Carta
Carta is a comprehensive equity management platform that helps companies, investors, and employees manage ownership and build businesses.About:
Carta is an all-in-one equity management solution designed to simplify complex financial processes for startups and growing companies. Companies use Carta to streamline cap table management, automate equity issuance, facilitate fundraising, ensure compliance, and provide real-time valuation insights. With features like automated 409A valuations, board and stockholder management, and liquidity solutions, Carta empowers businesses to focus on growth while efficiently managing their ownership structure. The platform's integrated approach reduces administrative overhead, minimizes errors, and provides transparency for all stakeholders, making it an essential tool for modern businesses navigating the complexities of equity management and private capital markets.
Best fit for:
Employee Count: 10-1,000+
Location: Global, with a focus on North America
Industries: Software, Financial Services, Technology Startups, Venture Capital
Job Titles: CEO, CFO, Head of HR, General Counsel, Finance Director
Key Features:
- Cap Table Management: Maintain accurate, real-time records of company ownership and equity transactions.
- 409A Valuations: Obtain compliant fair market value assessments for private company stock.
- Equity Plan Administration: Manage stock options, issue grants, and track vesting schedules effortlessly.
- Board and Stockholder Management: Streamline approvals, consents, and communications with stakeholders.
- Scenario Modeling: Model different financing and exit scenarios to understand potential outcomes.
- Liquidity Solutions: Enable secondary transactions and tender offers for private company shares.
Company Summary
Carta is a company that helps businesses and investors manage ownership and equity. They provide tools to track who owns parts of a company, handle valuations, and manage investments. Their goal is to make it easier for more people to own shares in companies. (carta.com)
Price Estimate
Carta offers different pricing plans based on the services you need. For detailed pricing information, you can visit their pricing page.
Who is Carta for?
Carta is designed for companies of various sizes, from small startups to large enterprises. Typical users include:
- Founders
- Chief Financial Officers (CFOs)
- Human Resources Managers
- Investors
- Legal Advisors
They serve industries such as technology, finance, healthcare, and more.
Features, Functionalities, and Benefits
Carta offers several key features:
- Cap Table Management: Keep track of company ownership and share distribution.
- Valuations: Get professional assessments of your company’s value.
- Share Plans: Create and manage employee stock option plans.
- Fund Administration: Automate back-office tasks for investment funds.
- Special Purpose Vehicles (SPVs): Form and manage investment entities easily.
Use Cases
Companies use Carta for various purposes:
- Managing Company Ownership: Keep accurate records of who owns shares.
- Valuing the Company: Understand the company’s worth for fundraising or selling.
- Setting Up Employee Stock Plans: Offer employees ownership through stock options.
- Handling Investments: Manage investments and investor relations.
- Creating Investment Funds: Set up and manage investment funds efficiently.
Who Are Their Best Customers?
Carta serves a wide range of customers, including:
- Slack: A communication platform that uses Carta to manage its equity and ownership structures.
- Affirm: A financial technology company that utilizes Carta for cap table management and valuations. (en.m.wikipedia.org)
What Makes Carta Different?
Carta stands out by offering a comprehensive platform that combines equity management, valuations, and fund administration in one place. This integration simplifies complex processes for companies and investors, making ownership more accessible and transparent.
Legal Info:
You can find Carta’s Privacy Policy and Terms of Service on their website:
- Privacy Policy: (en.m.wikipedia.org)
- Terms of Service: (en.m.wikipedia.org)
More Demos (1)
Interactive Demos (0)
Useful Links & Resources
Related companies