
Carta is a technology company based in San Francisco, California, specializing in capitalization table management and valuation software. Their platform offers a comprehensive suite of software and services designed to support private capital markets. Carta helps companies, investors, and employees manage equity, fund administration, valuations, tax, audit support, and portfolio insights.
Vendor
Carta
Company Website
- 409A Valuations
Carta’s 409A valuations provide accurate, IRS-compliant valuations with automated workflows and real-time updates for efficient equity management.
- ASC 820
Carta’s ASC 820 solution simplifies fair value measurement with automated workflows, real-time updates, and seamless integration.
- Cap table management
Easily view, track, and issue equity on a secure platform that grows alongside your business. No more spreadsheets, no more errors.
- Capital Call Line of Credit
Carta’s capital call lines of credit solution simplifies fund financing with automated workflows, real-time updates, and seamless integration.
- Equity Advisory
Carta’s equity advisory service provides expert guidance on equity management, ensuring compliance and optimizing equity strategies.
- Financial Reporting
Carta’s financial reporting solution simplifies equity reporting with automated workflows, real-time updates, and seamless integration.
- Forecasting & Planning
Carta’s fund forecasting solution enhances financial planning with automated workflows, real-time updates, and seamless integration.
- Fund Administration
Carta’s fund administration solution streamlines fund management with automated workflows, real-time updates, and seamless integration.
- Fund Formations
Carta’s fund formation solution simplifies the creation of investment funds with automated workflows, real-time updates, and seamless integration.
- Fund Tax
Carta’s fund tax solution simplifies tax management for funds with automated workflows, real-time updates, and seamless integration.