Manage ownership in any business

Audit-ready valuations

Request and receive accurate valuations—fast

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  • 409A valuations
  • Liquidation threshold support
  • Profit interest valuations
  • IRS/SEC compliant valuations
  • Expert support
  • Quick turnarounds
Financial Reporting

Automated ASC 718 expense and disclosure reports

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  • Automated financial reporting
  • Disclosures
  • Audit support
  • Expenses
  • On-demand reporting
  • Customizable reports
Scenario Modeling

Custom scenario modeling engine for private equity firms

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  • Automated scenario modeling
  • Exit and payout scenarios
  • Quarterly valuation analysis
  • Executive comp insights
  • Connected modeling tool
  • Spreadsheet-free analysis
Carta LLC

The equity management platform built for LLCs and private equity-backed companies.

  • Automated cap table management
  • Centralize equity and tax documents
  • Dedicated interest holder portal and equity transparency
  • Calculate and track distributions
  • Manage ownership across multiple entities
  • Distribute Form K-1s to interest holders
  • Automatically generate 83(b) forms for profits interests
  • Set up execute interest holder agreements

Frequently asked questions

What types of securities can be managed on Carta LLC?

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 LLC?

Carta LLC is built to track all of your entities ownership in one account. Admins can toggle between the captables and view multi-entity ownership structures all 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.

Start managing your equity with Carta