Carta

Overview

Products and services

• Cap table management software
• 409A valuations
• Equity compensation administration
• Board management tools
• Liquidity and secondary market services
• Fund administration services

Business problems addressed

• Manual tracking of complex ownership structures
• Difficulty in maintaining compliance with tax and securities regulations
• Administrative burdens of issuing and tracking stock options
• Inefficient communication between founders, investors, and legal counsel
• Challenges in managing secondary transactions and liquidity events

Key benefits and capabilities

• Digital equity certificate issuance
• Real-time cap table visualization
• Automated exercise workflows for stock options
• Secure document storage and sharing
• Scenario modeling for future funding rounds
• Reporting and analytics dashboard

Frequently asked questions

What is the primary purpose of Carta?

Carta is used to manage equity, cap tables, and valuations for companies and their investors to ensure accurate ownership records.

Can Carta be used by companies at all stages?

Yes, Carta supports organizations from early-stage startups to established public companies with varying equity administration needs.

Does Carta handle board management?

Yes, the platform includes tools for managing board documents, meetings, and approvals related to equity and governance.