Carta

The product is a software platform for private capital operations that manages equity, cap tables, share plans, valuations, fund administration, and compliance workflows. It sells to finance, legal and executive teams at private companies, venture capital and private equity firms, fund managers and private credit funds ranging from early-stage startups to enterprises. It is delivered as a SaaS platform with integrated modules and an API, combining automated workflows with expert services.

Key features

• Cap table management
• 409A, EMI and CSOP valuations
• Share plan administration
• Compensation benchmarking
• Equity compliance automation
• Fund administration
• Fund forecasting and modeling
• Fund tax and accounting
• Portfolio valuations
• SPV formation and administration
• Loan operations automation
• Deal CRM
• LP CRM
• LP portfolio analytics
• KYC/AML investor onboarding
• ERP for private capital
• Contract redlining and execution
• LP transfer services
• Developer API platform