Run liquidity events with ease

Administrating a secondary transaction is complex. As your information agent, Carta guides you through the process so you can focus on your stakeholders.

Icons Hero | Information Agent Services | "Administer on one platform"

Administer on one platform

Leverage on one platform for insight sharing on secondary transactions, setting up of deal parameters, collecting seller interest, assistance with regulatory due diligence, and more.

Icons Hero | Information Agent Services | "Anticipate all scenarios"

Anticipate all scenarios

Enable your team with Carta's dynamic seller eligibility modeling of potential supply scenarios.

Icons Hero | Information Agent Services | "Get proactive support"

Get proactive support

Receive dedicated service from deal structuring to transaction to settlement. Carta's experts also ensure deal structuring implementation is in coordination with your counsel.

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At settlement post-transaction, Carta updates your cap table automatically for accurate record keeping and reduced reconciliation work. Additionally, clean up checks are performed pre- and post- transaction.

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Carta provides an intuitive platform experience for issuers/sellers with informational guides.


Carta provide tools on the platform to manage information sharing and safeguard confidential information. We also provide assistance with regulatory due diligence performed on permissioned participants.

Unlock equity’s potential with Carta

*Available for certain countries