Cap Table Management for LLCs

Elevate your cap table

Designed to support various equity structures and distribution rules in LLCs and private equity-backed companies.

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End-to-end cap table management

Give your spreadsheets a break and automate your cap table.

UI of cap table updating automatically on Carta

Automate your cap table

Track ownership, manage equity plans with different vesting schedules and distribution rules, and pull cap table reports with a few clicks. No worksheets required.

Get one source of truth

Easily and securely store and distribute documents such as operating agreements, amendments, and K-1s to interest holders and employees directly from Carta.

Drive transparency

Give interest holders a complete view into their equity with the ability to accept equity grants, track vesting, and access documents like interest agreements, K-1s, and 83(b)s through the Carta portal.

Everything equity in one place

Cap table is just the start. Drive efficiency and accuracy across the board.

Reclaim countless hours of modeling time, so you can focus on your core business. In a single click, create waterfall models that are accurate, transparent, and customized to your operating agreement.

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Make ASC 718 reporting easy with automated and audit-defensible financial reports for profits interests on your single source of truth cap table.

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Get fast and compliant 409A, liquidation threshold, or profit interest valuations on demand and use them to issue equity.

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Frequently Asked Questions

What types of securities can be managed on Carta LLC?

You can access and manage profit interests, management incentive units, capital interests, phantom units, UARs/EARs, options, preferred units, common units, and LTIPS on the Carta platform.

How does ownership management across multiple entities work with Carta LLC?

Carta LLC is built to track all of your entities ownership in one account. Admins can toggle between the captables and view multi-entity ownership structures all in one place.

Do I need to be on Carta’s LLC cap table platform to access valuations, financial reporting, and waterfall modeling?

Yes, you need to be onboarded onto Carta LLC to request valuations, pull ASC 718 financial reports, and run waterfall models because your up-to-date cap table is an essential input for all of these. Learn more about pricing for LLCs here .

Start managing your equity with Carta

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DISCLOSURE: This publication contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.