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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

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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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Equity Management

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Investors

Seed Enterprise Investment Scheme: A guide to SEIS for startups
Seed Enterprise Investment Scheme: A guide to SEIS for startups
The UK has one of the most active angel investment scenes in the world, partly thanks to the Seed Enterprise Investment Scheme. Learn about fundraising through SEIS – including qualifying companies, investment limits, and tax benefits for investors.
SEIS loss relief
SEIS loss relief
The Seed Enterprise Investment Scheme offers loss relief to investors who fund SEIS-qualifying companies, allowing them to recover some money if the business fails. This article breaks down how SEIS loss relief works and when it can be claimed.
EIS loss relief
EIS loss relief
The Enterprise Investment Scheme is popular with investors because of the various tax benefits it offers. If an investment doesn’t go to plan, investors may be able to recover some of their money through EIS loss relief. Learn how to calculate and claim EIS loss relief in this article.
EIS tax relief
EIS tax relief
The Enterprise Investment Scheme offers generous tax reliefs to investors as an incentive for backing early-stage companies. Learn more about SEIS tax benefits and the rules startups must follow.
Multiple on invested capital (MOIC)
Multiple on invested capital (MOIC)
Learn how to calculate multiple on invested capital (MOIC) as well as what differentiates it from other key fund performance metrics.
Distributions to paid-in (DPI)
Distributions to paid-in (DPI)
DPI is one of the metrics that private funds use to evaluate a fund’s investment performance and communicate it to the fund’s investors.
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