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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

By Business Type

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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

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

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Policy

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.
Section 12(g) of the Securities Exchange Act: Issue brief
Section 12(g) of the Securities Exchange Act: Issue brief
The trigger that pushes private companies public
Silicon Valley Bank: How the bank’s collapse could impact private market policy
Silicon Valley Bank: How the bank’s collapse could impact private market policy
The failure occurred in the banking system, but its effects will not stop there. The turmoil will affect and inform how the SEC and Congress approach venture capital and private market policy.
Policy outlook: Capital markets
Policy outlook: Capital markets
Financial services will drive much of the policy debate in Congress, and capital formation will be a key focus.
Venture capital regulations
Venture capital regulations
The SEC regulates most aspects of venture capital funds and fund managers. Learn more about private fund regulation requirements to remain compliant.
Crypto taxes
Crypto taxes
The IRS taxes trading, mining, or acquiring digital assets, including cryptocurrencies and NFTs. Learn how using crypto affects your 2022 tax return.
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