Carta Logo
Carta
A cloud platform that centralizes cap table management, fund administration, valuations, and liquidity services for private companies and investment firms.

A unified platform for managing the full equity lifecycle — from issuing securities and maintaining cap tables to running 409A valuations, processing SAFEs, and producing stock‑based compensation reports.

Comprehensive fund operations cover fund formation, administration, tax workflows, SPV setup, capital calls, portfolio valuations, forecasting, and LP communications to automate back‑office tasks for VC and PE firms.

Supplementary services include equity advisory, liquidity and secondary transaction support, integrations with payments and expense tools, and reporting features designed for startups, investors, and fund managers focused on compliance and scale.

You can learn more about pricing for Carta at its pricing page.

Carta can be categorized under Accounting tools.

Not all similar tools offer the same features. Most include a free plan or trial, so you should be able to give them a try. You can browse some of the alternatives to Carta listed in the directory.

Some tools might also offer discounts or offers, especially for newer members. Most of these offers traditionally come as part of affiliate programs or promotions, but often you can reach out to companies and check whether they can give you special pricing.

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