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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

Pricing and Plans

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
PE Executive Equity Report

Data on how PE-backed firms use equity to attract and retain talent

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Carta

State of Private Markets: Q1 2022
State of Private Markets: Q1 2022
To help investors, founders, and employees make decisions and understand market conditions, Carta regularly shares data in our State of Private Markets report.
Carta Policy: Weekly Brief for April 15
Carta Policy: Weekly Brief for April 15
Upcoming Congressional agenda, tax policy for startups and small businesses, the OCC on stablecoin, and more.
Streamlined capital calls
Streamlined capital calls
Updates to Carta’s capital calls tool give GPs more precise and efficient ways to call capital.
Policy brief: The SEC agenda and the private markets
Policy brief: The SEC agenda and the private markets
Since becoming Chair of the SEC last April, Gary Gensler has embarked on an ambitious policymaking agenda complimented by an aggressive stance toward enforcement and oversight of market participants.
How Beta Boom built a startup academy: Q&A with Kimmy Paluch
How Beta Boom built a startup academy: Q&A with Kimmy Paluch
Beta Boom is an early-stage venture firm founded in 2018 in Salt Lake City and dedicated to closing access gaps for underrepresented founders.
When to incorporate a startup
When to incorporate a startup
Founding a company is never easy. Each decision you make can materially impact how your company grows. Learn more about the best time to incorporate your startup.
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  • Carta Equity Suite
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