With a central system to manage your entire portfolio, Carta allows you to keep tabs on each company, see cap tables in real-time, and view your consolidated portfolio — all from one place. Let us know how we can help you manage your portfolio.
With all equity transactions taking place on Carta, cap tables are updated automatically and always accurate.
Deal teams can spend less time updating cap tables and issuing securities, giving them time back to focus on making deals.
Participants are kept up to date with in-app communications and are able to easily accept securities and track their vesting.
Instead of manually sending K-1s every year, Carta will securely send them for you.
Plan for the future. Understand the payout at various exit scenarios and run quarterly valuations.
Get fast liquidation threshold and profit interest valuations.
Carta is not just for your portfolio companies. We help thousands of investors with equity management, fund administration, ASC 820 valuations, and portfolio management and analytics.
Our team will work with you to tailor a solution suited to your portfolio and fund structure. We can work across equity structures, investment strategies, and operating practices.