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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

KYC/AML

Streamline investor onboarding with automated KYC and AML checks built for fund managers.

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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Investors

Echo River Capital balances delivering sustainable water solutions and returns to investors
Echo River Capital balances delivering sustainable water solutions and returns to investors
Peter Yolles launched Echo River Capital to make investments in watertech companies.
Introducing Carta Carry: the first mobile app for fund administration
Introducing Carta Carry: the first mobile app for fund administration
Carta Carry will help you save time, increase transparency with your fund administration team, and ensure accuracy across fund operations.
Coyote Ventures is funding more pleasure, less pain for women
Coyote Ventures is funding more pleasure, less pain for women
Jessica Karr uses her training as a scientist to lead Coyote Ventures, a firm investing in solutions for women's health and wellness.
Market size: TAM, SAM, & SOM
Market size: TAM, SAM, & SOM
Calculating market size before you pitch investors if crucial. Learn how to determine the market size for your company, including TAM, SAM, and SOM.
Qualifying venture capital fund
Qualifying venture capital fund
A qualifying venture capital fund is private fund with no more than 250 beneficial owners and $12 million in assets. It also must meet the statutory definition of a venture capital fund.
Private companies
Private companies
Learn what makes a company private, the different types and structures of private companies, and key differences between public and private companies.
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  • Carta Equity Suite
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