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Issue shares. Raise money. Stay compliant.Explore the suite
Cap Table Management

Issue share certificates, prep reports and model future fundraises securely

Valuations

Enter audits with confidence with tailored, cost-effective EMI, CSOP or 409A valuations

Share Plans

Set up your share plan, grant options online and track scheme usage

Compensation Management

Get reliable salary and equity benchmarks for every role, level and region

Equity Compliance

Put compliance on auto-pilot with automated registers and direct filings

Carta Launch
LaunchFree

For early-stage founders to manage equity and build their cap table

Manage LPs. Model Scenarios. Track Performance.Explore the suite
Fund Administration

Automate your back office with solutions from capital calls to closings

Fund Forecasting

Guide your fund's strategy with data-driven precision from forecasting to modelling

Fund Tax

Unlock a seamless tax season with your fund accounting and taxes in one place

Loan Operations

Automate every step and workflow with a connected loan solution

SPVs

Form, close, and administer your SPV on a platform build for professional investors

LP Portfolio Analytics

Tap into private market AI to manage your alternative investment data

Deal CRM

Turn your collective network into a deal-winning relationship engine

LP CRM

Centralize investor intelligence and automate your fundraising flywheel

ERP for private capital
ERP for private capitalNew

Run fund admin, portfolio analytics, and valuations in one intelligent system

AI-powered workflows. Expert oversight. Scalable legal ops.Explore the suite
Compliance

Drive defensible decisions with automated AML, KYC and investor onboarding

Contracts

Eliminate deal friction with AI-powered redlining and rapid contract execution

Fund Services

Simplify complex transfers with a fully managed, expert-led LP transfer service

Introducing Carta Law
Introducing Carta LawNew

Transform transactional workflows with an AI-native law firm, powered by our acquisition of Avantia Law

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Ooodles case study
OoodlesCase Study

How London-based Ooodles gained financial clarity and improved compliance on Carta

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Equity Management

Find the solutions you need to drive your business forward at any stage

Fund Management

Scale funds of any size with unified, end-to-end workflows

Carta Launch
LaunchFree

For early-stage founders to manage equity and build their cap table.

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PE Executive Equity Report

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Carta Law

Is your operating model ready for AI?
Is your operating model ready for AI?
As AI tools reshape legal workflows, NDAs increasingly need AI-specific clauses. Here's what to include—and what to avoid—to protect confidentiality.
AI clauses in NDAs: Protecting confidentiality without killing collaboration
AI clauses in NDAs: Protecting confidentiality without killing collaboration
As AI tools reshape legal workflows, NDAs increasingly need AI-specific clauses. Here's what to include—and what to avoid—to protect confidentiality.
The hidden risk in legal AI: Data security
The hidden risk in legal AI: Data security
Legal AI tools built on general-purpose large language models introduce data security risks that legal teams often underestimate—from training data retention to third-party API exposure.
AI and ambiguity: Building legal AI systems that recognize uncertainty before it becomes risk
AI and ambiguity: Building legal AI systems that recognize uncertainty before it becomes risk
Legal AI systems that retrieve information confidently but incorrectly create real compliance risk. New research explains how detecting ambiguity before retrieval can prevent unreliable outputs.
Why GenAI isn’t enough for legal work
Why GenAI isn’t enough for legal work
Large language models can summarize and draft, but they can't replicate firm-specific standards, client history, or the judgment that legal work requires.
Legal AI is booming. But is it solving the right problems?
Legal AI is booming. But is it solving the right problems?
Legal AI is attracting investment and attention, but most tools fall short of what lawyers actually need. Here is why the current generation misses the mark.
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