Carta
Equity management software for private companies and private equity firms, covering cap tables, equity awards and reporting.
Overview
Carta's equity management product lets private companies issue and track shares, administer stock options and other equity awards, and generate stock-based compensation reports. Carta markets the product to private equity firms that run equity plans across portfolio companies, and sells a separate fund administration and fund ERP suite to venture capital, private equity and private credit managers.
The software is delivered as a cloud platform with modules for cap table management, independent valuations, SAFE financings, compensation benchmarking and secondary liquidity transactions integrated with the cap table. Equity and tax advisory from specialists is offered alongside the software.
Key Features
- + Cap table management
- + Equity award administration
- + Stock-based compensation reporting
- + Secondary liquidity transactions