Carta
PaidEquity management platform for cap tables, valuations, and fund administration.
What does this tool do?
Carta is a sophisticated equity management platform designed to help startups, investors, and private companies manage their complex financial ecosystems. The platform offers end-to-end solutions for cap table management, 409A valuations, equity issuance, financial reporting, and fund administration. Unlike traditional spreadsheet-based approaches, Carta provides a comprehensive digital infrastructure that automates complex equity transactions, tracks ownership changes, and provides sophisticated financial insights for private market participants.
AI analysis from Feb 18, 2026
Key Features
- Cap table management
- 409A valuation services
- SAFE financing tools
- Financial reporting generation
- Secondary transaction execution
- Total compensation benchmarking
- Fund administration services
Use Cases
- 1Early-stage startup equity tracking and management
- 2Conducting 409A valuation for tax compliance
- 3Managing SAFE (Simple Agreement for Future Equity) financings
- 4Executing secondary equity transactions
- 5Fund administration for venture capital and private equity firms
Pros & Cons
Advantages
- Integrated platform covering multiple equity management needs
- Automated compliance and reporting features
- Extensive data and benchmarking capabilities
- Seamless workflow for cap table management
Limitations
- Potentially complex interface for non-financial users
- Higher pricing compared to basic spreadsheet solutions
- Requires significant initial setup and data migration
Pricing Details
Pricing details not publicly available. Offers a Launch product for early-stage founders with a 'Get started for free' option.
Who is this for?
Venture-backed startups, private equity firms, venture capital funds, founders, and financial leaders managing complex equity structures