Cap table management for llcs

Meet the equity platform for LLCs

Track ownership, manage equity, and stay prepped for audit—all on one platform. Now, that's central intelligence.

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Product hero | Cap table - LLC | US
No more manual entry or disjointed records. Use a single, interconnected system to manage ownership, issuances, and vesting across every entity.
  • Manage your cap table from one platform
    Track issuance, transfers, and vesting schedules
  • Issue custom equity agreements
    Class designations, payout rules
  • Give interest owners a full view of their equity
    Investor hub, interest holder portal
Benefit Asset | Cap table - LLC | " Automate equity management" | US

Get a step-by-step guide to building an employee equity plan for your company.

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Don’t Excel yourself short.

Say goodbye to messy spreadsheets, with a connected platform built to handle complex structures—all powered by your cap table.
Waterfall Modeling
Private Equity | Feature | Waterfall modeling
Run accurate, traceable models customized to your operating agreement.
Distributions
Private Equity | Feature | Distributions
Calculate amounts, communicate with holders, and track balances in one place.
Portfolio valuations
Feature Asset | Cap table - LLC | "Portfolio Valuations" | US & APAC
Centralize look-through level data collection, calculations, and reporting.
Financial Reporting
Cap Table UI | Feature | Product Page | "Financial reporting"
Generate audit-defensible stock-based compensation reports on demand.
Private Equity | Feature | Waterfall modeling

Trusted by over 50,000 companies

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Carta offers us a streamlined platform for various essential tasks. This includes the distribution and execution of award agreements, real-time monitoring of available granted and vested phantom units, and the efficient handling of critical plan documents.
Wilson Hung
Head of Growth, Athena LLC

Related resources

What is an LLC?

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LLC taxation

Understand how taxes work for LLCs and different equity types are taxed.

Carta Classroom

Explore resources to help form an LLC, navigate taxes, and manage equity.

FAQs

You have questions, we have resources and answers.
Why is a cap table important for an LLC?

A cap table serves as the foundation for managing ownership, equity transactions, and compliance requirements. It becomes essential when bringing in new members, processing exits, or making distributions according to your operating agreement.

If your company wants to issue equity, profit interests or other ownership instruments, managing your cap table on Carta will give your company the automation and accuracy it needs as your organization scales.

What types of securities can be managed on Carta?

You can manage profit interests, management incentive units, capital interests, phantom units, UARs/EARs, options, preferred units, common units, and LTIPS.

How does ownership management across multiple entities work?

Carta is built to track all of your entities ownership in one account. Admins can toggle between cap tables and view multi-entity ownership structures in one place.

Do I need to be on the Carta platform to access add-on products?

Yes, you need to be onboarded onto Carta LLC to request valuations, pull ASC 718 financial reports, and run waterfall models because your up-to-date cap table is an essential input for all of these.

Learn more about pricing for LLCs here.

What asset classes does Carta support?

Carta has comprehensive solutions for Venture Capital, Private Equity, and Private Credit funds.