one platform.
Key takeaways
- Run waterfall models and diligence scenarios from live cap table data.
- Issue equity, track ownership, terms, and cap structure across portfolios.
- One dataset powers your cap tables, waterfall models, and valuations.
Transcript
This is cap table management, part of equity management in Carta's ERP for private capital. When cap tables are managed in spreadsheets, ownership is hard to reconcile, and exit prep turns into a fire drill. Carta gives PE firms and their portfolio companies a shared source of truth. See the Portco's live cap table: every equity interest, its class economics, and current ownership in one view.
Slice by share class or stakeholder and filter on unit classes or securities. Use as of date filtering to pull the cap table as of any date, critical for quarterly valuation inputs, audit requests, or transaction diligence. Issue new equity in platform, membership units, profits interests, or phantom equity. Configure performance conditions and vesting schedules to match your deal terms.
Exercise payments, settle in Carta, and update the cap table in real time. For exit and secondary scenarios, run waterfall models directly from the live cap table, so distributions are always based on current ownership. Instantly export detailed equity reports in Excel to make LP reporting, 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.
Only Carta's ERP gives PE firms real time portfolio wide visibility into every Portco cap table with the same data powering your waterfall models and portfolio valuations.
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