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Product Education

Carta's Product Year in Review
Carta's Product Year in Review
In 2024, we focused on delivering solutions that enhance accuracy, give investors control, and streamline operations—so you can focus on scaling your firm. Here's a look back at everything we accomplished together this past year.
Securely share K-1s through Carta
Securely share K-1s through Carta
As tax season approaches, you can use Carta to send out K-1s to all your investors at once. Carta makes it easy to manage your Schedule K-1 documents.
How Carta fund administration customers can benefit from QSBS Attestation
How Carta fund administration customers can benefit from QSBS Attestation
With Carta’s qualified small business stock (QSBS) attestation, investors can have peace of mind knowing they’ll have adequate tax documentation of QSBS-eligible securities issued by companies on the Carta platform.
Generate legal agreements and issue interests seamlessly with Carta's tools for LLCs
Generate legal agreements and issue interests seamlessly with Carta's tools for LLCs
Learn how Carta’s Agreement Execution tool automates and centralizes the interest-agreement signing process, saving LLCs and interest holders time, effort, and resources.
Introducing Carta Total Compensation for non-Carta cap table customers
Introducing Carta Total Compensation for non-Carta cap table customers
Carta Total Compensation is now available for all companies—not just Carta cap table customers. All private companies can now access Carta's equity and salary benchmarks to make smarter, data-driven compensation decisions.
Your firm’s holdings—at a glance
Your firm’s holdings—at a glance
Carta’s new Firm Overview dashboard allows teams across the firm to share a holistic view of every portfolio company.
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Compare

  • Best Cap Table Software
  • Carta vs. Pulley
  • Carta vs. AngelList
  • Carta vs. Shareworks
  • Carta vs. Pave
  • Carta vs. Aduro
  • Private Equity
  • Venture Capital
  • Private Corporations
  • LLCs
  • Private Credit
  • Equity Management
    • Cap Table Management
    • 409A Valuations
    • SAFE Financings
    • Financial Reporting
    • Equity Advisory
    • Total Compensation
    • Liquidity
    • QSBS Attestation
  • Fund Management
    • Fund Administration
    • Deal CRMnew
    • Fund Tax
    • SPVs
    • Fund Forecasting
    • Portfolio Valuations
    • LP CRM
    • Loan Operations
  • LP Portfolio Management
    • LP Portfolio Analytics
  • About Us
  • Executive Team
  • Careers
  • Press
  • Support
  • Data Desk
  • Blog
  • Policy Desk
  • What's new in product
  • Virtual Events
  • Case Studies
  • Carta Classroom
  • Equity Management Guide
  • Cap Table Guide
  • 409A Valuation Guide
  • QSBS Guide
  • Fund Management Guide
  • Fund Administration Guide
  • Private Equity Guide
  • Venture Capital Guide
  • See more >
  • Best Cap Table Software
  • Carta vs. Pulley
  • Carta vs. AngelList
  • Carta vs. Shareworks
  • Carta vs. Pave
  • Carta vs. Aduro
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