Carta helps private companies, public companies and investors manage their cap tables, valuations, investments and equity plans.

CAP Table Management

The source of truth for your company’s equity.

409A Valuations

The leader in audit-ready, fast, cost-effective 409As.


Offer liquidity by running one-off transactions, tender offers and stock buybacks.

Transfer Agent

Carta is an SEC-registered transfer agent with best-in-class software.

Equity Plan Administration

Security issuance for every type of equity award and equity plan.


Easy and intuitive participant trading experience for employees.

Fund Administration

Full-service fund accounting with real-time views of your financials.

ASC 820

Accurate, on-time valuations from Carta’s team of experienced analysts.



If interested, contact Douglas Roth at