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About Carta

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.


  • 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


  • 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


    What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with accounting software.

  • What is this service generally used for?
  • Carta is used for issuing, signing, and receiving electronic shares, options, convertible notes, and warrants.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Live Support, FAQs, Knowledge Base.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Who are the main user groups of this service?
  • Users of Carta are companies, law firms, investors, and employees.

  • Does this service offer an API?
  • Yes, it offers API.

  • What platforms does this service support?
  • This is a web-based service.

  • Does this service integrate with any other apps?
  • Carta integrates with Quickbooks, Zenefitns, Xero.

Vendor Information

Based in:


Who uses Carta
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Regional Restrictions:
No restrictions.
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