Carta is a technology company based in San Francisco, California, specializing in capitalization table management and valuation software. Their platform offers a comprehensive suite of software and services designed to support private capital markets. Carta helps companies, investors, and employees manage equity, fund administration, valuations, tax, audit support, and portfolio insights.
Vendor
Carta
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- Fund Tax
Carta’s fund tax solution simplifies tax management for funds with automated workflows, real-time updates, and seamless integration.
- SPVs
Carta’s SPV solution simplifies special purpose vehicle management with automated workflows, real-time updates, and seamless integration.
- Total Compensation
Carta’s compensation management solution simplifies equity compensation with automated workflows, real-time updates, and seamless integration.
- 409A Valuations
Carta’s 409A valuations provide accurate, IRS-compliant valuations with automated workflows and real-time updates for efficient equity management.
- Capital Call Line of Credit
Carta’s capital call lines of credit solution simplifies fund financing with automated workflows, real-time updates, and seamless integration.
- Fund Formations
Carta’s fund formation solution simplifies the creation of investment funds with automated workflows, real-time updates, and seamless integration.
- Forecasting & Planning
Carta’s fund forecasting solution enhances financial planning with automated workflows, real-time updates, and seamless integration.
- QSBS Attestation
Carta’s liquidity solution simplifies secondary transactions with automated workflows, real-time updates, and seamless integration.
- Equity Advisory
Carta’s equity advisory service provides expert guidance on equity management, ensuring compliance and optimizing equity strategies.
- Cap table management
Easily view, track, and issue equity on a secure platform that grows alongside your business. No more spreadsheets, no more errors.
- Financial Reporting
Carta’s financial reporting solution simplifies equity reporting with automated workflows, real-time updates, and seamless integration.
- Liquidity
Carta’s liquidity solution simplifies secondary transactions with automated workflows, real-time updates, and seamless integration.
- Safe financings
Carta’s SAFEs management simplifies equity financing with automated workflows, real-time updates, and seamless integration for efficient equity control.
- Fund Administration
Carta’s fund administration solution streamlines fund management with automated workflows, real-time updates, and seamless integration.
- ASC 820
Carta’s ASC 820 solution simplifies fair value measurement with automated workflows, real-time updates, and seamless integration.