Carta Equity Management
Manage cap tables, equity issuance, option grants, and valuations in one platform.
Executive Summary
Carta is a cloud-based equity management and cap table platform that simplifies equity administration for startups, growth-stage companies, and enterprises. It provides real-time cap table tracking, electronic stock and option issuance, board approvals, and automated workflow management across stakeholders, investors, and employees. In addition to cap table management, Carta offers automated 409A valuations, liquidity management, and HRIS integrations to synchronize employee data. By providing clear visibility into equity compensation and ownership, Carta helps founders, legal teams, and HR leaders streamline compliance, board reporting, and total rewards programs.
Use Cases
- Cap table management and real-time equity tracking
- Issuing stock options and RSUs electronically to employees
- Obtaining independent 409A valuations and regulatory compliance
- Managing investor communications and electronic board consents
- Integrating HR equity data into compensation and payroll systems
Features
Visibility
- Interactive Cap Table: Real-time, detailed view of share equity distribution, fully diluted ownership percentages, and unallocated option pools.
- Employee Equity Portal: Self-service dashboard enabling employees to view vested option value, exercise shares, and review grant vesting schedules.
Intelligence
- Waterfall & Dilution Modeling: Simulate future venture financing rounds, convertible notes, and exit scenarios to analyze payouts across share classes.
- Compensation Benchmarking: Compare salary, bonus, and equity packages directly against industry peer group datasets.
Support
- Valuation & Specialist Support: Access to dedicated valuation analysts and legal specialist support for 409A filings and transaction management.
Technical Specifications
- Architecture
- Multi-tenant cloud application with microservices architecture and secure data isolation.
- Deployment
- SaaS
- Authentication
- SSO/SAML, MFA
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
Integrations
- BambooHR
- Gusto
- Workday
- Namely
- Rippling
- Sequoia
- TriNet
- ChartHop
- Compound
- Merge
Security & Compliance
Certifications: SOC 2 Type II, ISO/IEC 27001
Encryption: AES 256-bit encryption at rest and TLS 1.2+ encryption in transit.
Pricing
- Model
- Subscription based on company funding stage and employee count
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market,Enterprise
- Contract Type
- Annual
- Free Trial
- No (no credit card required)
Ratings & Reviews
G2: 4.5/5/5 · Capterra: 4.6/5/5
About Carta
Carta is a B2B software company that provides an ERP for private capital, specializing in capitalization table management, valuation software, and fund administration. They digitize equity and track company ownership for startups, private equity firms, venture capital funds, and their investors and employees. Their platform aims to bring the speed and predictability of public markets to private capital.
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