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Carta

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INDUSTRY

SaaS Platform

STATUS

Trading

OPEN TO

Public

Investment Highlights


Carta is a fintech company that provides an integrated platform for managing equity, ownership, and corporate governance.
Founded in 2012 by Henry Ward and Manu Kumar, the company set out to simplify and digitize the complex processes associated with managing cap tables, valuations, and stock plans.

Company Overview


Traditionally, managing cap tables, valuations, and stock plans functions were handled through spreadsheets and manual procedures, which often led to inefficiencies and inaccuracies. Carta addressed this gap by offering a comprehensive software solution that automates equity management, enabling private and public companies to maintain accurate ownership records.

The platform gained traction quickly due to its user-friendly interface and robust compliance capabilities, which streamlined workflows for startups, venture capital firms, and employees.

Carta’s software also facilitates transparent communication between companies and their shareholders, which improves engagement and understanding of equity stakes. As companies scaled, Carta's services expanded to include 409A valuations, facilitating the issuance of accurate and defensible fair market valuations for private companies in compliance with IRS regulations.

Carta’s growth strategy involved adding features that catered to broader needs within the equity ecosystem, such as fund administration for venture capital firms. By centralizing data related to investment rounds, LP reporting, and portfolio tracking, the platform has become essential for venture capitalists managing diverse investments. The company’s expansion into these adjacent services has enabled it to build a comprehensive ecosystem that serves a wide range of stakeholders, from founders and employees to investors.

Registry

Carta’s impact is further amplified by its commitment to democratizing equity ownership and fostering financial literacy around equity compensation. By creating tools that offer transparency and clarity, Carta has empowered employees to better understand and optimize their stock options. The company has raised significant venture funding over the years, resulting in a strong valuation that highlights its leadership in the space. Through strategic partnerships, acquisitions, and ongoing innovation, Carta continues to play a pivotal role in simplifying ownership management for thousands of companies and venture capital firms, reinforcing its position as a leader in the equity management landscape.

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