Snapshot
Carta helps private companies, public companies and investors manage their cap tables, valuations, investments and equity plans.What You Get
Carta offers CI companies a discounted rate for help in managing 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.
Secondaries
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.
ESPP
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.