About Carta
Carta is an ownership and equity management platform unifying fund management and equity administration for founders, investors, and employees. It provides an end-to-end system for cap tables, equity plans, and fund operations, helping teams invest, build, and scale with confidence.
Key Features
Founders and fund managers rely on a single connected system to keep equity and fund operations aligned across rounds and investor reporting:
Fund management
unifies portfolio management, fund administration, and LP communications in one workspace.
Equity management
tools for every stage—from building your first cap table to preparing for an IPO; manage stock plans, grants, vesting schedules, and equity across rounds.
Cap table management
centralized cap table tracking with scenario planning across rounds and equity classes.
LP communications
streamlined investor reporting integrated with fund administration, ensuring timely, auditable communications to LPs.
Summary
Best for founders, venture funds, and fund-ops teams that need integrated cap table, equity plan, and investor-reporting workflows.
Pricing
View pricingPlans and prices as listed on carta.com as of Sep 24, 2026.
Launch
0 / Free
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
Build
Contact Sales / Monthly/Annual
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
- Priced round modeling
- Deal Closings
- Deal Pro Forma
- White-glove onboarding
- Customize plan with add-ons
Grow
Contact Sales / Monthly/Annual
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
- Priced round modeling
- Deal Closings
- Deal Pro Forma
- White-glove onboarding
- Customize plan with add-ons
- Board meetings
- Form 3921
- 409A valuations
- 409A valuation audit support
Scale
Contact Sales / Monthly/Annual
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
- Priced round modeling
- Deal Closings
- Deal Pro Forma
- White-glove onboarding
- Customize plan with add-ons
- Board meetings
- Form 3921
- 409A valuations
- 409A valuation audit support
- ASC 718/US GAAP reporting
- ASC 718 audit support
- Rule 701 management
- IFRS financial reporting
- IFRS audit support
- Exit modeling
- IPO Advisory
- SSO for admins
