Carta

Carta is a comprehensive equity management platform designed to streamline the complex processes associated with managing startup and private company ownership. Key features of Carta include cap table management, which provides a detailed and accurate view of company ownership; equity plan administration, which helps companies manage employee stock options and equity grants; and scenario modeling, which allows companies to forecast the impact of future financing rounds or liquidity events on ownership. Additionally, Carta offers 409A valuations, ensuring compliance with IRS regulations for non-publicly traded equity. The platform also supports electronic security issuance, reducing paperwork and simplifying the process of issuing stock certificates. For investors and fund managers, Carta provides portfolio management tools, enabling them to track investments and analyze their portfolios' performance. Enhanced by robust security measures, including data encryption and compliance with major regulatory standards, Carta ensures that sensitive financial data is handled securely, making it a trusted tool for companies, investors, and employees alike.