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Equity Management Solutions - Equity Plans, Cap Tables & 409A

About Carta

Carta is an ownership and equity management platform unifying fund management and equity administration for founders, investors, and employees. It helps companies invest, build, and scale with confidence by providing an end-to-end platform for cap tables, equity plans, and fund operations.

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Key Features

Core capabilities for funders and founders:

Fund management

Experience the only fully connected platform that unifies portfolio management, fund administration, and LP comms.

Equity management

Access a full suite of equity management tools for every stage—from building your first cap table to preparing for an IPO.

Cap table management

Centralized cap table tracking and scenario planning across rounds and equity classes.

LP communications

Streamlined investor communications and reporting integrated with fund administration.

Summary

The platform delivers an end-to-end, fully connected solution for both fund operations and equity administration, differentiating itself from siloed back-office tools by unifying fund administration, portfolio management, LP communications, and equity management in a single system. For founders, investors, and fund managers, this integration reduces manual processes, improves data accuracy across cap tables and equity plans, and enables auditable, timely investor reporting as organizations scale.

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