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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
Streamline your fundraising

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
PE Executive Equity Report

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

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Fund Administration

How connected systems can solve PE’s valuations problems
How connected systems can solve PE’s valuations problems
For PE fund managers, accurate portfolio valuations are critical. They can also be complicated, time-consuming, and headache-inducing. A connected fund-management ecosystem can help.
Portfolio construction: How to develop a fund strategy
Portfolio construction: How to develop a fund strategy
Understand the process of portfolio construction for private funds, from developing an investment thesis to modeling the key levers that will define your fund's strategy.
Fund administration: A guide for venture capital and private equity funds
Fund administration: A guide for venture capital and private equity funds
Learn how fund administration streamlines a private fund’s operations by handling accounting, LP reporting, asset valuation, capital calls, and distributions.
Waterfall modeling:
A complete guide
Waterfall modeling:
A complete guide
Learn the ins and outs of simple and complex waterfall modeling with Carta's free, comprehensive resource.
Unifying the back office: How top firms are modernizing valuations
Unifying the back office: How top firms are modernizing valuations
Carta's integrated platform is revolutionizing private market operations, replacing fragmented, manual processes with a single, data-driven system for accurate valuations.
Rewiring Carta Fund Admin in the Era of AI
Rewiring Carta Fund Admin in the Era of AI
Technology has unlocked new possibilities, and Carta is at the forefront of the transformation of private capital markets infrastructure.
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