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.


Carta helps over 40,000 companies manage equity

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See how Immunomedics manages their equity through key milestones on Carta.

A plan for every company

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.

End-to-end fundraising tools and equity management
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  • Cap table management
  • SAFE Financing
  • Scenario modeling
Most popular
Industry-leading valuations and reporting
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  • Everything in Build
  • 409A valuations
  • Equity reporting
Best-in-class compliance and expense management
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  • Everything in Grow
  • Expense reporting
  • Rule 701 disclosures
Launch: Start for free

Hey early-stage founders, there’s a free plan to help companies with less than 25 stakeholders and less than $1M raised in funds issue equity, fundraise, and find support along the way.

Want help deciding? Call us at: 1-833-403-5468

We’re changing how equity is managed

Carta began serving public companies in 2017 and 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.


Automated checks
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 a 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.


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.


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.


The road to IPO

Hear from industry experts from Carta, TriNet, Moss Adams, and FLG Partners as they discuss best practices for companies considering an IPO.

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Start managing your equity on Carta