Carta Reviews for 2025
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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.
Found in these Categories
Best For
- StartUps
- Small Business
- Medium Business
- Large Enterprise
Carta Pricing
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Carta Features
- 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
- Benchmarking
- Audit Management
- Activity Dashboard
- Accounting
- Administrative Reporting
- Access Controls/Permissions
- Equity issuance tools
- 409A valuation services
- Fund administration
- Investor reporting
- Portfolio tracking
- Employee equity dashboard
- Scenario modeling
- Stock option tracking
- Audit-ready reporting
- Custom permissions
- Automated workflows
- Compliance management
- Document storage
- Fund performance analytics
- Waterfall modeling
- Stakeholder management
- Multi-entity support
- Tax document generation
- Custom reporting
- Capital call automation
- Distribution tracking
- ESOP planning
- Data export options
- Grant approval workflows
- Ownership visualization
- API integrations
- Financial statement sync
- Secure access controls
Carta Integrations
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Carta Company Details
Company Name
Carta, Inc.
Headquarters
United States
Website
carta.com
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Compare Selected SoftwareCarta Frequently Asked Questions
Carta is a unified software platform for equity management and fund operations, designed to help companies, investors and funds issue, track and manage ownership, valuation and compliance across their lifecycle. On its website, Carta explains that it covers everything from cap-table management and SAFEs to 409A valuations, and supports fund administration, SPVs, portfolio valuations and more.
By centralizing equity and fund workflows, Carta enables teams to reduce manual errors, streamline compliance and scale with confidence.
Many startups struggle with messy cap tables, manual equity issuance, investor communication bottlenecks and audit-readiness headaches. That complexity can slow fundraising and distract leadership from growth.
With Carta, you gain a built-for-purpose platform that:
- manages your cap table dynamically;
- supports fundraising and equity issuance (like SAFEs) within the same system;
- integrates valuation, compliance and reporting as you grow.
- So instead of juggling spreadsheets and emails, the platform helps you operate with precision—and scale your equity operations without derailing the business.
Carta lists multiple tiered plans for companies based on their growth stage:
- Launch: Free for new customers with up to 25 stakeholders and up to $1M raised.
- Build / Grow / Scale: Paid tiers offering increasing capabilities (white-glove onboarding, valuations, GAAP/IFRS reporting etc.).
The main criteria to assess: number of stakeholders/security-holders, complexity of your cap table, need for advanced compliance/financial reporting. Because beyond the free tier the pricing is customised (you’ll need to contact sales) it’s best to evaluate your current state and growth trajectory to pick the right level.
Carta places strong emphasis on security, transparency and integrity as critical to its offering. According to its website:
- Customer data is encrypted at rest (AES-256) and in transit (TLS 1.2+).
- The principle of least privilege is applied to system access, and internal actions are logged.
- Records backup, business continuity and redundant infrastructure ensure resilience.
- Security documentation (SOC 1/2, ISO 27001, sub-processor lists) are accessible via their trust centre.
Yes. In addition to company equity management, Carta offers solutions tailored for investors, funds and private equity. Their “For Investors” pricing page highlights:
- Core fund admin services (real-time metrics, deal IRR, TVPI) included in every plan.
- Add-ons for valuations, SPV management, forecasting and tax services.
If you’re a VC firm, limited partner, private equity fund or institution handling portfolio companies, Carta’s suite is built to support operations from formation through capital call to distributions and valuations.
Yes—Carta is designed to serve not just finance teams but also stakeholders like HR, legal and ops. The platform supports equity-plan generation, stakeholder management, electronic securities and exercises, and even integrates compensation benchmarking (“Total Compensation”).
While the broader features (e.g., advanced valuations or GAAP/IFRS reporting) may require finance/technical support, the baseline workflows (cap-table management, equity issuance, stakeholder access) are accessible enough for non-finance users to operate with support.
About the Authors
Editor
Ana Maria Stanciuc
Head of Content & Editor-in-Chief @ Tekpon
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