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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

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

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

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PE Executive Equity Report

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Compliance

The compliance seat: Why compliance culture is harder to build than it looks
The compliance seat: Why compliance culture is harder to build than it looks
Most funds say compliance is a priority. Fewer have built a function that deal teams actually want to work with. Here's what the best firms do differently.
Black-Scholes Model (BSM)
Black-Scholes Model (BSM)
Learn how to use the Black-Scholes Model to value stock options in a private company, including the BSM formula, key assumptions, and limitations.
UK company registers and filings
UK company registers and filings
To be legally compliant, UK limited companies need to maintain a range of company registers. This article covers everything you need to know about keeping accurate records – including when to notify Companies House of any ownership changes.
Employment related securities: How to file an ERS return with HMRC
Employment related securities: How to file an ERS return with HMRC
U.K. companies must file an ERS return with HMRC by July 6 to report share-related events from the previous tax year. Learn how the annual return works for different ERS schemes and how Carta simplifies the process.
EMI eligibility: Check if your company qualifies for the EMI scheme
EMI eligibility: Check if your company qualifies for the EMI scheme
Do you qualify for the UK's tax-advantaged EMI scheme? Check whether your company and its employees meet the EMI eligibility criteria set by HMRC before you issue EMI options.
How to file an EMI annual return with HMRC
How to file an EMI annual return with HMRC
Learn how to file an EMI annual return. U.K. companies must file an EMI return to HMRC by July 6 to report share-related events from the previous tax year.
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