Carta

Key Features and Functions include:

• Cap Table and Equity Management
  Tracks ownership structures, equity issuance, and dilution in real time, serving as a system of record for company capitalization.
• Equity Plan Administration
  Manages employee stock options and equity compensation plans, including vesting schedules, exercises, and stakeholder access.
• Fundraising and Scenario Modeling
  Supports modeling of financing rounds, ownership changes, and exit scenarios to inform fundraising and strategic decisions.
• 409A Valuations and Compliance
  Provides valuation services and compliance tools, including audit-ready reporting and tax documentation for equity plans.
• Investor and Stakeholder Reporting
  Enables communication and reporting to investors, including portfolio performance, ownership updates, and financial data.
• Fund Administration (VC/PE)
  Supports venture capital and private equity firms with fund accounting, SPV management, and LP reporting within a unified platform.
• Portfolio Management
  Provides tools for investors to track portfolio companies, monitor performance, and manage capital activity.
• Liquidity and Secondary Transactions (Evolving Capability)
  Historically supported private market liquidity workflows, though certain marketplace features have been scaled back in favor of core data and administration services.
• Integrated Financial and Ownership Data Layer
  Connects equity data with broader financial and operational workflows, enabling more efficient diligence, reporting, and governance.