PRICING & PLANS | FOR PRIVATE EQUITY

Manage ownership for your company or fund

The equity management platform built for PE funds and portcos.

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Included in every plan

For PE-backed companies (LLCs or C-Corps)
Track ownership, manage equity plans with different vesting schedules and distribution rules
Centralize equity and tax documents
Dedicated interest holder portal and equity transparency
Manage ownership across multiple entities

For PE fund administration
Full-service fund accounting team provides strategic advice and support
Real-time metrics from one centralized dashboard
Comprehensive scenario modeling tools
Expert tax and audit support

Automated financial reporting
Disclosures
Audit support

Tailored to enterprise valuation, exit date, and vesting behavior
Integrated with your cap table
Exportable summaries

Integrated with your cap table
Communicate with stakeholders
Accurately calculate amounts

409A valuations
Liquidation threshold support
Profit interest valuations

Fully or partially manage your valuations process
Accurate, definable calculations
Consistent financial reporting

Easily connect your back office
Get draft K-1s one day after the year ends
Tax filings including Form 1065s

Frequently asked questions

What types of securities can be managed on Carta?

You can manage profit interests, management incentive units, capital interests, phantom units, UARs/EARs, options, preferred units, common units, and LTIPS.

How does ownership management across multiple entities work with Carta?

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.

How does pricing work?

Pricing is based on the number of interest holders. Please get in touch with us so we can customize a quote for your company.

Manage ownership for your company or fund

Get started