Carta
Carta is a comprehensive platform designed to connect all players in the private capital ecosystem. Whether you're a startup, venture capital firm, private equity firm, portfolio company, or individual investor, Carta provides an agentic ERP (Enterprise Resource Planning) solution that unifies workflows, data, and people in one intelligent platform.
What Carta Does
Carta helps manage portfolios, move money, and model the future with unprecedented connectivity. The platform serves multiple stakeholders in the private capital space:
- Private Equity: Manage funds, SPVs, and cap tables with unrivaled visibility, precision, and control
- Venture Capital: Track capital activity, portfolio performance, and LP reporting seamlessly
- Corporations: Plan and manage equity throughout the startup journey, from raising funds to IPO
- Limited Partners: Monitor fund performance, allocations, and reports across all private market holdings
Key Differentiators
Carta stands out through its combination of connected data infrastructure, agentic AI intelligence, and deep domain expertise. The platform powers everything from cap table management and 409A valuations to fund administration and tax reporting—all in one unified system.
Target Audience
Startups, venture capital firms, private equity firms, portfolio companies, limited partners, CFOs, CEOs, and individual investors in private markets.
Key Features
- Total command with real-time visibility and control of data and workflows
- Agentic intelligence with context-aware monitoring and process automation
- Strategic modeling for scenario analysis and smarter decision-making
- Confidence & compliance with enhanced data accuracy and traceability
- End-to-end collaboration between firms, companies, investors, and partners
- World-class expertise from fund admins, tax experts, and analysts
- Cap table management and equity tracking
- Fund administration and LP reporting
- 409A valuations and QSBS attestation
Use Cases
- Fund administration for private equity and venture capital firms
- Cap table management for startups and corporations
- Portfolio performance tracking and LP reporting
- Tax reporting and compliance for private market investments
- Equity management from startup through IPO
- SPV (Special Purpose Vehicle) management
- Investor relations and capital activity tracking
Pros
- Unified platform eliminates need for multiple disconnected tools
- Real-time data synchronization across fund admin and tax reporting
- Agentic AI capabilities for proactive monitoring and automation
- Serves all stakeholders in private capital ecosystem
- Strong compliance and audit trail capabilities
Cons
- Primarily focused on private capital markets - not suitable for public market investors
- Enterprise-level solution may be complex for very small teams
Pricing
Custom pricing available upon demo request; specific pricing tiers not publicly listed on the website.
