Carta
Equity management, solved.
Overview
Carta is a technology platform that specializes in equity management for private companies, investors, and employees. While it started with capitalization table management, it has expanded its services to include valuations (409A), fund administration, and liquidity solutions. For investment firms, particularly in the venture capital space, Carta provides tools to manage their fund's back office, from formation and administration to LP reporting and portfolio insights.
✨ Key Features
- Fund Administration
- Capitalization (Cap) Table Management
- Valuations (409A)
- LP Portal
- Scenario Modeling
- SPV (Special Purpose Vehicle) Management
- ASC 820 Reporting
🎯 Key Differentiators
- Network effects from having both companies and investors on the same platform
- Integrated suite of services from cap table to fund admin to liquidity
- Technology-first approach to historically service-heavy industries
Unique Value: Carta creates a single source of truth for equity ownership, connecting companies, investors, and employees on one platform and streamlining complex processes like fund administration and valuations.
🎯 Use Cases (5)
✅ Best For
- Automating fund administration tasks like capital calls, distributions, and LP reporting for VC funds.
- Serving as the single source of truth for a startup's equity and cap table.
- Streamlining the process for portfolio companies to get 409A valuations.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Hedge funds or firms focused on public markets
- Real estate investment management
- Firms needing a primary CRM for deal sourcing
🏆 Alternatives
Compared to traditional fund administrators who rely on manual processes and spreadsheets, Carta offers a more efficient, transparent, and real-time software-driven solution. Unlike other cap table software, Carta has a much broader ecosystem of services, including fund admin and liquidity.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies by plan tier)
🔒 Compliance & Security
💰 Pricing
Free tier: For very small companies (up to 25 stakeholders) and no fundraising.
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