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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
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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Leverage solutions to support investors at any stage to spend more time on deals
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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
HR
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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Policy Newsletter
SEC’s climate rule may spare private companies
Tax package remains in jeopardy over backlash from Senate Republicans.
Without a deal, one week remains until partial government shutdown
House expected to consider capital markets package in March.
Investment advisers served new illicit-finance regulations from Treasury
Tax bill restoring R&D provisions still in limbo.
Push for markup slows tax bill’s momentum
Carta unveils VC regulatory playbook.
Tax package clears the House with R&D expensing
Fate of the tax package remains uncertain in the Senate.
House to vote on R&D tax package
SEC tightens SPAC rules and hints at private market regulation.
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