Carta

General Information About Carta

Trusted by over 30,000 companies and investors, Carta is changing the way companies, investors, and employees manage equity and ownership. Founders can use Carta to prepare for fundraising, execute SAFE financings, and issue and track founder, employee, and investor equity. A clean cap table is just the beginning.

Carta’s mission is to create more owners, empowering individuals and businesses to take control of their equity. Through their global ownership management platform, Carta is revolutionizing how companies, investors, law firms, and employees navigate the complex world of equity management. By seamlessly converging private and public markets and mapping the global ownership network, Carta is creating new opportunities for businesses and individuals.

The dedicated team at Carta is working towards building a generational company that can fundamentally transform how ownership and finance operate. Their commitment to the democratization of ownership and transparency drives their relentless pursuit of excellence.

In a world where understanding ownership and equity can be challenging, Carta simplifies and streamlines the process with an intuitive platform. Entrepreneurs can effortlessly manage their ownership stakes, investors can make informed decisions, law firms can navigate complex equity structures, and employees can see the true value of their work.

Carta Features

• Run an informed fundraising process with benchmarks and scenario modeling.
• Get board approvals within Carta, streamlining the process alongside managing equity and 409A valuations.
• Administer liquidity events for private companies easily on Carta.
• Automatically update your cap table with Carta when issuing electronic securities, raising a round, or getting a 409A valuation.
• Keep track of compliance requirements and filings with Carta’s compliance feature, managing 409A valuations and equity plan administration.
• Securely manage critical company documents with Carta’s document management feature, sharing them securely with stakeholders and investors.
• Collaborate efficiently with Carta’s messaging feature, allowing communication and sharing of important information in one place.
• Access valuable insights into your cap table, financing rounds, and more with Carta’s data analytics, providing reports and analytics for informed business decisions.
• Stay connected and informed with Carta’s mobile app, available on iOS and Android, providing real-time access to equity and cap table information no matter where you are.