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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
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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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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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Fund Administration
Net asset value (NAV)
Net asset value (NAV) is a key financial metric used to evaluate investment fund performance. In this article, we'll explain what NAV is and how to calculate it.
Software for the Private Equity Fund CFO
Why do firms that invest in the best companies still run on spreadsheets and PDFs?
Waterfall Modeling: A complete guide
In this practical example, learn the ins and outs of simple and complex waterfall modeling. Download a free Waterfall Modeling White Paper, which includes six additional complex models.
Portfolio construction: How to develop a fund strategy
Portfolio construction is your venture fund's roadmap. Learn what to include and how to build your first fund strategy.
General partner (GP)
A limited partnership involves at least one general partner and at least one limited partner. Learn more about the GP's role in venture and private equity.
Carta’s head of venture capital delivery on the evolution of fund administration
The industry-standard delay for quarterly reports is unacceptable, Megan Greer says. That's why Carta has created Day 1 Financials for our fund administration customers.
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