Audience
Companies that want a solution to manage their cap tables, valuations, equity plans, and portfolio investments
About Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.
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Pricing
Starting Price:
$2,800 per year
Pricing Details:
Cost based on stakeholder count, complexity, and plan
Integrations
Company Information
Carta
Founded: 2012
United States
carta.com
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Custom VMs From 1 to 96 vCPUs With 99.95% Uptime
Live migration and automatic failover keep workloads online through maintenance. One free e2-micro VM every month.
Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
Carta Frequently Asked Questions
Carta Product Features
Board Management
Approval Process Management
Supported
Collaboration
Supported
Document Management
Supported
Electronic Signature
Supported
Member Directory
Supported
Minutes Management
Supported
Role-Based Permissions
Supported
Agenda Time Management
Not Supported
Board Assessment
Not Supported
Calendar Management
Not Supported
D&O Questionnaires
Not Supported
For Nonprofits
Not Supported
Polls / Voting
Not Supported
Roles and Terms
Not Supported
Single Sign On
Not Supported
Skills Tracking
Not Supported
Compensation Management
Employee Reward Programs
Supported
Incentive Programs
Supported
Bonus Management
Not Supported
Compensation Assessment
Not Supported
Compensation Calculation
Not Supported
Compensation Plan Modeling
Not Supported
Compensation Statements
Not Supported
Organizational Charting
Not Supported
Salary Planning
Not Supported
Equity Management
Cap Table Management
Supported
Deal Management
Supported
Document Storage
Supported
Financial Modeling
Supported
Options Management
Supported
Participant Portal
Supported
Portfolio Management
Supported
Valuation Management
Supported
Vesting Management
Supported
ESOP Management
Not Supported
Private Equity
Not Supported
Public Equity
Not Supported
VSOP Management
Not Supported
Financial Reporting
"What If" Scenarios
Supported
Audit Trail
Supported
Forecasting
Supported
General Ledger
Supported
Balance Sheet
Not Supported
Cash Management
Not Supported
Consolidation / Roll-Up
Not Supported
Income Statements
Not Supported
Multi-Company
Not Supported
Multi-Department / Project
Not Supported
Profit / Loss Statement
Not Supported
Financial Risk Management
Compliance Management
Supported
Liquidity Analysis
Supported
Operational Risk Management
Supported
Portfolio Management
Supported
Portfolio Modeling
Supported
Credit Risk Management
Not Supported
For Hedge Funds
Not Supported
Loan Portfolio Management
Not Supported
Market Risk Management
Not Supported
Risk Analytics Benchmarks
Not Supported
Stress Tests
Not Supported
Value At Risk Calculation
Not Supported
