Cap table management for llcs
Meet the equity platform for LLCs
Automate equity management
No more manual entry or disjointed records. Use a single, interconnected system to manage ownership, issuances, and vesting across every entity.
- Manage your cap table from one platform
Track issuance, transfers, and vesting schedules
- Issue custom equity agreements
Class designations, payout rules
- Give interest owners a full view of their equity
Investor hub, interest holder portal
Get clear, accurate data
Performance data. Ownership records. Equity plans. All on demand and in real time, so you can handle investor and stakeholder comms with clarity and confidence.
- Access real-time insights and records
Track changes, signatures, and approvals
- Manage multi-entity investment structures
Look-through ownership, custom distributions
- View aggregated performance clearly
On-demand metrics, insights, and reporting
Simplify admin
Equity instruments can be complicated. With tools like custom vesting controls and allocation rules, use one central platform to grow cleanly—without all the mess.
- Implement and administer equity plans
PIUs, membership units, phantom equity
- Generate detailed, standardized reports
Audit-ready ownership and cap table reports
- Securely store and distribute documents
Operating agreements, K-1s, amendments
Get a step-by-step guide to building an employee equity plan for your company.
Don’t Excel yourself short.
Say goodbye to messy spreadsheets, with a connected platform built to handle complex structures—all powered by your cap table.
Distributions
Calculate amounts, communicate with holders, and track balances in one place.
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Portfolio valuations
Centralize look-through level data collection, calculations, and reporting.
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Trusted by over 50,000 companies
Carta offers us a streamlined platform for various essential tasks. This includes the distribution and execution of award agreements, real-time monitoring of available granted and vested phantom units, and the efficient handling of critical plan documents.
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Carta Classroom
Explore resources to help form an LLC, navigate taxes, and manage equity.
FAQs
You have questions, we have resources and answers.
A cap table serves as the foundation for managing ownership, equity transactions, and compliance requirements. It becomes essential when bringing in new members, processing exits, or making distributions according to your operating agreement.
If your company wants to issue equity, profit interests or other ownership instruments, managing your cap table on Carta will give your company the automation and accuracy it needs as your organization scales.
You can manage profit interests, management incentive units, capital interests, phantom units, UARs/EARs, options, preferred units, common units, and LTIPS.
Carta is built to track all of your entities ownership in one account. Admins can toggle between cap tables and view multi-entity ownership structures in one place.
Yes, you need to be onboarded onto Carta LLC to request valuations, pull ASC 718 financial reports, and run waterfall models because your up-to-date cap table is an essential input for all of these.
Learn more about pricing for LLCs here.
Carta has comprehensive solutions for Venture Capital, Private Equity, and Private Credit funds.
Meet the equity platform for LLCs
