Why Carta?
Equity. Simplified.
Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans.
Trusted by over 28,000 Companies









Private Companies
Streamline how you manage equity from founding to IPO
Cap table software, secondaries & 409A valuations
Lawyers
Manage equity with your clients
Built in compliance checks, streamlined workflow & discounts for your clients
Investors
Modernize how you manage your portfolio and back office
Fund admin, valuations, scenario modeling & portfolio insights
Features
One platform, everything you need to manage equity
Cap table management
The source of truth for your company's equity
409A valuations
The leader in audit-ready, fast, cost effective 409As
Liquidity
Offer liquidity by running one-off transactions, tender offers, and stock buybacks
Electronic securities
Issue electronic securities to stakeholders, who can accept and exercise on Carta
Scenario modeling
Sensitivity and breakpoint analysis, payout and dilution modeling
ASC 718 reporting
Stay audit-ready and GAAP compliant with realtime expense and disclosure reporting
Fund administration
Full-service fund accounting with real-time views of your financials
Portfolio dashboard
Portfolio data collection and a dashboard showing performance
ASC 820
Accurate, on-time valuations from our team of experienced analysts