Cap table management software

Stop managing your cap table in a spreadsheet

With Carta, your cap table updates automatically when you issue electronic securities, raise a round, or get a 409A valuation. So you can always trust Carta as your source of truth for equity information.

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Cap table management

Trusted by over 15,000 private companies

Your single source of truth

Carta capitalization tables update with every transaction, so it stays accurate with little effort.

Preferred by shareholders

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

Built-in compliance

Carta offers tax forms, expense accounting, and 409A valuation services.

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ELECTRONIC SECURITIES

Issue options, without the paperwork

Employees prefer Carta

Issue employee stock options and collect signatures directly from Carta; your cap table will get updated every time with no additional work. When employees are ready to exercise options, Carta handles the entire transaction.

Equity made easy

Carta offers comprehensive support for all security types. Issue preferred stock, restricted stock awards, restricted stock units, profits interests, warrants, convertibles notes and SAFEs, and more.

Cap Table Management

Keep your cap table up to date

Easy to manage

Never worry about out-of-date or incorrect spreadsheets. Carta’s cap tables update in real time, so you don’t waste time on manual updates.

Shared access

Share your cap table with your legal team and investors, and set permissions to keep information secure. When you fundraise, need a 409A, have an M&A event, or IPO, no one will have to clean up or prep your cap table — the final version will be in Carta and ready to go.
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EQUITY REPORTING

Get the reports you need

Auditor-ready expense accounting

With your cap table on Carta, you can pull ASC 718 reports any time. The reports are auditor-ready and include all formulas.

Prep for your next round

Carta gives you a better understanding of how fundraising will impact dilution and payouts. Create round-modeling worksheets, pro-forma cap tables, and detailed waterfall payouts right in our platform.

Compliance

Stay compliant

Automated checks

Carta has built-in checks to ensure compliance when issuing equity. Our checks include Rule 701, Rule 144, and the ISO $100K limit.

Get audit-defensible 409As

With your cap table already on Carta, you can save time and money getting a 409A valuation. We are the leader in 409A valuations and are regularly audited by the “Big 4” accounting firms.
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from the blog

How to create a cap table

There’s no standard cap table format, and there are multiple ways to create one. We’ll walk you through a few ways to get started and include a free cap table template you can download.

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Fix your cap table with Carta

Cap table management is included with any Carta plan. Learn more about our plans and pricing.