# Solutions for Private Corporations

## Equity management, simplified

Manage equity effortlessly at every growth stage—from founding through going public.

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Key benefits

01

### Raise with confidence

Gain full visibility into your fundraise with purpose-built tools to plan, model, and close every round—from first check to exit.

- Bring clarity to early-stage fundraising  
  SAFE issuance, cap table sync, data rooms
- Close priced rounds with speed and precision  
  Deal Closings, scenario modeling
- Stay liquidity-ready and investor-aligned  
  Liquidity, IPO Advisory, investor relations tools

02

### Stay on top of your equity

Manage your cap table, issue grants, and easily track changes in one centralized platform. No more spreadsheets or disconnected tools.

- Boost your equity and compensation strategy  
  Equity plans, hiring and fundraising insights
- Operate faster through automation  
  Cap table, electronic securities
- Simplify stakeholder updates  
  Board management, investor relations tools

03

### Navigate compliance, effortlessly

Automate reporting, avoid errors, and stay ahead of tax and legal requirements on a platform built to maintain compliance without the headaches.

- Get trusted, accurate 409A valuations—fast  
  End-to-end support, cap table integration
- Optimize small business tax benefits  
  QSBS eligibility checks, attestation letters
- Streamline compliance processes  
  ISO 100k, Form 3921, Rule 701

## Watch a quick tour

Start simple, stay in control, and keep ownership clean as your company grows.

## Are you an early-stage founder? Build your cap table for free with Carta Launch.

## One platform. Zero friction.

Confidently raise, hire, and exit with insights powered by your connected cap table.

Products & Features

- Equity Advisory
- 409A Valuations
- QSBS Attestation
- Total Compensation
- Liquidity
- IPO Advisory

### Equity Advisory

Leverage tax strategies from experts to help employees understand their equity.

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## Different roles, same page

Whether you run the business or run the numbers, stay in sync with one connected platform.

### For Founders & CEOs

Raise, hire, and scale with precision—get full visibility into how equity and dilution shift as your team grows.

### For CFOs

Simplify fundraising, streamline reporting, reduce risk, and strategically manage your company's equity.

### For Legal Teams

Help clients issue equity, keep cap tables up to date, close deals efficiently, and stay compliant as they grow.

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## Trusted by over 50,000 companies

- Betterment logo - Cap Table Only
- Brex logo
- Demostack logo - bw
- Ispot TV logo bw
- Perkville logo - bw
- Radar logo bw
- Veerum logo - bw

## Testimonials

> We loved that we didn’t have to have different firms for our cap table management, 409A valuations, and QSBS attestation letter. The fact that Carta does it all makes things so much easier.  
> **Eric Mogil**  
> Chief Growth Officer, RADAR

> We saw the cap table and the auxiliary functionality—tax, compliance, the total comp—all coming around the Carta ecosystem, and we felt Carta has this network effect that we wanted to buy into.  
> **Troy Sultan**  
> CEO and co-founder, Guide

> I have used Carta since the start of my company—it has been a time saver for both myself and my team. We have been able to raise money more quickly and efficiently at a time that has never been more important.  
> **Amber Allen**  
> Founder and CEO, Double A Labs

## FAQs

### My company is at a very early stage, can Carta help my startup?

### My company is considering IPO, can Carta help my startup?

### Can I get a demo of the equity management product?

### What could I expect from the onboarding process?

### Does Carta offer products to support LLCs or Private Equity firms?

## Equity management, simplified

Manage equity effortlessly at every growth stage—from founding to going public.