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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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
Collaboration
Document Management
Electronic Signature
Member Directory
Minutes Management
Role-Based Permissions
Agenda Time Management
Board Assessment
Calendar Management
D&O Questionnaires
For Nonprofits
Polls / Voting
Roles and Terms
Single Sign On
Skills Tracking
Compensation Management
Employee Reward Programs
Incentive Programs
Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Organizational Charting
Salary Planning
Equity Management
Cap Table Management
Deal Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Valuation Management
Vesting Management
ESOP Management
Private Equity
Public Equity
VSOP Management
Financial Reporting
"What If" Scenarios
Audit Trail
Forecasting
General Ledger
Balance Sheet
Cash Management
Consolidation / Roll-Up
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Risk Management
Compliance Management
Liquidity Analysis
Operational Risk Management
Portfolio Management
Portfolio Modeling
Credit Risk Management
For Hedge Funds
Loan Portfolio Management
Market Risk Management
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation