Carta
Carta provides a comprehensive platform for equity management, serving over 40,000 companies and managing $126 billion in assets under administration.
Equity Management Platform
Carta offers a comprehensive platform for equity management, handling the entire process from early equity issuance to IPO. This service is designed to streamline and securely manage equity transactions for companies at various stages of growth.
Cap Table Management Services
Carta provides cap table management services, allowing companies to securely issue, track, and process equity payments. This service ensures that all equity transactions are handled efficiently and accurately, facilitating smoother equity operations.
409A Valuations
Carta offers 409A valuations, helping companies enter audits with confidence. These valuations are crucial for maintaining compliance and providing accurate assessments of a company's fair market value.
SAFE Financing Services
Carta's SAFE financing services enable secure collection of signatures and movement of money. These services are designed to simplify and safeguard the financing process for startups and investors alike.
Financial Reporting Tools
Carta provides financial reporting tools that help companies generate stock-based compensation reports quickly. These tools ensure accurate and timely financial reporting, essential for maintaining transparency and compliance.
Equity Advisory Services
Carta offers equity advisory services, empowering teams with actionable tax and equity knowledge. These services are aimed at enhancing the financial literacy of company teams, promoting better decision-making regarding equity.
Liquidity Solutions and Secondary Transactions
Carta provides liquidity solutions to execute secondary transactions that fully integrate with cap tables. This service helps companies manage liquidity events efficiently and transparently.
Total Compensation Data
Carta offers total compensation data, providing companies with reliable salary and equity benchmarks. This data is essential for making informed compensation decisions and maintaining competitive pay structures.
Free Equity Management for Early-Stage Founders
Carta offers a free version of its platform for early-stage founders, allowing them to manage equity and build their cap table at no cost. This option provides essential equity management tools to startups during their initial growth phases.
Client Base and Managed Assets
Carta serves over 40,000 companies and helps manage over 2 million shareholder accounts. The company oversees $126 billion in assets under administration, reflecting its substantial presence in the equity management market.
Venture Capital Tools
Carta offers tools for venture capitalists to automate back office operations and manage funds of any size. These solutions help VCs streamline their processes and focus more on investment activities.
Private Equity Solutions
Carta provides private equity solutions, enabling the management of multi-entity LLC ownership and PE funds. These services are tailored to meet the complex needs of private equity firms, ensuring efficient fund management.
API Solutions for Custom Integrations
Carta offers API solutions that allow clients to build custom integrations with Carta's platform. This flexibility enables companies to integrate Carta's services seamlessly into their existing systems.