01
Simplify Equity & Compliance Management
Founders use Carta to manage their cap table, issue equity to employees and investors, and ensure compliance with 409A valuations, freeing up time for core business workflows.
$784 value
Carta
Accounting
3.7 (3)
Verified Editor's pick ACCOUNTING
Carta deal: Exclusive Carta access
Equity management platform for startup cap tables, 409A valuations, option grants, employee ownership, and fund administration — trusted by thousands of venture-backed companies.
- Industry-standard cap table management — investors and lawyers work in Carta natively
- Integrated 409A valuations included in Venture plan, eliminating separate valuation firm cost
- Electronic option grant acceptance and exercise workflows replace paper-based equity administration
- Investor portal gives VCs real-time portfolio visibility in a format they expect
Editor's pick
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Member-only
Verified weekly · No signup wall
Verified 2 weeks ago · live
Negotiated direct by saasTweaks
Founders
1,884+
claimed all-time
This week
293
new claims
Ends in
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limited time
About Carta
Carta stands out as the default choice for equity management and private capital administration, particularly for venture-backed startups and their investors. The platform centralizes cap table management, 409A valuations, fund administration, and investor relations, which reduces the need for multiple vendors and disparate systems. Its ability to maintain a single source of truth for equity data simplifies compliance and reporting for all stakeholders.
The value of Carta extends to its network effect; many VC funds require portfolio companies to use Carta for cap table management, creating a standardized ecosystem. This interoperability benefits both companies and investors by providing consistent, real-time data access.
While Carta offers significant advantages for private companies and funds, it can be an extensive solution for early-stage startups with minimal equity complexity or those not actively seeking institutional investment. Its comprehensive feature set is best utilized by growing companies and established funds managing diverse portfolios.
Capabilities
- • Cap table management with real-time ownership tracking for equity, SAFEs, and convertible notes
- • 409A valuations delivered in 1–2 weeks with IRS-defensible reports
- • Electronic option grant and exercise workflows with DocuSign integration
- • Scenario modeling for funding rounds, exits, and waterfall distributions
- • Employee equity portal: vesting dashboard, tax calculator, exercise interface
- • Fund administration for VC and PE firms: LP reporting, capital calls, K-1 distribution
- • Carta Launch — free plan for startups under $1M raised with basic cap table and SAFEs
- • Compliance tracking for 83(b) elections, option expirations, and filing reminders
What's included
02
Oversee Portfolio & LP Reporting
VC teams utilize Carta for fund administration, tracking portfolio company performance, managing LP commitments, and generating comprehensive investor reports with accurate data.
$783 value
03
Automate Financial & Tax Workflows
CFOs rely on Carta to automate complex equity-related financial tasks, from tax reporting for employees and investors to audit preparation, ensuring data accuracy and compliance.
$782 value
04
Founder office hours
Quarterly access to product leadership.
$286 value
05
Stack credits
Bonus credits redeemable on partner tooling.
$285 value
06
Annual audit
We re-verify the offer every quarter so it never goes stale.
$284 value
How to claim
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Click claim
Hit the button on this page — opens the partner site in a new tab.
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Apply via your VC or accelerator
Check your investor or accelerator benefits portal for the Carta partner code. Y Combinator, Sequoia, and most Tier 1 VCs have codes available.
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Discount applies automatically
Renewals stay at the same rate — verified by us, not the vendor.
How Carta stacks up
| Feature | Carta |
|---|---|
| Free trial | 14 days |
| Cheapest paid plan | $0/mo |
| Annual discount | Up to 25% |
| Refund window | 30 days |
| Setup time | < 1 hour |
| Best for | Founders |
What members say
“Good product but evaluate alternatives given the data conflict controversy”
“Eliminated 80% of equity administration manual work”
“Essential equity infrastructure for any VC-backed startup”
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Frequently asked
What does Carta cost for a startup?
Carta's pricing is typically tailored based on the company's stage, number of stakeholders, and specific features required, such as cap table management, 409A valuations, or fund administration. While a free tier for very early-stage companies might exist, most growing startups will engage in a paid subscription. Specific pricing details are usually provided after a consultation.
How does Carta compare to traditional law firm cap table management?
Carta offers a digital, centralized platform for cap table management, providing real-time visibility and automation for equity grants, transfers, and compliance tasks like 409A valuations. Traditional law firm management often involves manual spreadsheets and legal documents, which can be prone to errors and less efficient for frequent updates or investor reporting. Carta aims to reduce legal fees by streamlining these processes.
Can Carta handle complex fund structures for private equity?
Yes, Carta is designed to support various private capital structures, including those used by private equity firms. It helps manage complex fund entities, LP commitments, capital calls, distributions, and carry waterfalls. The platform centralizes data and workflows to simplify administration and reporting for multi-entity funds and their investors.
Who is the ideal user for Carta?
Carta is primarily designed for private companies, from early-stage startups to mature private enterprises, as well as venture capital and private equity firms. Its comprehensive features benefit founders managing equity, finance teams handling compliance, and investors requiring transparency into their portfolio. Companies with employee option pools, multiple funding rounds, or complex investor bases find Carta particularly valuable.