Carta’s platform allows you to see cap tables in real time, run allocation waterfalls across each portfolio company, and view your consolidated portfolio—all from one place.
With all equity transactions taking place on Carta, cap tables are updated automatically and always accurate.
Plan for the future. Understand the payout at various exit scenarios and run quarterly valuations.
Deal teams can spend less time updating cap tables and issuing securities, giving them time back to focus on making deals.
Instead of manually sending K-1s every year, Carta will securely send them for you.
Get fast liquidation threshold and profit interest valuations.
Participants are kept up to date with in-app communications and are able to easily accept securities and track their vesting.
Carta is not just for your portfolio companies. We help thousands of investors with equity management, fund administration, ASC 820 valuations, and portfolio management and analytics.
Our team will work with you to tailor a solution suited to your portfolio and fund structure. We can work across equity structures, investment strategies, and operating practices.