Carta

Equity & Cap Table Management

Unpublished

This platform streamlines the management of equity and fund operations, providing tools for cap table management, financial reporting, and compliance tracking. Key features include automated back-office solutions, secure transaction processing, and tailored valuation services, addressing challenges faced by startups, venture capital firms, and private equity funds in efficiently managing ownership, fundraising, and regulatory requirements.

Carta can be found in Equity & Cap Table Management categories.

The most similar products to Carta are:

Ziggma Promoted → Qapita → Eqvista → Asset Class → Capbase →

Details

Carta Main Features

• SPVs
  Easily form and manage your Special Purpose Vehicle (SPV).
• Launch
  Tools for early-stage founders to manage equity and build cap tables.
• ASC 820
  Get ready for audits with consistent financial reporting.
• Fund Tax
  Manage your fund's accounting and taxes all in one place.
• Liquidity
  Carry out secondary transactions that work with your cap table.
• 409A Valuations
  Get tailored and cost-effective valuations for audits.
• Carta Carry App
  Track tasks and communicate with fund admins from anywhere.
• Equity Advisory
  Provide your team with useful tax and equity information.
• Fund Formations
  Form your fund and manage the first close and capital calls quickly.
• Fund Management
  Use a variety of products and services to support your fund at every stage.
• SAFE Financings
  Easily issue SAFEs, collect signatures, and handle money securely.
• QSBS Attestation
  Maximize your equity tax benefits with the QSBS tax exemption.
• Equity Management
  Manage all aspects of equity, including cap tables and share issuance, in one place.
• Total Compensation
  Access reliable benchmarks for salary and equity.
• Financial Reporting
  Quickly generate reports on stock-based compensation.
• Fund Administration
  Automate back office tasks from modeling to closings.
• Cap Table Management
  Securely issue, track, and process payments for your company's equity.
• Forecasting & Planning
  Use data to guide your fund's strategy.
• Capital Call Line of Credit
  Access extra capital outside your usual call schedule.

Carta Benefits

• SPVs
  Easily form and manage Special Purpose Vehicles (SPVs) with just a few clicks.
• ASC 820
  Get ready for audits with consistent valuations for financial reporting.
• Fund Tax
  Simplify tax season by keeping all your fund accounting in one place.
• Liquidity
  Easily manage secondary transactions, keeping your cap table updated and accurate.
• 409A Valuations
  Get accurate valuations for audits, helping you feel confident during financial reviews.
• Equity Advisory
  Gain useful tax and equity knowledge to help your team make better decisions.
• Fund Formations
  Quickly form your fund and manage capital calls, speeding up the process.
• SAFE Financings
  Easily issue SAFEs and collect signatures, simplifying the fundraising process.
• QSBS Attestation
  Maximize your tax benefits with the QSBS tax exemption, helping you save money.
• Equity Management
  Manage all your company's equity in one place, making it easier to track and issue shares.
• Total Compensation
  Access reliable salary and equity benchmarks to ensure fair pay for your employees.
• Financial Reporting
  Quickly generate stock-based compensation reports, saving you time and effort.
• Fund Administration
  Automate back office tasks, allowing you to focus on growing your fund.
• Cap Table Management
  Keep your cap table secure and organized, so you always know who owns what.
• Forecasting & Planning
  Use data to guide your fund's strategy, helping you make better decisions.

Who should use Carta?

• Founders
  Founders can easily manage their company's equity and build their cap table on one platform.
• Investors
  Investors can save time on back office tasks and focus more on making deals.
• Law Firms
  Law firms can help their clients with equity issues and fundraising all in one place.
• HR Professionals
  HR professionals can find tools to help with employee equity questions and offers.
• Venture Capitalists
  Venture capitalists can automate their fund management and focus on growing their investments.
• Private Corporations
  Private corporations can manage their equity and stay compliant with ease.
• Private Equity Firms
  Private equity firms can manage ownership and streamline their operations efficiently.
• Finance Professionals
  Finance professionals can use tools to plan for the future and manage their funds better.

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