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Carta

Carta is a platform for managing equity and ownership in private companies. Used by 40,000+ companies and 2M+ shareholders to manage cap tables, option grants, 409A valuations, fund administration, and investor relations.

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What it does

Key features to help you decide whether this provider fits your needs.

  • Carta is a platform for managing equity and ownership in private companies. Used by 40,000+ companies and 2M+ shareholders to manage cap tables, option grants, 409A valuations, fund administration, and investor relations.

Check before you buyConfirm the approved allowance, eligibility and renewal terms with the vendor before using paid services.

Offers

Compare the benefit, eligibility, and application steps for each offer. Last checked Oct 2, 2026.

  • 20% off with Carta through Mercury Perks

    20% off the first year of Carta's Fund Administration services

    Eligibility
    Mercury customers; New customers only
    How to access
    Available to eligible Mercury customers
    View offer

    Mercury Perks

  • Carta: Free Launch plan for qualifying early companies

    Carta Launch is an ongoing free cap-table plan for small early-stage companies. It is not a startup cash grant; 409A valuations and other paid services are outside this free allowance.

    Eligibility
    Fewer than twenty-five stakeholders and less than $1M raised; confirm continued plan eligibility as the cap table grows.
    How to access
    Create a Carta Launch account through the official Launch page and confirm the stakeholder and funding limits.
    View offer

    Carta official program · Checked

  • Carta: previous program tier (historical)

    Previous program tier; replaced by the current official offer

    previously-available

    This older direct program tier is retained for existing links. Use the current reviewed official program on this product page; its eligibility and allocation replace this older listing.

    Eligibility
    No current entitlement is established for this historical tier.
    How to access
    Create a Carta Launch account through the official Launch page and confirm the stakeholder and funding limits.

    Carta official program · Checked

Latest from Carta

The newest posts and videos from the vendor's own X, Threads, YouTube channel, blog, or changelog, newest first. Posts, videos, and headlines stay on the vendor's site.

  1. X postFund AI has arrived. Carta Plugins put your fund's numbers directly into Claude or Codex. No CSV export, no rebuilding formulas from scra…5 likes · 773 views
  2. X postNew Carta x @Vestwell data found an interesting link between employee equity and retirement plans: employees with a 401(k) exercise optio…4 likes · 679 views
  3. X postMagic 8 ball, is Fund AI finally real? 'It is certain.'3 likes · 1 reply · 747 views
  4. X postCustom reporting usually means generic reporting. Not on Carta. Build your own templates, including capital call notices, financials, and…1 like · 1 reply · 953 views
  5. X postThis is the one we've been waiting to ship. Carta's Plugins for Claude are live: Investors, Cap Table, CRM, for every Carta customer. Car…3 likes · 2 replies · 2.4K views
  6. X post@claudeai An add-on closes. Three questions get asked. At 2pm, a partner sits down with an LP. Normally that means "let us get back to yo…1 like · 1 reply · 218 views

What users say

Public posts and comments about Carta from across the web, newest first. Excerpts preserve the original wording and link to the full source.

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