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Carta

Carta

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by Carta·Launched Equity Management Software
ReviewAITools Score · 603 reviews8.9

What is Carta?

Carta is an equity management and ownership platform designed to simplify how private companies, investors, and employees manage equity. It provides digital tools to issue, track, and manage cap tables, valuations, and compliance requirements in one place. Carta helps businesses handle stock option grants, fundraising events, and 409A valuations with accuracy and transparency.

For investors and funds, Carta centralizes portfolio management, investor reporting, and performance insights. It offers digital fund administration, secure document storage, and automated workflows that streamline capital calls and distributions. Employees can access personalized dashboards to view and exercise equity, while founders maintain visibility into ownership structure and dilution over time.

Founded with the goal of making equity ownership more understandable and accessible, Carta supports startups, growth-stage companies, and private equity firms through its integrated platform. With dedicated pricing for companies, investors, and LLCs or PE firms, Carta delivers tailored solutions that align with the size, structure, and complexity of each organization’s equity management needs.

Best for
StartUpsSmall BusinessMedium BusinessLarge Enterprise

Pricing

Starting at Custom · Subscription

Features

46 features that make Carta stand out.

  • Vesting Management
  • Valuation Management
  • Scenario Planning
  • Participant Portal
  • Incentive Management
  • Fund Management
  • Financial Management
  • Electronic Signature
  • Document Management
  • Compliance Management
  • Compensation Management
  • Cap Table Management

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Frequently asked questions

Is Carta free to use?
Carta does not currently offer a free tier or free trial. Pricing starts at Custom and depends on the plan you choose.
How much does Carta cost?
Carta uses custom pricing tailored to each organisation. Contact their sales team for a quote based on your team size, modules and contract length.
What does Carta integrate with?
Carta integrates with popular tools such as BambooHR, Zenefits, plus an open API for custom workflows.
Who is Carta best suited for?
Carta is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.
How long does it take to onboard Carta?
Most teams are live on Carta within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.

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