carta.comCarta | Equity Management Solutions

Toggle menu Products For Companies For Venture Capitalists For Private Equity For LLCs For Companies All Equity Management From issuing early equity to IPO, build and scale your business on one platform Cap Table Management Issue, track, and process payments for your company's equity securely 409A Valuations Enter audits with confidence with tailored, cost-effective valuations SAFE Financings Issue SAFEs, collect signatures, and move money securely on one platform Financial Reporting Generate your latest stock-based compensation reports in a few clicks Equity Advisory Empower your team with actionable tax and equity knowledge Liquidity Execute secondary transactions that fully integrate with your cap table Total Compensation Get reliable salary and equity benchmarks Launch For early-stage founders to manage equity and build their cap table Get started for free For Venture Capitalists All Venture Capital Leverage a suite of products and services to support your firm at every stage Fund Administration Automate your back office with solutions from scenario modeling to closings Fund Formations Form your fund, administer the first close, and execute capital calls in six weeks Fund Tax Unlock a seamless tax season with your fund accounting and taxes in one place SPVs Form, close, and administer your SPV in just a few clicks ASC 820 Get audit-ready valuations for consistent financial reporting Capital Call Line of Credit Access capital outside your regular call cadence Carta Carry App Track tasks, message fund admins, and make approvals-from anywhere Learn more For Private Equity All Private Equity View, track, and manage multi-entity LLC ownership or your PE fund Fund Administration Automate your back office with solutions from scenario modeling to closings Fund Tax Unlock a seamless tax season with your fund accounting and taxes in one place ASC 820 Get audit-ready valuations for consistent financial reporting Cap Table Management Manage equity plans with diverse vesting schedules and distribution rules Waterfall Modeling Run any waterfall model with a bespoke modeling engine. Valuations Get audit-ready 409A, liquidation threshold, or profit interest valuations Financial Reporting Generate automated and audit-defensible ASC 718 reports Distributions Streamline distributions through cap table and waterfall integration PFA Rules Free Learn more about new private fund adviser rules and what these changes mean for your fund Watch webinar For LLCs All Equity Management for LLCs Track, manage, and view multi-entity ownership structures in one place Cap Table Management Manage equity plans with diverse vesting schedules and distribution rules Waterfall Modeling Run any waterfall model with a bespoke modeling engine Distributions Streamline distributions through cap table and waterfall integration Valuations Get audit-ready 409A, liquidation threshold, or profit interest valuations Financial Reporting Generate automated and audit-defensible ASC 718 reports Employee equity guide Learn how to build an employee equity plan that is right for you Learn more Solutions BY ROLE For Founders Find solutions to build and scale your business-from issuing equity to IPO For Investors Leverage solutions to support firms at every stage to spend more time on deals For Law Firms Help your clients issue equity, keep cap tables up to date, and stay compliant BY INDUSTRY Finance Access tools and services from audit-ready valuations to compliance support HR Get tailored solutions, from extending offers to answering equity questions Healthcare Streamline how you manage equity, stay IRS compliant, and generate reports Fundraising Get tools and services for an easier and more cost-effective fundraise Learn more Pricing PRICINGPLANS For Companies Find the solutions you need to drive your business forward at any stage View details For Venture Capitalists Providing VCs with an automated back office to help them run funds of any size View details For Private Equity and LLCs Built for LLCs, PE-backed companies, and PE funds to manage ownership View details Launch For early-stage founders to manage equity and build their cap table Get started for free Resources LEARN Carta Classroom Education Blog Eventswebinars Case studies FREE TOOLS Launch Founder Studio Startup Stack FOR PARTNERS Carta for Partners Accelerators API Developer Platform New SUPPORT Contact support Support articles API documentation Community Company COMPANYExecutive team Policy Desk Diversity, equity, and inclusion PEOPLE Life at Carta Careers Engineering NEWS Product release notes Press Innovators Summit View the conversations, panels, and interviews from the Summit Watch now Sign In Request a demo One platform, unlimited potential Carta’s platform of software and services lays the groundwork so you can focus on building the future. Request a demo Take a video tour Support to drive your business forward Equity Management Compensation Venture Capital Liquidity Equity Management Equity Management Manage all things equity in one place, including cap tables, valuations, fundraising, issuing shares, expense accounting, and equity planning. Learn more Compensation Compensation Take the guesswork out of compensation with the industry’s most robust data set and real-time market intelligence powered by machine learning. Learn more Venture Capital Venture Capital Automate your back office and stay focused on deals with full-service fund administration, formations, valuations, audit and tax support, and portfolio insights. Learn more Liquidity Liquidity Simplify equity sales for employees, stakeholders, and investors with an integrated platform and automatic cap table updates. Learn more Explore the latest from Carta Carta Innovators Summit View the conversations, panels, and interviews from the Summit. Watch now 2023 Equity Report Read Carta's demographic analysis of ownership in the private markets. View more Incorporate your company Learn the best way to incorporate your company with Stripe Atlas. View more Start fundraising A faster, easier, and more cost-effective fundraising journey. View more Built for the builders From idea to IPO, Carta supports innovators at every stage and in every role. Founders Over 40,000 companies use Carta to fundraise, issue equity, and stay compliant. Learn more HR From extending offers to answering employee equity questions, find the tools and team to support you. Learn more Law Firms Help your clients issue equity, raise funds, and stay compliant, all in one place. Learn more Investors Manage your fund on Carta so you can spend more time on deals and less time dealing with your back office. Learn more Finance Grow and plan for the future with tools and services that help you with everything from receiving fast valuations to managing burn to running liquidity events. Learn more Trusted by 2,391,436 Equity owners $2.5T Assets on platform 40,000 Companies $126B Assets under administration Extremely responsive and took into account our unique business plans. Cailey Ryckman, Director of Finance and Operations The time we used to spend on fund admin is now time we can spend with portfolio companies or meeting founders. Eric Reiner, Partner No doubt, when you add it all up, Carta is the best overall platform. Noah Belsky, Legal The equity process was new to me, so the hands-on support from Carta gave me the confidence to set it up with ease. Amber Allen, Founder and CEO The most interesting thing about Carta is both its professional services and software. Brian Caroll, Partner Having strong support from Carta has saved us a significant amount of time and mental space for fundraising. Jarrid Tingle, Co-Founder and Managing Partner At the end of the year, I can do our stock option accounting with the push of a button on Carta. Dan Budlovsky, CFO It really matters who you partner with to get it right out of the gate. We're really happy that we went with Carta. La Keisha Landrum...