Carta for Private companies

Manage equity at scale.

Managing equity can quickly become a full-time job. Carta gives you the tools to do it at scale.

Overview

The modern standard in equity management

Stay compliant

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

Save time and money

Processing employee option exercises can take hours. With Carta, you can approve exercises in minutes with just a few clicks.

Single source of truth

With every transaction happening on Carta, you never have to worry about who has the “final” version of your cap table.

Features

Tools to scale equity management and stay compliant

Issue live securities

Issue securities without the hassle of paperwork

Employee stock options

Issuing employee stock options has never been easier. Upload option agreements and collect employee signatures in minutes. Employees can exercise electronically from their portfolios.

Supports all security types

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

Cap Table Management

Prevent cap table entropy from day one

Instant Updates

Every transaction on Carta updates your cap table in real time, so you never have to worry about out-of-date or incorrect spreadsheets. Our software removes the margin for human error.

Single source of truth

With every transaction happening on Carta, you never have to worry about who has the “final” version of your cap table. Everyone has access to a single source of truth.

Read about cap table entropy
409 Valuations

Stay compliant with audit-defensible valuations

The leader in 409A

After acquiring Silicon Valley Bank Analytics in September of 2017, Carta has over 50 analysts delivering 300+ reports every month. Carta has valued over $200 billion in private assets.

Industry experts with modern technology

Our valuations team has built the leading software tools for valuing private companies. With your cap table already on Carta, there is zero margin for human error.

Read more about our 409A process
Financial Reporting

Generate detailed reports in minutes

Expense accounting

With your cap table on Carta, ASC 718 reports can be generated in a matter of minutes. Our reports include all formulas for your auditors to reference.

Round modeling

Create round-modeling worksheets, pro-forma cap tables, and detailed waterfall payouts. With Carta, you have the right reports to prepare for your next round.

Global Compliance

Maintain compliance in every country you operate

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.

Compliance reports

Run detailed reports on your cap table to check your compliance status. All formulas are included in our reports for your legal team and auditors to reference.

Carta has powerful compliance tools for Rule 701 checks, NSO tax withholdings, and the $100K ISO limitation.

Read the case study
Feature index

Features to support companies at every stage

As your company scales, Carta has features to ensure compliance across your organization. Whether you're filing Form 3921, executing a tender offer, or managing board approvals, Carta has you covered.

Form 3921

Generate, distribute, and file Form 3921 with the IRS for all ISO exercises.

Tender offers

Run controlled liquidity events to allow early shareholders to cash out.

Board room

Synchronize your board by sending and signing everything through Carta.

Burn rate

Connect your financials to Carta for real-time burn rate and runway analytics.

701 disclosures

Upload and distribute 701 disclosures securely through employee portfolios.

Deal room

Create secure deal rooms to distribute documents during transactions.

Take the next step

Learn more about Carta for Private Companies

Talk to an expert