What is Carta?

"Carta is an online platform for issuing, signing, and receiving electronic shares, options, convertible notes, and warrants."

Carta is aimed primarily at middle-sized enterprises and law firms. It enables them to issue electronic securities and maintain accurate cap tables. There are solutions for founders, private companies, public companies, and investors.

The platform's electronic securities seize relevant data like vesting schedules, price per share, liquidation preferences, and similar. Users of Carta are also investors and employees, that can create a free portfolio, track their vesting, and obtain documents associated with the security.

Services that are offered by Carta are the valuation of private assets, financing for companies and investors, and running controlled liquidity events. Document library contains standard agreements and corporate documents. There is also 409A valuation for users to stay compliant with audit-defensible valuations.


Carta scored 81/100 (No. 1 in Stock Trading & FX) in the Stock Trading & FX category. This is based on press buzz (40/100), recent user trends (rising), and other relevant information on Carta gathered from around the web.

The score for this service has improved over the past month. What is this?

  • Carta
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  • Carta

Carta Product Overview

  • Cap Table Importer

  • Company Setup Checklist

  • Automated Tender Offers

  • Unlimited Administrator Accounts

  • Real-Time Cap Table

  • Complete Reporting

  • Electronic Issuance

  • Vesting Schedules

  • 409A Valuations

  • Built-In Notifications


Languages: English

Carta Features

  • 2-Factor Authentication
  • API
  • Budgeting
  • Calendar Management
  • CRM Integration
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Natural Resources
  • Notifications
  • Scheduling
  • Trading

Carta FAQs

What are some applications Carta is commonly used in tandem with?

It is commonly used in tandem with accounting software.

What is Carta generally used for?

Carta is used for issuing, signing, and receiving electronic shares, options, convertible notes, and warrants.

Does Carta offer guides, tutorials and or customer support?

Support: Live Support, FAQs, Knowledge Base.

Does Carta offer multi-user capability (e.g. teams)?

No.

Who are the main user groups of Carta?

Users of Carta are companies, law firms, investors, and employees.

Does Carta offer an API?

Yes, it offers API.

What platforms does Carta support?

This is a web-based service.

Does Carta integrate with any other apps?

Carta integrates with Quickbooks, Zenefitns, Xero.

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