CARTA HELPS 10,000+ COMPANIES MANAGE EQUITY
Partner with experts in equity management
Your single source of truth
With all equity transactions and information in Carta, your cap table stays up to date with less effort.
We help you stay compliant when issuing equity and getting 409A valuations.
Preferred by shareholders
Employees and investors can accept electronic securities, exercise options, and track vesting schedules.
EQUITY MANAGEMENT FOR PRIVATE COMPANIES
Beyond cap table management and 409A valuations
Carta helps over 600,000 shareholders manage more than $500 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.
CAP TABLE MANAGEMENT FOR PRIVATE COMPANIES
Manage your cap table with less effort
Carta cap tables update with every transaction. When you start with your cap table on Carta, you’ll avoid expensive legal fees and time-consuming cap table clean up later.
THE LEADER IN VALUING PRIVATE COMPANIES
Get fast, audit-ready 409A valuations
Carta Valuations, LLC has a team of over 50 experienced analysts, who have valued hundreds of billions in assets. Our analysts use proprietary software to deliver fast, cost-effective, accurate 409As.
TENDER OFFERS & SECONDARIES
Offer liquidity on Carta
Carta makes it easy to give your shareholders liquidity. With your cap table already on Carta, running secondary transactions and tender offers is a streamlined experience for all participants.
BOARD MANAGEMENT & GOVERNANCE
Streamline board meetings and approvals
With Carta board management, you can plan and manage meetings, get resolutions approved, and securely share documents. Since Carta already works with thousands of investors, many of your board members already use Carta, making it easy to get everyone on board.
Generate Form 3921 for the IRS
Companies must provide Form 3921s for each exercise of incentive stock options during the year. Carta makes it easy to generate and distribute Form 3921.
Audit-ready expense accounting
With your cap table on Carta, ASC 718 reports can be generated quickly. Our reports include all formulas for your auditors to reference.
Offer Terms and Conditions: To be eligible for a 10% discount off your first year’s new subscription to Carta’s services, you must sign up through a qualified page. This offer is valid for new private market and investor services customers only. Carta’s usual subscription terms and conditions apply (see https://carta.com/terms-of-service/).
Carta reserves the right to change or terminate this offer at its sole discretion. Offer may not be used or combined with other coupons, promotions, or special offers. Offer cannot be used for any subscriptions previously entered into. The offer will be deemed fully redeemed once a qualifying subscription has been made. The offer has no cash value and no refunds or cash alternatives will be offered. Not available in all countries. International subscriptions may be subject to approval based on local regulations and policies of country of obligation and Carta’s capabilities, licenses, and regulatory approvals with respect to that country or jurisdiction. The offer is void where prohibited by law. The offer only has value when redeemed in accordance with all terms and conditions of the offer.