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.
Cap Table Importer
Company Setup Checklist
Automated Tender Offers
Unlimited Administrator Accounts
Real-Time Cap Table
It is commonly used in tandem with accounting software.
Carta is used for issuing, signing, and receiving electronic shares, options, convertible notes, and warrants.
Support: Live Support, FAQs, Knowledge Base.
Users of Carta are companies, law firms, investors, and employees.
Yes, it offers API.
This is a web-based service.
Carta integrates with Quickbooks, Zenefitns, Xero.