Solutions for Private Corporations

Equity management, simplified

Manage equity effortlessly at every growth stage—from founding through going public.

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Gain full visibility into your fundraise with purpose-built tools to plan, model, and close every round—from first check to exit.
  • Bring clarity to early-stage fundraising
    SAFE issuance, cap table sync, data rooms
  • Close priced rounds with speed and precision
    Deal Closings, scenario modeling
  • Stay liquidity-ready and investor-aligned
    Liquidity, IPO Advisory, investor relations tools
Private Corporations | Solutions | Benefit - "Raise with confidence"
Manage your cap table, issue grants, and easily track changes in one centralized platform. No more spreadsheets or disconnected tools.
  • Boost your equity and compensation strategy
    Equity plans, hiring and fundraising insights
  • Operate faster through automation
    Cap table, electronic securities
  • Simplify stakeholder updates
    Board management, investor relations tools
Private Corporations | Solutions | Benefit - "Stay on top of your equity"
Automate reporting, avoid errors, and stay ahead of tax and legal requirements on a platform built to maintain compliance without the headaches.
  • Get trusted, accurate 409A valuations—fast
    End-to-end support, cap table integration
  • Optimize small business tax benefits
    QSBS eligibility checks, attestation letters
  • Streamline compliance processes
    ISO 100k, Form 3921, Rule 701
Private Corporations | Solutions | Benefit - "Navigate compliance, effortlessly"
2.5 M
Equity holders on platform
$3T
Assets on platform
$ 335 B
raised by companies on Carta

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Start simple, stay in control, and keep ownership clean as your company grows.

Take an interactive tour

Are you an early-stage founder? Build your cap table for free with Carta Launch.

Learn more

One platform. Zero friction.

Confidently raise, hire, and exit with insights powered by your connected cap table.
Equity Advisory
Leverage tax strategies from experts to help employees understand their equity.
409A Valuations
Get an audit-ready valuation from the industry's leading provider.
QSBS Attestation
Optimize your equity tax benefit with the QSBS tax exemption.
Total Compensation
Use startup-specific benchmarks to help you forecast, hire, and retain talent.
Liquidity
Run tender offers while maintaining full control of your cap table.
IPO Advisory
Streamline your transition from private to public equity management.

Different roles, same page

Whether you run the business or run the numbers, stay in sync with one connected platform.

Private Corporations | Solutions | Persona - Founder
For Founders & CEOs
Raise, hire, and scale with precision—get full visibility into how equity and dilution shift as your team grows.
Private Corporations | Solutions | Persona - CFO
For CFOs
Simplify fundraising, streamline reporting, reduce risk, and strategically manage your company's equity.
Private Corporations | Solutions | Persona - Legal Team
For Legal Teams
Help clients issue equity, keep cap tables up to date, close deals efficiently, and stay compliant as they grow.
Private Corporations | Solutions | Persona - Founder
For Founders & CEOs
Raise, hire, and scale with precision—get full visibility into how equity and dilution shift as your team grows.
Private Corporations | Solutions | Persona - CFO
For CFOs
Simplify fundraising, streamline reporting, reduce risk, and strategically manage your company's equity.
Private Corporations | Solutions | Persona - Legal Team
For Legal Teams
Help clients issue equity, keep cap tables up to date, close deals efficiently, and stay compliant as they grow.

Trusted by over 50,000 companies

Betterment logo - Cap Table OnlyBrex logo - bwDemostack logo - bwIspot TV logo bwPerkville logo - bwRadar logo bwStreet Metrics logo bw
customer portrait
We loved that we didn’t have to have different firms for our cap table management, 409A valuations, and QSBS attestation letter. The fact that Carta does it all makes things so much easier.
Eric Mogil
Chief Growth Office, Radar
customer portrait
We saw the cap table and the auxiliary functionality—tax, compliance, the total comp—all coming around the Carta ecosystem, and we felt Carta has this network effect that we wanted to buy into.
Troy Sultan
CEO and co-founder, Guide
customer portrait
I have used Carta since the start of my company—it has been a time saver for both myself and my team. We have been able to raise money more quickly and efficiently at a time that has never been more important.
Amber Allen
Founder and CEO, Double A Labs

Related resources

SAFE Fundraising 101

Raising capital is essential. Learn how to fundraise with SAFEs and grow on your terms.

Compensation plans

Learn the ins and outs of compensation strategy to help attract and retain top talent.

What is QSBS?

Learn QSBS requirements and how to take advantage of tax benefits on eligible stock options.

IPO readiness guide

This IPO guide includes a checklist and timeline for companies preparing to go from private to public.

FAQs

You have questions, we have resources and answers.
My company is at a very early stage, can Carta help my startup?

Yes. If you're a company with under 25 employees and raised up to $1 million, you can sign up for Carta Launch and access a full suite of equity management software— for free .

My company is considering IPO, can Carta help my startup?

Yes. Carta can help companies who want to offer stakeholders liquidity run secure tender offers , and help companies seamlessly transition from private to public with our IPO Advisory .

Can I get a demo of the equity management product?

You can sign up for a demo here , or take a video tour to learn more on how this equity management software works.

What could I expect from the onboarding process?

Once you sign up, the implementations team will provide full support as you get started. Depending on the size of your company, you can be onboarded onto Carta in a matter of hours.

Does Carta offer products to support LLCs or Private Equity firms?

Yes, Carta has helped hundreds of LLCs and Private Equity firms implement equity plans and manage ownership. Learn more about cap table management for LLCs here or PE here .