Private Equity

This is C Corp cap table management for private equity, part of equity management in Carta's ERP for private capital. When portcos manage their cap tables in spreadsheets or in a system you don't see, numbers drift, ownership is hard to reconcile, and reporting takes too long. With Carta, you and your portcos share a single accurate cap table. Everyone works off the same ownership and financing data from the company to the GP to your LPs.

Starting with the GP's view. Here, can get instant visibility into your entire portfolio and key performance metrics for each portco. Click into any company to get a detailed view of its live cap table. Carta has customizable permissions, so you can request access from your portco to see your holdings, the full cap table, or even to manage and issue equity directly.

From the company view, you can slice the cap table by share class or stakeholder, easily see who holds what, including equity type, outstanding ownership, fully diluted ownership, and cash raised. Need a point in time snapshot? Use as of date filtering to see the cap table as of any chosen date. Critical for audits, transaction diligence, or historical reporting.

Issue new equity in platform from shares to options and RSUs. Configure vesting rules or performance conditions to match your deal terms. Carta also supports ACH and wire transfers directly in platform, so exercise payments and settlement flows happen securely and are reflected on the cap table in real time. For exit and secondary scenarios, you can run custom waterfall models directly from the live cap table, so distributions and proceeds are always tied back to current ownership.

Instantly, export detailed equity reports in Excel to make fundraising, board meetings, and LP reporting a breeze. Carta's communication center lets Portcos easily send investor updates with a one time snapshot of their financials, reducing email back and forth and ensuring your team has the latest numbers. Carta's ERP gives you real time, portfolio wide visibility and control over every Portco cap table.