# Cap table management

## Cap table management that scales with you

Easily view, track, and issue equity on a secure platform that grows alongside your business. No more spreadsheets, no more errors.

[Get started](https://fund-forecasting@carta.com/demo/cap-table/?ir=corps-captable-hero1) [Take a video tour](https://fund-forecasting@carta.com/tour/video/?ir=corps-captable-hero2)

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### Key benefits

01

### Build your foundation

Simplify your equity plan with cap table software that lets you issue and track shares, as well as process payments securely from one platform.

- Manage company ownership  
  Cap table and security holder management
- Issue shares directly to stakeholders  
  Electronic securities, stock transfers
- Build employee equity plans  
  Equity plan generation, electronic exercising

02

### Fast-track your growth

Scale efficiently with streamlined workflows for fundraising, issuing securities, and managing equity, all connected to your cap table.

- Automatic stakeholder updates  
  HRIS integration, payroll integration
- Secure money movement  
  SEC transfer agent, ACH and wire transfers
- Streamline stakeholder communications  
  Data room, board consents, investor updates

03

### Stay compliant, automatically

Experience peace of mind with built-in compliance support that helps you follow the rules, even if you don’t know them all.

- Get audit-ready reports on demand  
  409A valuations, GAAP and IFRS reporting
- Easily generate compliance forms  
  QSBS attestation, Rule 701 management
- Stay ready for tax season  
  83(b) Form, Form 3921

## Watch a quick tour

As your company grows and becomes more complex, managing your cap table doesn’t have to be.

[Take an interactive tour](https://fund-forecasting@carta.com/tour/video/?ir=corps_captable_video)

## Your cap table is just the beginning

Unlock tools and services to help your company grow—all from a single platform.

### Core Features

- SAFE Financings  
- 409A Valuations  
- Financial Reporting  
- Scenario Modeling

### SAFE Financings

The easiest way to fundraise for early-stage founders. Issue in three clicks.

[Learn more](https://fund-forecasting@carta.com/equity-management/cap-table/safes/)

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### Trusted by over 50,000 companies

### Testimonials

\
It’s completely revolutionized our business. I’m always telling my peer companies, if you’re not on Carta, you’re just telling investors and employees that you don’t care to be transparent and accountable.\
Mac Clemmens\
Founder, Streamline

\
It’s a lot harder to clean up a mess afterward than prevent it. I tell new founders: if you can start your cap table clean and organized from the beginning, it’s so much easier than having to come back later to fix it.\
Sunil Saha\
Co-founder and CEO, Perkville

\
We needed to build for the future. We could have continued on the path we were continuing on before for a couple years, but made the switch to Carta for the future of the business.\
Chris Bacon\
Director of Finance, Veerum

## Scalable cap table management

Easily view, track, and issue equity on a secure platform that grows alongside your business. No more spreadsheets, no more errors.

[Get started](https://fund-forecasting@carta.com/demo/cap-table/?ir=corps-captable-end1) [View pricing & plans](https://fund-forecasting@carta.com/plans/equity-management/?ir=corps-captable-end2)