Carta for Companies
Carta
Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans.
Carta for Companies
Carta
Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans.
Select a tier...
Pricing Plans
Launch
Free cap table management for recently incorporated startups with up to 25 security holders and up to $1M raised.
Starter
Basic equity management and 409A valuations for early-stage startups​.
Growth
Equity management plus advanced planning and compliance features.
Scale
A complete equity management solution for late-stage companies​.
IPO Ready
Advanced equity management, with features & services to prepare you for liquidity, M&A, and IPO.
- Upon request
- (yearly billing)
- Upon request
- (yearly billing)
- Upon request
- (yearly billing)
- Upon request
- (yearly billing)
- Upon request
- (yearly billing)
Features
- Cap table management​
- Electronic securities & exercising
- Scenario modeling (SAFEs & notes)
- SAFE financings
- HRIS & payroll integration
- Data Room
- Board consents​
- Standard reporting
- Equity plan generation
Features
- All prior features, plus...
- 409A valuations
- Form 3921
Features
- All prior features, plus...
- Scenario modeling (financing rounds)
- Exit modeling
- Investor updates​
- Custom reporting
- Board meeting management​
Features
- All prior features, plus...
- Expense reporting
- Rule 701 Disclosure Suite
Features
- All prior features, plus...
- Talk to our specialists about a custom plan that meets your support, compliance, tax, and reporting needs.​
Reviews
App description
Carta is an equity management software that helps the users to efficiently and conveniently manage their companies valuations, cap tables, investments and equity plans. The software acts as the source of truth for the user’s companies equity. It provides audit-ready, fast and cost-effective valuations. Carta offers liquidity to the user’s companies by running tender-offers, one-off transactions, and stock buybacks. It is an SEC-registered platform that acts as a transfer agent. It allows users to issue electronics security to those stakeholders who are ready to use Carta. The software allows users to do sensitivity and breakpoint analysis along with dilution and payout modelling. Users can perform full-service fund accounting and even view their real-time financials. This helps the users to make better financial decisions that will benefit them in the long run. The software’s portfolio dashboard helps the users to track their performance. Further, the experienced team members of the software provide accurate and on-time valuations to the users.