Integrate your cap table, waterfalls, and distributions. You’ll never miss a detail or complexity, so you can send distributions confidently.
Make communicating with stakeholders simple. You can notify holders and display individual distribution amounts with a few clicks.
Let Carta do the tracking for you. We update invested capital balances and preferred returns in real-time.
Save time spent on cap table updates and complex calculations to focus on what matters to you.
Just set your allocation method and review the details. Choose to use your waterfall rules, set a pro rata distribution, or upload a custom allocation. Now, manual formula updates and cell changes become a thing of the past.
Respond to questions such as, “What’s my equity worth?” easily. The answer won’t be hidden in dozens of files and hours of math. Get the information you need from Carta, at any time.