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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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Founder Education

Form 1120-S
Form 1120-S
Form 1120-S is a form used by U.S. S-Corporations to file income tax returns to the IRS. Learn more about 1120-S and deadlines for the 2023 tax year.
Bootstrapping
Bootstrapping
Many startup founders use their own money before seeking out funding from investors. Here's what you need to know about bootstrapping your startup.
Tax planning for small businesses
Tax planning for small businesses
Small businesses owners and entrepreneurs can use these tax planning strategies to save on taxes and maximize business growth.
Founders: Get tips for your first pitch to investors
Founders: Get tips for your first pitch to investors
Founders using Carta Founder Studio now have access to a detailed questionnaire for honing their pitches to early-stage investors.
The ultimate guide to pitch decks for founders
The ultimate guide to pitch decks for founders
Prepare for your next fundraise with this guide to pitch decks. Learn the outline of a great pitch deck for investors & download a free template to get started.
11 fundraising tips from a founder who raised $50 million
11 fundraising tips from a founder who raised $50 million
Founder and CEO of Trust & Will Cody Barbo shares how he successfully raised $50 million from angels, venture funds, and corporate VCs.
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