Carta

The software allows businesses to issue, track, and manage stock from a single platform, offering founders, workers, and investors real-time visibility into ownership. Carta helps users create employee equity awards, digital certificates, investor dashboards, and protected data rooms to communicate information with stakeholders. Everything updates in real time when shares are issued or ownership changes, so the cap table remains correct without manual maintenance.

Users can create, send, and sign SAFEs directly on Carta, using Carta, YC, or custom deal templates. The SAFE insights tool leverages current market data on valuation caps and term distributions to assist founders in negotiating better conditions, and built-in procedures automatically update the cap table after a SAFE is signed. Funds are only issued when they come, with real-time progress notifications throughout the round.

The software provides corporations with end-to-end corporate secretarial support by centralizing registrations, certifications, and legal documents in one place that is synced to the cap table. In-app reminders and auto-filled forms make filing easier in countries such as Singapore, the United Kingdom, and Australia, with some forms being filed instantly thanks to direct connections with regulatory agencies. Onboarding managers provide practical counsel to help businesses confidently negotiate audits and compliance milestones.

It generates audit-ready IFRS13 and 409A values specific to a company's stage, size, and industry, all powered by proprietary software and decades of finance and accounting expertise. Requesting, managing, and approving values occurs seamlessly within a company's existing Carta strategy, whether for a first report, a yearly update, or a material event. Dedicated analysts evaluate each report, answer questions, and identify hazards to allow businesses to approach audits with assurance.

Companies may generate IFRS 2 and ASC 718 compliant stock-based compensation expenditure reports with a few clicks, completely integrated with their cap table data. Reports can be customized to capture specific events such as stock splits and grant re-pricing, eliminating the tedious work often required in spreadsheets. When it comes time for an audit, organizations are provided with a complete packet that includes spending reports, minimum disclosure reports, and an audit guide.

Carta integrates secondary transactions, like tender offers and block trades, directly into corporations' cap tables. Customizable templates, liquidity forecasting tools, and KYC automation allow businesses complete control over buyer selection, transaction terms, and order approval. A dedicated team of liquidity experts assists at every stage, from cap table cleanup to post-transaction management.

Using live market data and real-world benchmarks, fund managers can design models, set reserves, and simulate exit possibilities. The application syncs directly with cap table and fund administration data, so portfolio monitoring and performance predictions are automatically updated without the need for manual entry. To help with fundraising, GPs can use interactive charts and dashboards to tell LPs a clear, data-driven message.

Carta Law employs AI-powered redlining to speed NDA and contract review, creating first-pass markups based on a firm's negotiation playbook and historical precedence. Attorneys review all documents before distribution, including buy- and sell-side NDAs, engagement letters, and commercial contracts such as vendor agreements and MSAs. This allows legal teams to manage more deals without increasing manpower while maintaining all contracts consistent with their firm's standards.