Carta

byCarta

Carta is a technology company specializing in equity management and financial operations for private companies and the broader private capital ecosystem. Founded in 2012 and headquartered in San Francisco, California, Carta offers a comprehensive suite of tools designed to streamline equity management, fund administration, portfolio tracking, and financial workflows within a unified platform. Their services cater to startups, growth-stage companies, venture capital and private equity firms, and individual investors, enabling organizations to manage equity issuance, track dilution, model financing scenarios, and maintain compliance with regulatory and tax requirements. Carta's platform includes the Carta Equity Suite for cap table management and valuations, Carta Fund ERP for fund administration and portfolio analytics, and Carta Law for legal and compliance services, all integrated to provide real-time visibility and control over data and workflows.

Features

  • Carta Equity Suite: Cap Table Management, 409A Valuations, SAFE Financings, Financial Reporting, Equity Advisory, Total Compensation, Liquidity, QSBS Attestation
  • Carta Fund ERP: Fund Administration, Deal CRM, Fund Tax, SPVs, Fund Forecasting, Portfolio Valuations, Loan Operations, LP Portfolio Analytics
  • Carta Law: Compliance, Contracts, Fund Services
  • AI-powered workflows for enhanced productivity and accuracy
  • Centralized dashboard for equity issuance and ownership tracking
  • Integration with various stakeholders, including companies, investors, and partners
  • Automation of routine tasks to accelerate deal approval and compliance processes
  • Expertise from seasoned professionals in fund administration, tax, and legal services

Product Details

Pricing
Subscription
Deployment
Cloud
Location
🇺🇸 San Francisco, United States
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