Why Carta?

Equity. Simplified.

Carta helps thousands of private companies and investors manage their cap tables, valuations, investments, and ESOPs.

Trusted by over 18,000 Companies, Partners, and Investors

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Private Companies

Streamline your equity management from formation to exit

Cap table and ESOP software, secondaries & valuations

Partners

Manage equity with your clients

Increase transparency, create leverage, minimize data errors, and strengthen client relationships by offering preferred partner pricing

Investors

Modernize how you manage your portfolio and back office

Fund admin, valuations, scenario modeling & portfolio insights

Features

One platform, everything you need to manage equity

Cap table & ESOP management

The source of truth for your company's equity

Valuations

The leader in audit-ready, fast, cost effective ESOP valuations

Transparency

Employee and investor portal to track holdings, vesting and documents

Electronic securities

Draft, issue, accept, and exercise securities 100% electronically

Scenario modeling

Payout and dilution modeling across individuals and share classes

Fund administration

Full-service fund accounting with real-time views of your financials

Reporting

Custom reporting for quarterly and annual filing requirements

Portfolio dashboard

Portfolio data collection and a dashboard showing fund performance

Transactions & Communications

Buybacks, exercises and liquidity, all in one platform

join carta

Get in touch to discuss plans and pricing