Cap Table Management

Cap tables that work for you

Get your cap table right with the leading equity platform.

Trusted by over 30,000 private companies and counting

icon-cap-table-management-01

Eliminate errors

Real-time, accurate cap table updates mean you never have to worry about mistakes or reconciliation and can focus on running your business.

icon-cap-table-management-02

Fundraise faster

Issue new SAFEs and add existing investment docs in minutes, not days.

icon-cap-table-management-03

Do more with equity

Access critical financial reporting, get equity compensation benchmarks, and run liquidity programs, all from a single platform.

End-to-end equity management

End-to-end equity management

End-to-end equity management

As the only private market provider authorized to issue, track, and process payments for your company’s securities, Carta empowers you to capitalize on your equity, not just manage it.

Audit ready reports

Instant, audit-ready reports

Instant, audit-ready reports

With your company’s cap table on Carta, you can pull detailed and precise stock-based compensation expense reports at any time. We adhere to your selected standard and deliver supporting calculations to ensure audit-ready accuracy.

Expert compliance guidance

Robust compliance tools

Robust compliance tools

Understand your most critical tax considerations and manage IRS compliance requirements for you and your employees with easy-to-generate Form 3921 and 83(b) documents, and Rule 701 disclosures.

HRIS and payroll integrations

HRIS and payroll integrations

HRIS and payroll integrations

Native HRIS integrations with Rippling, Workday, and other leading providers make it easy to manage stakeholder updates and departures. You can also view and analyze all of your company’s financial data in one place with our payroll integrations.

Image

What to know about cap tables

What to know about cap tables

Cap tables tell you who owns how much of your company. Learn about how they work, why you need them, and how to manage them.

Get your cap table right with Carta
Cap table management is included with every Carta plan.