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Issue shares. Raise money. Stay compliant.Explore the suite
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

Carta Launch
LaunchFree

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

Manage LPs. Model Scenarios. Track Performance.Explore the suite
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

ERP for private capital
ERP for private capitalNew

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

AI-powered workflows. Expert oversight. Scalable legal ops.Explore the suite
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

Introducing Carta Law
Introducing Carta LawNew

Transform transactional workflows with an AI-native law firm, powered by our acquisition of Avantia Law

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Streamline your fundraising
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Get tools and services for an easier and more cost-effective fundraise

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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

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

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Equity Education

Fair market value (FMV)
Fair market value (FMV)
Learn about fair market value, what it means for stock, how to determine a stock’s fair market value, and why 409A valuations are so crucial for private companies.
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.
Rule 701
Rule 701
Under Rule 701, private companies can issue up to a certain amount of equity to employees in a 12-month period. Learn more about the Rule 701 exemption and its disclosure requirements.
Restricted stock units (RSU): Definition, benefits, and taxes
Restricted stock units (RSU): Definition, benefits, and taxes
Learn about restricted stock units—a type of equity—including how RSUs work, how they are taxed, and benefits for employees.
Fully diluted shares
Fully diluted shares
Learn what fully diluted shares are and how to calculate your company's fully diluted share count. We'll also explain key differences between fully diluted shares, authorized shares, and outstanding shares.
Exercising stock options
Exercising stock options
Maximize your tax benefits and minimize risks by learning when and how to exercise stock options.
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