Issue, track, and process payments for your company's equity securely
Enter audits with confidence with tailored, cost-effective valuations
Issue SAFEs, collect signatures, and move money securely on one platform
Generate your latest stock-based compensation reports in a few clicks
Empower your team with actionable tax and equity knowledge from real experts
Get reliable salary and equity benchmarks for every role, level, and region
Execute secondary transactions that fully integrate with your cap table
Optimize your equity tax benefit with the Qualified Small Business Stock (QSBS) tax exemption
Launch, scale, and manage a Carta 401(k), powered by Vestwell and Morgan Stanley
Automate your back office with solutions from reporting to closings
Guide your fund's strategy with data-driven precision from forecasting to modeling
Unlock a seamless tax season with your fund accounting and taxes in one place
Unlock accurate valuations with centralized data collection, calculations, and reporting
Form, close, and administer your SPV on a platform build for every investor
Automate every step and workflow with a connected loan solution
Turn your collective network into a deal-winning relationship engine
Centralize investor intelligence and automate your fundraising flywheel
Tap into private market AI to manage your alternative investment data
Capitalize on any investment with access to capital outside your regular call cadence
Run fund admin, portfolio analytics, and valuations in one intelligent system
Drive defensible decisions with automated AML, KYC, and investor onboarding
Eliminate deal friction with AI-powered redlining and rapid contract execution
Simplify complex transfers with a fully managed, expert-led LP transfer service
Transform transactional workflows with an AI-native law firm, powered by our acquisition of Avantia Law
The first unified software suite delivering precision and control
Find the solutions you need to drive your business forward at any stage
Scale funds of any size with unified, end-to-end workflows
For early-stage founders to manage equity and build their cap table
Data on how PE-backed firms use equity to attract and retain talent
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