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
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
