What is Carta and how does it function? Carta is a software designed for managing equity. It helps users effectively handle tasks such as company valuations, cap tables, investments, and equity plans. Acting as a reliable source for a company’s equity information, Carta offers fast and cost-effective valuations that are audit-ready. Additionally, it facilitates liquidity by conducting tender offers, stock buybacks, and other transactions. As an SEC-registered platform, Carta serves as a transfer agent and allows users to issue electronic securities to stakeholders who use the software. With Carta, users can perform various analyses, such as sensitivity, breakpoint, dilution, and payout modeling. It also provides full-service fund accounting and real-time financial viewing, empowering users to make informed financial decisions. The software’s portfolio dashboard enables users to track their performance, while its experienced team delivers accurate and timely valuations.
