The equity management platform for every stage of your company's growth.
Carta is the global leader in equity management and private market infrastructure, utilizing a ledger-based architecture to provide real-time accuracy for cap tables, valuations, and fund administration. By 2026, Carta has solidified its market position by integrating advanced LLM-driven document processing (Carta AI) to automate the extraction of data from legal documents like board consents and option agreements. The platform operates on a robust API-first strategy, allowing seamless data flow between HRIS systems, accounting software, and legal partners. Technically, Carta's infrastructure is built to handle the complexities of secondary market transactions, complex waterfall distributions, and ASC 718 reporting. Its market position is defined by its massive network effect, connecting over 40,000 companies with millions of employees and investors. As the industry standard for 409A valuations and tax compliance (83b elections), Carta reduces administrative friction for founders and venture capital firms alike, providing a unified source of truth for ownership data across the private equity lifecycle.
Carta is the global leader in equity management and private market infrastructure, utilizing a ledger-based architecture to provide real-time accuracy for cap tables, valuations, and fund administration.
Explore all tools that specialize in 409a valuation. This domain focus ensures Carta delivers optimized results for this specific requirement.
Explore all tools that specialize in manage company equity and ownership. This domain focus ensures Carta delivers optimized results for this specific requirement.
Uses proprietary LLMs to parse unstructured PDF legal documents into structured ledger data.
Algorithmic calculation of payout distributions across complex liquidation preferences.
Electronic filing and tracking of IRS 83(b) elections for equity holders.
Automated stock-based compensation expense reports for GAAP compliance.
End-to-end infrastructure for private secondary transactions and liquidity events.
Integrated view of salary, equity, and benefits for employees.
Hierarchical data structure for holding companies and subsidiaries.
Create a legal entity profile including jurisdiction and incorporation date.
Upload historical legal documents (AOI, Bylaws) to the Carta AI vault for automated data extraction.
Import current cap table data via bulk CSV upload or manual entry.
Reconcile historical equity issuances against the legal document trail.
Configure security classes (Common, Preferred, Warrants) with specific rights and preferences.
Invite legal counsel to review and verify the initial cap table setup.
Connect HRIS (e.g., Rippling, Gusto) to synchronize employee data for automated grant workflows.
Initiate a 409A valuation request through the platform’s integrated valuation services.
Set up board approval workflows for electronic signing of new equity grants.
Launch the stakeholder portal to allow employees and investors to track their holdings.
All Set
Ready to go
Verified feedback from other users.
"Highly rated for its 'Launch' plan for startups and its robust 409A valuation service, though users often find the Enterprise pricing steep and the UI complex for first-time users."
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