Carta
Carta's intelligent platform connects private capital workflows, data, and people for seamless asset management.
About Carta
Carta provides an integrated ERP platform for private capital, offering tools for equity management, fund administration, and portfolio tracking. With automation, compliance support, and real-time insights, it streamlines complex financial processes for startups, investors, and firms.
Key features
Comprehensive Equity Management
Carta offers a full suite of tools for managing equity, cap tables, valuations, and investments, simplifying financial processes for startups and investors.
User-Friendly Interface
The platform features an intuitive design, making equity and financial management accessible even for users without deep financial expertise.
Automation and Efficiency
Automates equity management tasks, reducing manual work and errors, allowing companies to save time and focus on growth.
Compliance Support
Helps ensure compliance with legal and financial regulations, providing valuable support for startups and firms without in-house legal teams.
Integration Capabilities
Carta integrates with accounting, HR, and other business tools, enhancing functionality and streamlining workflows across platforms.
Pricing
Full pricing pageLaunch
Launch your company and your first cap table, for free
- Up to 25 stakeholders and $1M raised
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
Build
Build your company with powerful add-ons
- Up to 50 stakeholders
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
- White-glove onboarding
- Priced round modeling
- Deal Closings
- Deal Pro Forma
- Customize plan with add-ons
Grow
Get industry-leading valuations and tax support
- Flexible stakeholder limit
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
- White-glove onboarding
- Priced round modeling
- Deal Closings
- Deal Pro Forma
- Customize plan with add-ons
- Board meetings
- Form 3921
- 409A valuations
- 409A valuation audit support
Scale
Navigate compliance effortlessly at any milestone
- Flexible stakeholder limit
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
- White-glove onboarding
- Priced round modeling
- Deal Closings
- Deal Pro Forma
- Customize plan with add-ons
- Board meetings
- Form 3921
- 409A valuations
- 409A valuation audit support
- ASC 718/US GAAP reporting
- ASC 718 audit support
- Rule 701 management
- IFRS financial reporting
- IFRS audit support
- Exit modeling
- IPO Advisory
FAQ
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