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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

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

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Product Education

Carta Launch: Free startup tools for early-stage founders
Carta Launch: Free startup tools for early-stage founders
Carta Launch is a platform with free startup tools to help founders raise funds, issue equity, and hire effectively.
SAFEs, now automated on Carta
SAFEs, now automated on Carta
So we asked, what if we could help founders create and issue a SAFE in 30 seconds? No room for mistakes, no Word docs, no manual entries to their cap table, no sending wire instructions, no extra email volume. And what if we could put founders in control of future dilution before they issue their very first SAFE?
The Carta 409A valuation process
The Carta 409A valuation process
In this post, we fully detail the Carta 409A valuation process from initial request to an audit-defensible final report.
Get a capital call line of credit in one day
Get a capital call line of credit in one day
At Carta, we're now offering capital call lines. Learn more, and see if you're eligible.
Join Carta Launch-a free version of Carta for early-stage companies
Join Carta Launch-a free version of Carta for early-stage companies
We're now opening the beta of Carta Launch-a free version of Carta for early-stage companies available through law firms. Learn how you can join today.
Building Fund Admin
Building Fund Admin
By marrying service and technology, we set out to create a system of record for fund managers and their investors.
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