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Cap Table Management

Issue, track, and process payments for your company's equity securely

Valuations

Enter audits with confidence with tailored, cost-effective valuations

SAFE Financings

Issue SAFEs, collect signatures, and move money securely on one platform

Financial Reporting

Generate your latest stock-based compensation reports in a few clicks

Total Compensation

Get reliable salary and equity benchmarks for every role, level, and region

Liquidity

Execute secondary transactions that fully integrate with your cap table

Equity Compliance

Put compliance on auto-pilot with end-to-end corporate secretarial services

Connectors
Cap Table Plugin for Claude
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Carta Launch
Carta Launch—free

For early-stage founders to manage equity and build their first cap table

AppliedAI
AppliedAI

Learn how AppliedAI uses Carta Plugins to keep its cap table diligence-ready

Change Agents: Carta’s weekly AI release briefing
Source deals. Manage LPs. Model and audit.Explore the suite
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Fund Administration

Automate your back office with solutions from reporting to closings

Fund Forecasting

Guide your fund's strategy with data-driven precision from forecasting to modeling

Fund Tax

Unlock a seamless tax season with your fund accounting and taxes in one place

Portfolio Valuations

Unlock accurate valuations with centralized data collection, calculations, and reporting

SPVs

Form, close, and administer your SPV on a platform build for every investor

Loan Operations

Automate every step and workflow with a connected loan solution

Deal CRM

Turn your collective network into a deal-winning relationship engine

LP CRM

Centralize investor intelligence and automate your fundraising flywheel

LP Portfolio Analytics

Tap into private market AI to manage your alternative investment data

Connectors
Investors Plugin for ClaudeCRM Plugin for Claude
Featured
ERP for private capital
ERP for private capital

Run fund admin, portfolio analytics, and valuations in one intelligent system

Delta-v Capital
Delta-v Capital

Learn how Delta-v Capital saves time and cuts costs with Carta Plugins

Change Agents: Carta’s weekly AI release briefing
AI-powered workflows. Expert oversight. Scalable legal ops.Explore the suite
Products
Compliance

Drive defensible decisions with automated AML, KYC, and investor onboarding

Contracts

Eliminate deal friction with AI-powered redlining and rapid contract execution

Fund Services

Simplify complex transfers with a fully managed, expert-led LP transfer service

Featured
Introducing Carta Law
Introducing Carta Law

Transform transactional workflows with an AI-native law firm

Investindustrial
Investindustrial

Learn how Investindustrial uses Carta Law to handle its high volume background checks.

Change Agents: Carta’s weekly AI release briefing

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Streamline your fundraising
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Equity Management

Find the solutions you need to drive your business forward at any stage

Fund Management

Scale funds of any size with unified, end-to-end workflows

Carta Launch
LaunchFree

For early-stage founders to manage equity and build their cap table

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PE Executive Equity Report
PE Executive Equity Report

Data on how PE-backed firms use equity to attract and retain talent

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Equity Education

Direct listings
Direct listings
Direct listings offer companies a way to provide liquidity to shareholders without diluting shares or spending a ton of money on underwriters. Learn more about direct listings vs. IPOs when going public.
Taxes on equity
Taxes on equity
Having a solid understanding of how equity is taxed will help you make smart decisions as you earn equity, exercise your options, and sell your shares.
Stock warrants
Stock warrants
Learn everything you need to know about warrants, including what they are, their key components, and when to issue them.
Warrants vs. options
Warrants vs. options
As your company grows and scales, you may have to issue both stock options and warrants at one point or another. What's the difference between the two?
Form 1099-B
Form 1099-B
Did you receive Form 1099-B from your broker-dealer? Learn more about Form 1099-B and who receives it in this overview.
Dematerialization of shares of a private limited company in India
Dematerialization of shares of a private limited company in India
All companies incorporated in India, except for certain small companies, are now required to issue all shares exclusively in dematerialized form. Learn more about the new rules, including how to comply.
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