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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
PE Executive Equity Report

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Equity Education

Filing an 83(b) election: What every founder needs to know
Filing an 83(b) election: What every founder needs to know
Learn what a Section 83(b) election is and how it can lower your future tax bill. Get clarity on important due dates, filing information, and what to include in Form 83(b).
Vesting: A guide to schedules, cliffs, and acceleration
Vesting: A guide to schedules, cliffs, and acceleration
Learn everything you need to know about vesting, including how vesting schedules work and how to structure them for your team.
What is a cap table? A founder's guide
What is a cap table? A founder's guide
Learn everything you need to know about cap tables, from building your first one to managing company ownership as you prepare for fundraising and growth.
Launching an employee share scheme in Australia
Launching an employee share scheme in Australia
This guide explains how to launch and manage an employee share scheme for Australian startups, covering the strategic benefits, key regulations, and practical steps to turn your team into owners.
The alternative minimum tax (AMT), explained
The alternative minimum tax (AMT), explained
Learn about the alternative minimum tax (AMT), how it can create a tax liability when you exercise incentive stock options, and how to calculate AMT for your tax return.
Understanding equity incentive plans for corporations and LLCs
Understanding equity incentive plans for corporations and LLCs
Learn how to create and manage an equity incentive plan, including the different types of equity awards, key design decisions, and legal requirements.
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