One platform, everything you need to manage equity
Cap table management
The source of truth for your company’s equity
409A valuations
The leader in audit-ready, fast, cost-effective 409As
Liquidity
Offer liquidity by running one-off transactions, tender offers, and stock buybacks
Electronic securities
Issue electronic securities to stakeholders, who can accept and exercise on Carta
Scenario modeling
Sensitivity and breakpoint analysis, payout and dilution modeling
ASC 718 reporting
Stay audit-ready and GAAP compliant with real-time expense and disclosure reporting
Fund administration
Full-service fund accounting with real-time views of your financials
Portfolio dashboard
Portfolio data collection and a dashboard showing performance
ASC 820
Accurate, on-time valuations from their team of experienced analysts