CARTA FOR HEALTHCARE AND LIFE SCIENCES
Streamline how you manage equity
EQUITY MANAGEMENT FOR PRIVATE AND PUBLIC COMPANIES
Beyond cap table management and 409A valuations
CARTA HELPS 28,000+ COMPANIES MANAGE EQUITY
CARTA PLAN DETAILS
Features and services by plan
- 409A valuations
- Cap table management
- Electronic securities
- Board consents
- Everything in Starter
- Form 3921
- Scenario modeling
- Investor updates
- Board meeting management
- Everything in Growth
- ASC 718 expensing
- Rule 701 management
- Payroll tax integrations – Beta
- Report builder
- Everything in Scale
- 10b5-1 plan support
- ESPPs
- Form 144 support
EQUITY MANAGEMENT FOR PUBLIC COMPANIES
We’re changing how equity is managed
Carta began serving public companies in 2017 and serves both fast-growing companies going through the IPO process and public companies transitioning from their current equity management solution to Carta. Managing equity can be time consuming, complicated, and expensive. At Carta, we simplify the process.
CUSTOMER SPOTLIGHT
Case study: Immunomedics
See how Immunomedics manages their equity through key milestones on Carta.
Compliance
Stay compliant
Automated checks
Carta has built-in checks to ensure compliance when issuing equity. Our checks include Rule 701, Rule 144, and the ISO $100K limit.
Get audit-defensible 409As
EQUITY REPORTING
Get the reports you need
Auditor-ready expense accounting
Prep for your next round
EMPLOYEE STOCK PURCHASE PLANS
Intuitive participant experience
On-demand webinar
The road to IPO
Hear from Life Science industry experts from Carta, TriNet, Moss Adams, and FLG Partners as they discuss best practices for companies considering an IPO.
