# Cap table management for llcs

## Meet the equity platform for LLCs

Track ownership, manage equity, and stay prepped for audit—all on one platform. Now, that's central intelligence.

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### Key benefits

01

### Automate equity management

No more manual entry or disjointed records. Use a single, interconnected system to manage ownership, issuances, and vesting across every entity.

- Manage your cap table from one platform
  Track issuance, transfers, and vesting schedules

- Issue custom equity agreements
  Class designations, payout rules

- Give interest owners a full view of their equity
  Investor hub, interest holder portal

02

### Get clear, accurate data

Performance data. Ownership records. Equity plans. All on demand and in real time, so you can handle investor and stakeholder comms with clarity and confidence.

- Access real-time insights and records
  Track changes, signatures, and approvals

- Manage multi-entity investment structures
  Look-through ownership, custom distributions

- View aggregated performance clearly
  On-demand metrics, insights, and reporting

03

### Simplify admin

Equity instruments can be complicated. With tools like custom vesting controls and allocation rules, use one central platform to grow cleanly—without all the mess.

- Implement and administer equity plans
  PIUs, membership units, phantom equity

- Generate detailed, standardized reports
  Audit-ready ownership and cap table reports

- Securely store and distribute documents
  Operating agreements, K-1s, amendments

## Get a step-by-step guide to building an employee equity plan for your company.

## Don’t Excel yourself short.

Say goodbye to messy spreadsheets, with a connected platform built to handle complex structures—all powered by your cap table.

### Waterfall Modeling

Run accurate, traceable models customized to your operating agreement.

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## Trusted by over 50,000 companies

> Carta offers us a streamlined platform for various essential tasks. This includes the distribution and execution of award agreements, real-time monitoring of available granted and vested phantom units, and the efficient handling of critical plan documents.

### FAQs

### Why is a cap table important for an LLC?

### What types of securities can be managed on Carta?

### How does ownership management across multiple entities work?

### Do I need to be on the Carta platform to access add-on products?

### What asset classes does Carta support?

## Meet the equity platform for LLCs

Track ownership, manage equity, and stay prepped for audit—all on one platform. Now, that's central intelligence.