Carta
Carta is the market-leading cap table management platform trusted by over 40,000 companies and 2 million stakeholders. Beyond basic equity tracking, Carta provides 409A valuations, option plan management, investor reporting, and fundraising tools in a single platform. The software handles complex scenarios including SAFEs, convertible notes, preferred stock, and secondary transactions. Carta has become the industry standard for cap table management, making it easier to collaborate with lawyers, accountants, and investors who are already familiar with the platform. Its fundraising module helps founders manage investor pipelines, create custom data rooms, and streamline the entire raise process from first contact to closing documents.
Key capabilities
- Cap table management with real-time updates
- 409A valuations and compliance
- Electronic option grants and employee equity portal
- Investor reporting dashboard
- Fundraising pipeline and data room
- Secondary market for liquidity
- Scenario modeling for funding rounds
- Tax document generation
Pricing
Free for companies under $1M in assets. Equity Management from $2,400/year