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Equity Management
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Equity Management
All Equity Management
From issuing early equity to IPO, build and scale your business on one platform
Cap Table Management
Issue, track, and manage your company's equity securely
Valuations
Be audit-ready with fast, cost-effective IFRS and 409A valuations
SAFE Financings
Generate and issue SAFEs with real-time tracking securely from one platform
Financial Reporting
Generate your stock-based compensation reports in a few clicks
Total Compensation
Get reliable salary and equity benchmarks
Liquidity
Execute secondary transactions that fully integrate with your cap table
SPV & Corp Sec
Simplify your equity management by consolidating into a single SPV
Information Service Agent
Get end-to-end guidance on secondary transactions
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Fund Management
All Fund Management
Run funds at every stage from formation to close
Fund Administration
Automate your back office with solutions from scenario modeling to closings
Forecasting & Planning
Guide your fund’s strategy with data-driven precision
Fund Formations
Form your fund, administer closings and execute capital calls
Carta Carry
Track tasks, message fund admins, and make approvals - from anywhere
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Solutions
BY ROLE
Founder
Find solutions to build and scale your business — from issuing equity to IPO
Investor
Leverage solutions to support investors at any stage to spend more time on deals
Law Firm
Help your clients issue equity, keep cap tables up to date and stay compliant
BY INDUSTRY
Finance
Access tools and services from audit - ready valuations to compliance support
HR
Get tailored solutions, from extending offers to answering equity questions
Streamline your fundraising
Get tools and services for an easier and more cost-effective fundraise
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PRICING & PLANS
For Equity Management
Find the solutions you need to drive your business forward at any stage
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For Fund Management
Providing investors an automated back office to help them run funds of any size
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Fundraising with SAFEs
Preparing to raise funds? Read our guide to fundraising with SAFEs
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Announcements
Turn your investors into trusted partners with Carta’s Investor Relations tools
Carta has launched new tools to help startups forge stronger relationships with investors, built on transparency and trust.
New from Carta: The most efficient way to manage your portfolio
Carta makes it easier for investors to manage and monitor their investments—with a range of tools designed to simplify fund operations, streamline reporting, and track portfolio performance.
Carta strengthens its commitment to Australia’s startup and investor ecosystem
To better serve growing demand in the region, Carta is bolstering its already established presence with additional resources, capabilities, and partnerships.
Streamlining equity issuance with Carta’s Draft Option API
This integration allows shared customers with our partners to draft option grants and generate legal documents for issuing equity directly from the Carta dashboard.
Carta announces exclusive streamlined solution with Morgan Stanley at Work for private companies seeking to IPO
Morgan Stanley at Work to become Carta’s preferred U.S. public equity management platform, aligning world-class cap table management and IPO readiness with public equity compensation solutions and wealth management.
Carta’s Compliance & Tax Hub: Proactive, real-time guidance to help you stay on top of regulatory requirements
Now, you can view your company's status for 409A valuation, QSBS eligibility, Form 3921, and more—all from a single, actionable dashboard. Think of it as your command center for compliance.
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