Smart. Scalable. Simple.
Core features
Access to everything you need to manage equity
- Automated equity tracking
- Multi-entity cap table management
- Electronic securities and exercising
- Track vesting schedules
- Dedicated interest holder portal
- Custom vesting & distribution rules
- Centralize tax documents
- Manage operating agreements
- Distribute K-1s
- Form 83(b) for profit interests
- Compliance and audit readiness
- Advanced compliance add-ons
- Pull reports in clicks
- Track historical ownership
- Investor and board management
- Secure data rooms
- On-demand cap table reports
- Advanced insights add-ons
Full plan overview
Customize your plan with powerful add-ons
Unlock tools and services to help your company grow with add-on products, available with any paid plan.
Waterfall Modeling
Run any model with our customizable engine
- Integrated with your cap table
- Easily audit every calculation
- Tailored to your operating agreements
Distributions
Accurate distributions without the spreadsheets
- Automated payout calculations
- Individual and historical
- View invested capital balance in real-time
Valuations
Request and receive accurate valuations—fast
- 409A valuations
- Liquidation threshold support
- Profit interest valuations
Financial Reporting
Automated ASC 718 expense and disclosure reports
- Automated, customized reports
- Disclosures and expenses
- Audit support
Carta's LLC platform made it easy for us to offer a consistent equity experience to our employees around the world. My team was also able to more easily track data cleanliness and report out to key stakeholders, when compared to previous platforms.
Timothy Cha
Senior Manager, Relativity LLC
Carta offers us a streamlined platform for various essential tasks. This includes the distribution and execution of award agreements, real-time monitoring of available granted and vested phantom units, and the efficient handling of critical plan documents.
Wilson Hung
Head of Growth, Athena LLC
With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities. Furthermore, all equity holders can easily monitor the performance of their units, whether they be employees, principals, or minority investors.
Pedro Diaz De Leon
Director, Sikich
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FAQs
You have questions, we have resources and answers.
LLCs that require distributions, percentage-based ownership, or look-through ownership (multi-tiered entity structures) are considered complex LLCs.
Add-on products are designed to layer on top of the foundational equity management software, giving teams more flexibility and customization based on their needs.
Pricing is based on the number of entities and interest holders. Please get in touch with us so we can customize a quote for your company.
Carta is built to track all of your entities' ownership in one account. Admins can toggle between cap tables and view multi-entity ownership structures in one place.
You can manage profit interests, management incentive units, capital interests, phantom units, UARs/EARs, options, preferred units, common units, and warrants.
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