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.
CARTA HELPS 21,000+ COMPANIES MANAGE EQUITY
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
Launch
Free cap table management for recently incorporated startups with up to 25 security holders and up to $1M raised
- Cap table management
- Electronic securities & exercising
- Scenario modeling (SAFEs & notes)
- SAFE financings
- HRIS & payroll integration
- Data Room
- Board consents
- Standard reporting
Starter
- Everything in Launch
- 409A valuations
- Equity plan generation
- Form 3921
Growth
- Everything in Starter
- Scenario modeling (financing rounds)
- Exit modeling
- Investor updates
- Custom reporting
- Board meeting management
Scale
- Everything in Growth
- Expense reporting
- Rule 701 Disclosure Suite
IPO Ready
Advanced equity management, with features & services to prepare you for liquidity, M&A, and IPO
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.
CAP TABLE MANAGEMENT FOR PRIVATE COMPANIES
Manage your cap table with less effort
THE LEADER IN VALUING PRIVATE COMPANIES
Get fast, audit-ready 409A valuations
TENDER OFFERS & SECONDARIES
Offer liquidity on Carta
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.
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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