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From issuing early equity to IPO, build and scale your business on one platform
Cap Table Management
Issue, track, and process payments for your company's equity securely
409A Valuations
Enter audits with confidence with tailored, cost-effective valuations
SAFE Financings
Issue SAFEs, collect signatures, and move money securely on one platform
Financial Reporting
Generate your latest stock-based compensation reports in a few clicks
Equity Advisory
Empower your team with actionable tax and equity knowledge
Total Compensation
Get reliable salary and equity benchmarks
Liquidity
Execute secondary transactions that fully integrate with your cap table
QSBS Attestation
Optimize your equity tax benefit with the QSBS tax exemption
Launch
For early-stage founders to manage equity and build their cap table
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Fund Management
All Fund Management
Leverage a suite of products and services to support your firm at every stage
Fund Administration
Automate your back office with solutions from scenario modeling to closings
Fund Formations
Form your fund, administer the first close, and execute capital calls in six weeks
Fund Tax
Unlock a seamless tax season with your fund accounting and taxes in one place
SPVs
Form, close, and administer your SPV in just a few clicks
Forecasting & Planning
Guide your fund’s strategy with data-driven precision
ASC 820
Get audit-ready valuations for consistent financial reporting
Capital Call Line of Credit
Access capital outside your regular call cadence
Carta Carry
App
Track tasks, message fund admins, and make approvals-from anywhere
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For Equity Management
Find the solutions you need to drive your business forward at any stage
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For Fund Management
Providing VCs with an automated back office to help them run funds of any size
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For Private Equity
Built for PE funds and portcos (LLC or C-Corp) to manage ownership
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For early-stage founders to manage equity and build their cap table
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For founders
From issuing your first SAFE to celebrating your IPO, let us guide you through the ins and outs of building your startup.
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For investors
Forming your first fund? Get to know the basics of private equity and venture—from metrics to legal structures.
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For employees
Get the information you need to unlock the power of your equity compensation.
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Popular articles
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISO) in 2024? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return in 2025.
Capital gains
Capital gains are profits you make from selling a capital asset. Learn the difference between short-term and long-term capital gains and how taxes work for each.
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
Advisory shares
Learn what advisory shares are, how they work for early-stage companies, and how to start issuing equity to your advisors with this comprehensive guide.
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISO) in 2024? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return in 2025.
Capital gains
Exercising stock options
Advisory shares
View more
Video curriculums
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
VIDEO COURSE
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
VIDEO COURSE
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
VIDEO COURSE
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
VIDEO COURSE
Startup Fundraising 101
Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
Venture Capital 101
Learn the fundamentals of starting a venture capital fund.
Cap Table 101
Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
Equity 101
Learn everything you need to understand and navigate the power of equity, one step at a time.
LLC Blueprints
Bring the power of employee ownership to your company with this guide on six LLC equity types and how to implement them.
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Popular tools
Cap table template
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Option pool calculator
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2024 AMT calculator
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Burn rate calculator
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Latest articles
Equity
December 2024
Taxation on Employee Stock Ownership Plans (ESOPs) in Southeast Asia
ESOPs have emerged as a pivotal tool for incentivizing and retaining talent while aligning employee interests with company success. But navigating the taxation complexities in this diverse region can be challenging.
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Data & Research
December 2024
Startups are renewing their embrace of tender offers in 2024
The number of new tender offers administered by Carta has now increased in five of the past six quarters. That includes Q3, which saw 26 new tender offers—the highest quarterly total since the boom times of 2022.
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Equity Education
December 2024
Fully Diluted Shares
Learn what fully diluted shares are and how to calculate your company's fully diluted share count. We'll also explain key differences between fully diluted shares, authorized shares, and outstanding shares.
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Fundraising Files
November 2024
How this psychedelic drug company went private and raised a $103M Series A
The CEO of Reunion Neuroscience, a company developing a drug to treat postpartum depression and mental health distress related to cancer, took a unique approach to advance company goals.
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Announcements
November 2024
Streamlining equity issuance with Carta’s Draft Option API
This integration allows shared customers with our partners to draft option grants and generate legal documents for issuing equity directly from the Carta dashboard.
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Data & Research
November 2024
State of Private Markets: Q3 2024
In the aftermath of the remarkable pandemic bull run of 2021 and early 2022, the venture market has settled into a new normal. The third quarter showed upward trends at the later stages in deal activity and M&As.
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Founder Education
November 2024
Business tax deadlines 2025: Corporations and LLCs
Key tax deadlines are coming up in 2025 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.
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Private Companies
September 2024
Black-Scholes Model (BSM)
Learn how to use the Black-Scholes Model to value stock options in a private company, including the BSM formula, key assumptions, and limitations.
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Late-Stage Private Companies
September 2024
Rollover equity
Learn how rollover equity works during PE M&A deals, including advantages, disadvantages, and tax treatment for buyers and sellers.
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