INVESTORS ON CARTA
Trusted by over 14,000 companies and investors
Free portfolio view
Accept securities and access your portfolio company’s cap tables. View everything on a free dashboard.
With our Fund Admin plan, see up-to-date metrics, like your internal rate of return, on your real-time fund dashboard.
Our team of experts will partner with you to manage your back office and value your holdings.
TRACK YOUR PORTFOLIO
Free dashboard to track your holdings
When your portfolio companies use Carta to manage their cap tables and issue electronic securities, you automatically get a free dashboard where you can track your holdings. Just accept your securities on Carta, and log in to see your dashboard.
ACCESS PORTFOLIO COMPANY CAP TABLES
Real-time portfolio company data
When a portfolio company issues you a security on Carta, you can request access to their cap table. You’ll then see details like cash raised, last preferred valuation, and your ownership percentage. If you’re a Carta customer, you can use Carta’s waterfall and round modeling tools when companies grant you cap table access.
VENTURE FUND ADMINISTRATION
Full-service fund administration
Carta fund administration combines exceptional service and real-time technology. We’ll maintain your general ledger and other accounting statements, provide you with analytics and reporting, and help you with cash management. See real-time metrics like IRR on desktop or mobile, anytime.
ASC 820 VALUATIONS
Get audit-ready ASC 820 valuations
Carta’s team of analysts have performed thousands of valuations. Our team leverages best-in-class technology for increased accuracy and fast delivery. If you prefer to run your own valuation, we also offer a self-service ASC 820 tool that will guide you step by step.
Model term sheets more quickly
Carta offers sensitivity and breakpoint analysis, payout and dilution modeling, and pro forma cap tables so you can understand the impacts of terms, fundraising, and exits. Plus, our visualizations look great on slides.
SAFEKEEPING & CUSTODY
Send Carta your certificates for safekeeping
Stop storing certificates in your desk drawer. Send us your certificates for safekeeping for free or upgrade for custody services. We’ll then digitize your securities make sure your portfolio information is up to date on the Carta platform.
Carta partners with VCs and accelerators
When your entire portfolio manages equity on Carta, you can accept your securities, access shared cap tables, and see portfolio analytics in one place. Join our partner program to get a discounted rate for your portfolio and more.