What is Carta?
Equity made easy. Carta offers a comprehensive platform for both investors and companies to oversee their equity strategies, including valuations, investments, cap tables, and capital plans. Begin by establishing your Carta cap table, then proceed to issue digital securities, obtain 409A appraisals, and facilitate liquidity events. With Carta, your cap table is automatically kept current, reflecting all equity transactions and relevant data. We ensure you remain compliant during the issuance of equity or when acquiring 409A valuations. Both investors and employees have the ability to accept electronic securities and exercise their options while also being able to monitor their vesting schedules. Supporting over 800,000 shareholders in managing equity valued at $575 billion, Carta serves a diverse clientele. Whether you're seeking a cap table and 409A or aiming to execute secondary transactions, utilize financial reporting, tax tools, and maintain closer connections with your investors, Carta is here to assist you every step of the way. With its user-friendly interface, Carta makes managing equity simpler than ever before.
Pricing
Price Starts At:
$2,800 per year
Price Overview:
Cost based on stakeholder count, complexity, and plan
Integrations
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Screenshots and Video
Company Facts
Company Name:
Carta
Date Founded:
2012
Company Location:
United States
Company Website:
carta.com
Product Details
Deployment
SaaS
Windows
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
Carta Categories and Features
Financial Risk Management Software
Compliance Management
Liquidity Analysis
Operational Risk Management
Portfolio Management
Portfolio Modeling
Financial Reporting Software
"What If" Scenarios
Audit Trail
Forecasting
General Ledger
Equity Management Software
Cap Table Management
Deal Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Valuation Management
Vesting Management
Compensation Management Software
Employee Reward Programs
Incentive Programs
Board Management Software
Approval Process Management
Collaboration
Document Management
Electronic Signature
Member Directory
Minutes Management
Role-Based Permissions