Christine Ngo

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Generate your latest stock-based compensation reports in a few clicks

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For early-stage founders to manage equity and build their cap table

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Automate your back office with solutions from scenario modeling to closings

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Access capital outside your regular call cadence

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View, track, and manage multi-entity LLC ownership or your PE fund

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Automate your back office with solutions from scenario modeling to closings

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Unlock a seamless tax season with your fund accounting and taxes in one place

ASC 820

Get audit-ready valuations for consistent financial reporting

Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

Waterfall Modeling

Run any waterfall model with a bespoke modeling engine.

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Distributions

Streamline distributions through cap table and waterfall integration

PFA Rules
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Learn more about new private fund adviser rules and what these changes mean for your fund

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For LLCs

All Equity Management for LLCs

Track, manage, and view multi-entity ownership structures in one place

Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

Waterfall Modeling

Run any waterfall model with a bespoke modeling engine

Distributions

Streamline distributions through cap table and waterfall integration

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Employee equity guide

Learn how to build an employee equity plan that is right for you

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Help your clients issue equity, keep cap tables up to date, and stay compliant
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Finance

Access tools and services from audit-ready valuations to compliance support

HR

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Healthcare

Streamline how you manage equity, stay IRS compliant, and generate reports
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Get tools and services for an easier and more cost-effective fundraise

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PRICING & PLANS

For Companies

Find the solutions you need to drive your business forward at any stage

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For Venture Capitalists

Providing VCs with an automated back office to help them run funds of any size

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For Private Equity and LLCs

Built for LLCs, PE-backed companies, and PE funds to manage ownership

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Launch

For early-stage founders to manage equity and build their cap table

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Christine Ngo

Christine Ngo leads operations for the Carta Valuations team. She has spent her career valuing venture-backed private companies and is passionate about democratizing valuations for founders.

Christine Ngo leads operations for the Carta Valuations team. She has spent her career valuing venture-backed private...

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What is a 409A valuation?
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Exercising stock options
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Pre-money vs post-money SAFEs
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