Carta

Carta is a platform that powers private capital operations for venture capital, private equity, and private corporations. It connects data, workflows, and people to handle cap table management, fund administration, tax reporting, and portfolio analytics. The system brings together AI-driven intelligence with human expertise to give users a single source of truth for their investments and fund structures.

The platform's 'agentic intelligence' uses AI to monitor transactions, automate routine tasks, and proactively flag issues. Users get real-time dashboards with data that flows from one module to another—meaning cap table changes automatically update fund administration and tax reports. Features like strategic modelling let GPs run scenario analyses, while compliance tools ensure audit-ready records. Carta also offers a collaboration layer so LPs, GPs, CFOs, CEOs, and legal counsel can stay in sync without switching between systems.

This tool is built for professionals managing private capital: CFOs who need accurate, timely reporting; venture capital and private equity firms tracking portfolio companies; and private corporations handling equity compensation. Real-world examples include a CFO reviewing high volumes of data in less time, a fund manager getting automatic cap table updates within days of a transaction, and a growing company consolidating cap table, valuations, and tax services under one roof.