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About Carta
What is Carta?
Carta is an intelligent platform that connects the data, workflows, and people driving private capital operations. It combines cutting-edge AI with expert human service to help private equity firms, venture capital funds, private corporations, and limited partners manage portfolios, move money, and model the future with unprecedented connectivity.
Who is Carta for?
Carta is built for private capital professionals—general partners, CFOs, fund administrators, and corporate legal teams who need real-time visibility into cap tables, portfolio performance, and tax reporting. It solves the fragmentation problem: data that stays in silos across fund admin, tax, and compliance. Carta is not ideal for early-stage startups seeking basic cap table tracking only; its value grows with complexity and scale.
Real Use Cases
A VC firm uses Carta to automatically sync master data between fund administration and tax reporting, reducing manual effort by hours each month. A private corporation manages its cap table, issues securities, and runs 409A valuations all in one system. A limited partner gains real-time insights into portfolio company capital activity, seeing changes within days of a funding round.
Key features
- Cap Table Management — Real-time, auto-updated digital cap table that reflects changes as they happen.
- Securities Issuance & Exercising — Draft, issue, and modify securities; stakeholders can exercise shares online.
- 409A Valuations & Audit Support — Industry-leading valuations with audit-ready documentation.
- Fund Administration & Tax Reporting — End-to-end fund admin and automated tax filings (Form 3921, ASC 718).
- AI-Powered Orchestration — Context-aware agentic monitoring and proactive workflow automation.
- SAFE Modeling & Fundraising — Model SAFE instruments and manage fundraising closings.
- Integrations — HRIS and payroll sync, plus SSO for enterprise admins.
SaaSpartout Score
7.4
/10
Editorial score from our review methodology — not user ratings.
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Carta Pricing
Carta pricing: Free plan available; paid plans start at custom pricing. Billing model: Free.
Launch (Free)
$0/month. Up to 25 stakeholders and $1M raised. Includes cap table management, securities issuance, exercising, 83(b) form, ISO management, investor management, equity reporting, HRIS/payroll integration, SAFE modeling, and email/chat/phone support.
Build
Custom pricing. Up to 50 stakeholders. All Launch features plus white-glove onboarding, priced round modeling, deal closings, and Deal Pro Forma.
Grow
Custom pricing. Flexible stakeholder limit. All Build features plus board meetings, Form 3921, 409A valuations, and 409A valuation audit support.
Scale
Custom pricing. Flexible stakeholder limit. All Grow features plus ASC 718/US GAAP reporting, ASC 718 audit support, Rule 701 management, IFRS financial reporting, IFRS audit support, exit modeling, IPO Advisory, and SSO for admins.
All plans include email, chat, and phone support. Free trial available on Launch plan.
Frequently asked questions
Is Carta free?
Yes, Carta offers a free Launch plan for up to 25 stakeholders and $1M raised. Paid plans (Build, Grow, Scale) have custom pricing.
How much does Carta cost?
Carta's Launch plan is free. Build, Grow, and Scale plans have custom pricing and include additional features like valuations, board meetings, and IPO advisory.
Who is Carta best for?
Carta is best for private equity firms, venture capital funds, private corporations, and limited partners needing end-to-end cap table management, fund admin, and tax/compliance in one platform.
What are the top alternatives to Carta?
Top alternatives include Pulley, Shareworks, LTSE Equity, and Eqvista for cap table management. For fund administration, consider Allvue or SS&C.
How does Carta work?
Carta centralizes cap table, fund, and portfolio data. Users manage equity, model scenarios, run valuations, and automate tax/reporting workflows. AI monitors and orchestrates processes for accuracy.
What is a key limitation of Carta?
Carta's advanced features (e.g., fund admin, IPO support) are expensive and geared toward larger firms, making it less suitable for very early-stage startups with simple needs.
