Carta Review

Carta is a cloud-based capital management solution that helps manage valuations, equity plans, cap tables, and investments. The platform enables users to track employee and non-employee equity on a unified system, allowing them to efficiently organize employee stock purchase plans and administration.
Key features include shareholder management, Form 3921 generation, audit-based expense accounting, real-time metrics, a visual dashboard, venture fund administration, board meeting management, Rule 701 compliance, ASC 820 valuations, and more.
The platform allows investors and employees to accept exercise options, manage electronic securities, and track vesting schedules. Additionally, it enables users to administer liquidity programs through a centralized dashboard, progress tracker, and transaction manager.

CARTA – TUTORIAL

CARTA – FEATURES

• Digital cap table: transform your company’s cap table into an asset, not a liability. The solution manages all types of shares and stakeholders, ensuring you never lose track of ownership.
• Interactive user dashboards: engage stakeholders with equity dashboards that track vesting progress for employees and provide investors with estimated returns.
• Onboarding & support: offers hands-on support for migrating your data and provides your team with a secure platform.
• Stakeholder management: keep investors informed about their equity position as your cap table evolves with centralized stakeholder management.
• Reliable data protection: internal policies, privacy features, and testing protocols help keep your data safe.
• Business valuations: get EMI, CSOP, 409A, and growth share valuations whenever needed. The in-house team of experts provides valuations within 3-5 business days.
• Equity plan management: set up your EMI share scheme and start issuing options within weeks using customizable equity plan templates developed by lawyers.
• Error elimination: real-time cap table updates eliminate manual reconciliation, allowing you to focus on running your business.
• Faster fundraising: add investment documents and convertible notes in minutes, not days.
• Do more with capital: issue share certificates, access critical financial reports, and modify future fundraising rounds from a single platform.
• In-house expertise: your valuations are conducted by internal experts, never outsourced to third parties.
• HMRC & IRS support: let us handle the tedious compliance tasks for you. We’ll even liaise with UK or US tax authorities on your behalf.
• Built-in compliance: never miss a deadline or exceed grant limits with in-app trackers and simplified HMRC filings.