Carta for Healthcare and Life Sciences
Streamline how you manage equity
From private to public, Carta makes it simple for healthcare and life sciences companies to manage equity, stay IRS compliant with audit-ready 409a valuations, and generate the reports you need, all in one place.
EQUITY MANAGEMENT FOR PRIVATE AND PUBLIC COMPANIES
Beyond cap table management and 409A valuations
Carta understands that healthcare and life sciences companies have unique regulatory and compliance needs. That’s why we’ve built an in-house team with unique industry expertise, and the tools you need to succeed, so that companies can focus on what they do best: advancing human health.
CARTA HELPS 12,000+ COMPANIES MANAGE EQUITY
CARTA PLAN DETAILS
Features and services by plan
Learn more about Carta’s standard plans, as well as additional features and services available to fit your company’s needs here, on the comprehensive plans page.
Cap table management
Everything in Starter
Board meeting management
Everything in Growth
ASC 718 expensing
Rule 701 management
Payroll tax integrations – Beta
Everything in Scale
10b5-1 plan support
Form 144 support
Transfer agent services
EQUITY MANAGEMENT FOR PUBLIC COMPANIES
We’re changing how equity is managed
Carta began serving public companies in 2017 and acquired Philadelphia Stock Transfer in early 2018. As an SEC-registered transfer agent, Carta serves both fast-growing companies going through the IPO process and public companies transitioning from their current equity management solution to Carta. Managing equity can be time consuming, complicated, and expensive. At Carta, we simplify the process.
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 409A valuations, whether you need them annually or quarterly. We are the leader in 409A valuations and are regularly audited by the “Big 4” accounting firms.
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.
SEC-REGISTERED TRANSFER AGENT
Trusted transfer agent services
As a publicly-traded company, you need an SEC-registered transfer agent. Our offering includes annual meeting support, proxy services, and secure, online, 24/7 access to stockholder information and reports.
EMPLOYEE STOCK PURCHASE PLANS
Intuitive participant experience
When you run your Employee Stock Purchase Plans (ESPPs) on Carta, it only takes a few minutes for shareholders to log in, enroll in equity plans, and transact.