Description

Carta is an intelligent platform for private capital that connects data, workflows, and people across equity, fund, and portfolio management. Its suite includes Carta Equity Suite for managing equity throughout a startup journey, Carta Fund ERP for fund admin, portfolio analytics, and valuations, and Carta Law for transactional workflows.

The platform emphasizes real-time visibility, collaboration, compliance, and expert human service, with tools that help firms manage portfolios, move money, and model future scenarios.

How we innovate

Carta stands out by combining AI-native automation with expert human service in a single private capital platform, aiming to provide connected clarity and control across otherwise fragmented workflows.

Use Case / Scenario

1. Equity management

Plan and manage equity through the startup lifecycle with Carta Equity Suite, from raising funds to IPO.

2. Fund operations

Run fund administration, portfolio analytics, valuations, deal CRM, tax, SPVs, and forecasting in one system with Carta Fund ERP.

3. Transactional workflows

Use Carta Law to support transactional workflows through an attorney-led, AI-native legal service.

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