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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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Help your clients issue equity, keep cap tables up to date and stay compliant
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Access tools and services from audit - ready valuations to compliance support
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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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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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Founder Education
Purchase price allocation (PPA)
A Purchase Price Allocation (PPA) is often required for tax and financial reporting following a merger or acquisition. Learn more about how PPA works.
How we raised our Series A
Fundraising is a hard, exhausting and necessary process for any startup. We have some tips for FinTech companies.
Equity crowdfunding
Equity crowdfunding is a type of regulated fundraising where startups raise capital from large groups of investors in exchange for small amounts of equity.
Classroom | Collections | Early-Stage Founder
Fundraise and manage your cap table with confidence. Explore articles, guides, and tools to help you go from pre-seed to Series B—and everything between.
Company valuations: How to value a private company
Learn how private company valuations work, why they're important and when your business might need one – such as for granting employee equity.
LLC documents
In this article, we’ll cover formation documents, operating agreements, and other notable LLC organizational documents you may encounter as you build your business.
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