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Introducing CartaX

Private & Liquid

Being private and liquid gives companies the most powerful benefit they can offer their employees and investors—the ability to unlock the value of their ownership.
Learn more about CartaX »

CartaX logomark

Why Carta?

Equity. Simplified.

Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans.
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Introducing CartaX

Being private and liquid gives companies the most powerful benefit they can offer their employees and investors—the ability to unlock the value of their ownership.

Trusted by over 20,000 Companies

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Private Companies

Streamline how you manage equity from founding to IPO

Cap table software, secondaries & 409A valuations

Lawyers

Manage equity with your clients

Built in compliance checks, streamlined workflow & discounts for your clients

Investors

Modernize how you manage your portfolio and back office

Fund admin, valuations, scenario modeling & portfolio insights

Features

One platform, everything you need to manage equity

Cap table management

The source of truth for your company's equity

409A valuations

The leader in audit-ready, fast, cost effective 409As

Liquidity

Offer liquidity by running one-off transactions, tender offers, and stock buybacks

Transfer agent

Carta is an SEC-registered transfer agent with best-in-class software

Electronic securities

Issue electronic securities to stakeholders, who can accept and exercise on Carta

Scenario modeling

Sensitivity and breakpoint analysis, payout and dilution modeling

Fund administration

Full-service fund accounting with real-time views of your financials

Portfolio dashboard

Portfolio data collection and a dashboard showing performance

ASC 820

Accurate, on-time valuations from our team of experienced analysts

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Get in touch to discuss plans and pricing