Carta is equity management software that lets companies issue, track and manage their securities from incorporation to IPO. Its cap table management sits alongside compensation benchmarks, employee equity advisory, tender offers, QSBS attestation and 409A valuations in one platform. It is aimed at founders, finance teams and the legal advisers who work with them, and early-stage founders can build their first cap table free with Carta Launch.
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Carta
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What Carta does
Carta covers each stage of a private company's equity. Cap table management lets companies view, track and issue equity on a secure platform. Total compensation offers startup-specific benchmarks for hiring and retention, and equity advisory gives employees tax strategies from experts. Liquidity tools run tender offers while the company keeps control of its cap table, QSBS attestation helps optimise the qualified small business stock tax exemption, and 409A valuations provide audit-ready valuations. Customers are paired with an onboarding manager for data accuracy and admin training, and can reach a support team with equity, financial and accounting experience by chat, email, phone or video. Carta says it protects data through strict procedures and systems, and reports more than 1.7 million equity holders on the platform.
What it does
Carta core capabilities
Cap Table Management
View, track and issue equity securely.
Total Compensation
Startup-specific compensation benchmarks.
Equity Advisory
Expert tax strategies for employee equity.
Liquidity
Run tender offers while controlling the cap table.
QSBS Attestation
Supports the QSBS tax exemption.
409A Valuations
Audit-ready 409A valuations.
Carta Launch
Free cap table for early-stage founders.
Case studies
No case studies yet
Carta doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
Carta security at a glance
Security certifications
Named enterprise customers
Pricing details
Carta pricing
Starting price
Pricing model
Free version
Early-stage founders can build a cap table free with Carta Launch; other plan prices are not listed.
Product videos & screenshots
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Product interface
Carta Interface
Comparisons
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Transparency
Carta sources
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FAQs
Frequently asked questions about Carta
Early-stage founders can build their cap table for free with Carta Launch. Prices for Carta's other equity management plans and services are not listed on the equity management page.
Cap table management, compensation benchmarks, equity advisory for employees, tender offer liquidity, QSBS attestation and 409A valuations, covering companies from incorporation to IPO.
Each customer gets an onboarding manager for data accuracy and admin training, plus access to a support team with equity, financial and accounting experience by chat, email, phone or video.
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