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.

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.

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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.