Carta specifications
- Pricing
- Free — Managed Service Get a Demo Get Started All there is to know about the latest prospecting techniques. Subscribe Growth Agency Inboxes Grow your revenue Ressources Tech Stack Video Content Case Studies
- Best for
- Carta is recommended for startups, VCs, private equity firms, portfolio companies, and individual investors who want to
- Category
- Workflow Automation
- Key capabilities
- Real-time visibility and controlAI-powered workflow automationStrategic scenario modelingEnhanced data accuracy and complianceSeamless end-to-end collaborationExpert support and insights
- Website
- carta.com
- Listing type
- Directory profile
What Carta does
Carta Carta is a private capital management platform designed for startups, venture capital, private equity firms, portfolio companies, and individual investors. It connects workflows, data, and people in one unified system, giving real-time visibility and control over funds, equity, and portfolios. Trusted by over 50,000 companies, Carta manages $4 trillion in assets and supports 1.6 million equity holders globally. The platform excels in managing funds, SPVs, cap tables, portfolio tracking, and LP reporting. Users see results quickly, with capital activity reflected within a day or two. It speeds up fund administration, compliance, and tax processes by consolidating these functions in one place, reducing errors and delays. Carta integrates as a central system in the private capital tech stack, complementing CRM, tax, and portfolio management tools. It’s not built for general accounting
Core capabilities
- Real-time visibility and control
- AI-powered workflow automation
- Strategic scenario modeling
- Enhanced data accuracy and compliance
- Seamless end-to-end collaboration
- Expert support and insights
Pricing
| Model | Free |
|---|---|
| Observed pricing | Managed Service Get a Demo Get Started All there is to know about the latest prospecting techniques. Subscribe Growth Agency Inboxes Grow your revenue Ressources Tech Stack Video Content Case Studies |
Pricing read from the vendor’s public pages and re-checked each quarter. Seat minimums and annual commitments are excluded unless stated.
Who it fits
Carta is recommended for startups, VCs, private equity firms, portfolio companies, and individual investors who want to
How we classify it
Listed under Workflow Automation. Verdicts are written from public pricing, documentation and hands-on trials — not from vendor briefings.
Henryk Wexel runs Quota Engine. He spent a decade selling B2B software and building outbound systems — as a founder, as a seller at Silverfort and Cradlepoint, and as the person on the hook for pipeline numbers. He writes the reviews here because he has bought, deployed, argued about and cancelled most of the tools in this index. Based in Palma de Mallorca.