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Carta

Equity management platform for cap tables, valuations, and shareholder administration.

Pricing
free, subscription
Free tier
true
Open source
No

Editorial review

Carta has not yet been editorially reviewed. User reviews and published field data below are unaffected — we say so rather than implying an editorial verdict.

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Facts & attributes

Every value carries its evidence state. “—” means unknown — never a silent default (P-02).

Identity · Taxonomy

Documentation(HTTPS URL)
https://docs.carta.com/Verification pending
Tags(open-source;cloud-native)
cap table, equity management, fund administration, 409A valuation, private capitalVerification pending

Platform · Deployment

Delivery model(SaaS;self-hosted;desktop;mobile;embedded;managed-cloud;appliance)
SaaSVerification pending

Pricing · Licensing

Free plan(true/false)
trueVerification pending
Pricing model(free;subscription;usage;seat;asset;transaction;revenue-share;perpetual;custom)
free, subscriptionVerification pending

Features · Product · Fit

Core capabilities(authoring;automation;analytics)
Cap table management: issue, track, and process payments for equity, Tailored 409A valuations and ASC 718/US GAAP reporting, SAFE financings with signatures and money movement on one platform, Fund administration, forecasting, tax and portfolio valuations, Liquidity via secondary transactions integrated with the cap table, Carta Law: AI-native legal ops with automated AML and KYCVerification pending

Api · Integrations · Ecosystem

API available(true/false)
trueVerification pending

Audience · Use · Case

Best for(Neutral editorial summary)
Private companies and funds managing cap tables, 409A valuations, fund administration and compliance on one connected platformVerification pending
Company-size fit(individual;SMB;mid-market;enterprise)
SMB, mid-market, enterpriseVerification pending
Primary use cases(build;monitor;automate)
Equity management for private companies, Fund management, Legal and compliance operationsVerification pending

Lifecycle · Versioning

Maintenance status(active;maintenance;deprecated;EOL;archived)
activeVerification pending

Vendor · Maintainer

Founded year(2012)
2012Verified
Headquarters country(US)
United StatesVerification pending

User reviews

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