Core features
Access to everything you need to manage equity
Cap Table Management
Automated equity trackingMulti-entity cap table managementElectronic securities and exercisingTrack vesting schedulesDedicated interest holder portalCustom vesting & distribution rulesTax and Compliance
Centralize tax documentsManage operating agreementsDistribute K-1sForm 83(b) for profit interestsCompliance and audit readinessAdvanced compliance add-onsInsights and Reporting
Pull reports in clicksTrack historical ownershipInvestor and board managementSecure data roomsOn-demand cap table reportsAdvanced insights add-ons
Customize your plan with powerful add-ons
Track ownership, manage equity, and stay prepped for audit—all on one platform. Now, that's central intelligence.
Add-on
Waterfall Modeling
Run any model with our customizable engine
- Integrated with your cap table
- Easily audit every calculation
- Tailored to your operating agreements
Add-onFor complex LLCs
Distributions
Accurate distributions without the spreadsheets
- Automated payout calculations
- Individual and historical
- View invested capital balance in real-time
Add-on
Valuations
Request and receive accurate valuations—fast
- 409A valuations
- Liquidation threshold support
- Profit interest valuations
Add-on
Financial Reporting
Automated ASC 718 expense and disclosure reports
- Automated, customized reports
- Disclosures and expenses
- Audit support
Carta’s LLC platform made it easy for us to offer a consistent equity experience to our employees around the world. My team was also able to more easily track data cleanliness and report out to key stakeholders, when compared to previous platforms.
Timothy Cha
Senior Manager, Compensation Solutions, Relativity
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
With Carta, we can maintain a book of record that reflects the complexity of our structure and various legal entities. Furthermore, all equity holders can easily monitor the performance of their units, whether they be employees, principals, or minority investors.
Pedro Diaz De Leon
Director, Sikich
FAQs
You have questions, we have resources and answers.
What is a complex LLC?
LLCs that require distributions, percentage-based ownership, or look-through ownership (multi-tiered entity structures).
What is an add-on product?
Add-on products are designed to layer on top of the foundational equity management software, giving teams more flexibility and customization based on the needs of your business as it grows.
How do you calculate pricing and packaging?
Pricing is based on the number of entities and interest holders. Please get in touch with us so we can customize a quote for your company.
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.
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.
Let's connect
Ready to customize your plan? Get started with a personalized demo of Carta's equity management software today.
