Carta for Private Equity Firms

Manage your portfolio companies all in one platform

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.

How does Carta help you manage equity?

icon-carta

Centralized source of truth

With all equity transactions taking place on Carta, cap tables are updated automatically and always accurate.

icon-carta

Streamline your equity issuance

Deal teams can spend less time updating cap tables and issuing securities, giving them time back to focus on making deals.

icon-carta

Preferred by stakeholders

Participants are kept up to date with in-app communications and are able to easily accept securities and track their vesting.

icon-carta

Automate K-1 distributions

Instead of manually sending K-1s every year, Carta will securely send them for you.

icon-carta

Waterfall modeling

Plan for the future. Understand the payout at various exit scenarios and run quarterly valuations.

icon-carta

Audit-ready valuations

Get fast liquidation threshold and profit interest valuations.

Meet a few of our investors

Lightspeed logo - bw Goldman Sachs logo - bw Andreesen Horowitz logo - bw Menlo Ventures logo - bw Tigerglobal logo - bw
Work with Carta
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.