Issue share certificates, prep reports and model future fundraises securely
Enter audits with confidence with tailored, cost-effective EMI, CSOP or 409A valuations
Set up your share plan, grant options online and track scheme usage
Get reliable salary and equity benchmarks for every role, level and region
Put compliance on auto-pilot with automated registers and direct filings
For early-stage founders to manage equity and build their cap table
Automate your back office with solutions from capital calls to closings
Guide your fund's strategy with data-driven precision from forecasting to modelling
Unlock a seamless tax season with your fund accounting and taxes in one place
Automate every step and workflow with a connected loan solution
Form, close, and administer your SPV on a platform build for professional investors
Tap into private market AI to manage your alternative investment data
Turn your collective network into a deal-winning relationship engine
Centralize investor intelligence and automate your fundraising flywheel
Run fund admin, portfolio analytics, and valuations in one intelligent system
Drive defensible decisions with automated AML, KYC and investor onboarding
Eliminate deal friction with AI-powered redlining and rapid contract execution
Simplify complex transfers with a fully managed, expert-led LP transfer service
Transform transactional workflows with an AI-native law firm, powered by our acquisition of Avantia Law
How London-based Ooodles gained financial clarity and improved compliance on Carta
Find the solutions you need to drive your business forward at any stage
Scale funds of any size with unified, end-to-end workflows
For early-stage founders to manage equity and build their cap table.
Data on how PE-backed firms use equity to attract and retain talent
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