CARTA FOR PRIVATE COMPANIES

Streamline how you manage equity​

Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically.
or contact sales at 1-833-403-5468

CARTA HELPS 14,000+ COMPANIES MANAGE EQUITY

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Why Carta?

Partner with experts in equity management

Your single source of truth

With all equity transactions and information in Carta, your cap table stays up to date with less effort.

Built-in compliance

We help you stay compliant when issuing equity and getting 409A valuations.

Preferred by shareholders

Employees and investors can accept electronic securities, exercise options, and track vesting schedules.

CARTA PLAN DETAILS

Features and services by plan

Learn more about Carta’s standard plans, as well as additional features and services available to fit your company’s needs here, on the comprehensive plans page.

Launch​

Basic cap table management for pre-seed companies​

Talk to your lawyer about access to free basic cap table management for companies with up to 25 security holders and up to $1M raised.

Starter

Basic equity management for early-stage startups​

Growth

Starter + additional compliance & planning features for growing companies

Scale

Growth + integrations to streamline equity compensation at scale​

IPO Ready​

Scale + features & services to prepare you for liquidity, M&A, and IPO​
Talk to our specialists about a custom plan that meets your support, compliance, tax, and reporting needs.​

EQUITY MANAGEMENT FOR PRIVATE COMPANIES

Beyond cap table management and 409A valuations

Carta helps over 900,000 shareholders manage more than $800 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.

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CAP TABLE MANAGEMENT FOR PRIVATE COMPANIES

Manage your cap table with less effort

Carta cap tables update with every transaction. When you start with your cap table on Carta, you’ll avoid expensive legal fees and time-consuming cap table clean up later.

THE LEADER IN VALUING PRIVATE COMPANIES

Get fast, audit-ready 409A valuations

Carta Valuations, LLC has a team of over 50 experienced analysts, who have valued hundreds of billions in assets. Our analysts use proprietary software to deliver fast, cost-effective, accurate 409As.
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TENDER OFFERS & SECONDARIES

Offer liquidity on Carta

Carta makes it easy to give your shareholders liquidity. With your cap table already on Carta, running secondary transactions and tender offers is a streamlined experience for all participants.

SHAREHOLDER MANAGEMENT

Streamline board approvals and investor updates

Carta offers three products to streamline board and investor management: board resolutions, board management, and investor updates. Carta helps thousands of investors manage their portfolios, so many of your board members and investors already use Carta tools.

Learn more about Carta board resolutions >
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FORM 3921

Generate Form 3921 for the IRS

Companies must provide Form 3921s for each exercise of incentive stock options during the year. Carta makes it easy to generate and distribute Form 3921.

EXPENSE REPORTING

Audit-ready expense accounting

With your cap table on Carta, expense reports, as defined by ASC 718, can be generated quickly. Our reports include all formulas for your auditors to reference.

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Start managing your equity on Carta