Hey @cartainc I've been using Carta across 4 different companies since about a week after you launched. Big fan! MCP server for the CRM product is cool but I don't use that. Any chance we can get an MCP server for read-only portfolio access? Currently I have agents use my browser, but it would be so nice if they could read my portfolio. Carta is the one and only provider without API or MCP access of any kind.
Carta’s ERP for private capital combines software and services for equity, fund, and portfolio management. Simplify your equity plan with cap table software that lets you issue and track shares, as well as process payments securely from one platform. Create, manage, and issue SAFEs to investors without changing platforms.
Products
Cap Table Managementview, track, and issue equity on a secure platform.
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A cap table, short for capitalization table, is a document that details your company's equity ownership structure. It records every shareholder, the number of shares they own, the types of equity they hold, and any convertible instruments—SAFEs or convertible notes—that may convert into equity later. Source ↗
Simplify your equity plan with cap table software that lets you issue and track shares, as well as process payments securely from one platform. Scale efficiently with streamlined workflows for fundraising, issuing securities, and managing equity, all connected to your cap table. Source ↗
Manage company ownership
Source ↗Cap table and security holder management
Issue shares directly to stakeholders
Source ↗Electronic securities, stock transfers
Build employee equity plans
Source ↗Equity plan generation, electronic exercising
Automatic stakeholder updates
Source ↗HRIS integration, payroll integration
Secure money movement
Source ↗SEC transfer agent, ACH and wire transfers
Streamline stakeholder communications
Source ↗Data room, board consents, investor updates
Get audit-ready reports on demand
Source ↗409A valuations, GAAP and IFRS reporting
Easily generate compliance forms
Source ↗QSBS attestation, Rule 701 management
Stay ready for tax season
Source ↗83(b) Form, Form 3921
409A ValuationsReceive an audit-ready fair market value (FMV) from the industry’s leading provider.
SAFE FinancingsCreate agreements, collect signatures, and receive funding—all through one connected platform.
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Save time and reduce legal fees on vetting agreements with your choice of industry-standard templates. Create, manage, and issue SAFEs to investors without changing platforms. Protect your ownership—SAFEs are only issued once funds have been received. Easily track the status of your SAFE and see it reflected in real-time on your cap table. Source ↗
Financial ReportingLeverage easy-to-generate expense and disclosure reports to help you stay compliant.
Equity AdvisoryAvailable for unlimited 1:1 sessions, hosting company-wide webinars, and featured in our on-demand education. Get to know the advisors.
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Approachable tax expertise
Source ↗Get unlimited 1:1 sessions to ask quick questions or discuss complex scenarios.
Develop strategies
Source ↗Help your team understand the cost and tax implications of exercising options.
Company-wide education
Source ↗Set up webinars twice a year to walk your team through their equity awards.
Seamless scheduling
Source ↗Easily book sessions and receive key notifications through a Slack integration.
Total CompensationAccess private market benchmarks for every role, level, and region to help you forecast, hire, and retain talent with Total Compensation.
LiquidityRun tender offers easily, through an integrated liquidity solution that's connected to your cap table.
QSBS AttestationPay fewer taxes on your equity and increase stakeholder profits with the Qualified Small Business Stock (QSBS) tax exemption.
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The qualified small business stock (QSBS) exclusion is a U.S. tax benefit under Section 1202 of the Internal Revenue Code (IRC) that allows founders and investors to potentially exclude up to 100% of federal capital gains tax on the sale of qualified stock held for over five years, if all required conditions are met. Source ↗
Determine timelines
Source ↗Establish the dates of your company's eligibility and easily monitor QSB status.
Easily identify eligible shares
Source ↗Determine which securities meet the holding requirements for QSBS.
Receive attestation letters
Source ↗Get documentation for tax filing purposes within ten business days.
Access expert support
Source ↗Create strategies in order to maintain QSB status with easy to book sessions.
Fund AdministrationExperience fund admin at the intersection of world class service and autonomous agents, giving fund CFOs full visibility and control.
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Fund Tax
Source ↗Unlock a seamless tax season with your fund accounting and taxes in one place.
SPVs
Source ↗Create and manage special purpose vehicles (SPVs) that fit your needs.
Fund Formations
Source ↗Form your fund, administer closings, and execute capital calls in six weeks.
KYC/AML services
Source ↗Promote compliance by vetting your LPs and assessing investor identity risk.
Deal and LP CRM
Source ↗Discover and manage investment and investor relationships and pipeline.
Portfolio valuations
Source ↗Centralize look-through level data collection, calculations, and reporting.
Fund ForecastingGuide your fund’s success with fund construction, performance management, and portfolio monitoring.
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Fund construction
Source ↗Build a fund construction model you can trust in minutes.
Fund performance forecasting
Source ↗Plan reserves and model exit scenarios with a live forecast of your active portfolio.
Portfolio monitoring
Source ↗Organize, view, and report on portfolio company KPIs and deal documents.
Fund TaxUnlock a seamless tax season with your fund accounting and taxes in one place.
Portfolio ValuationsCentralize data collection, calculations, and reporting with an end-to-end solution built for private markets.
SPVsFrom formation to distribution, streamline your special purpose vehicle (SPV) on a platform built for every investor.
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Institutional SPVs are formed as a Delaware LLC or LP entity with you as the Manager/General Partner. Carta will work with you and a registered agent to obtain your EIN and form your SPV. Source ↗
Carta Closings
Source ↗Experience a faster closing with AI-filled subdocs and investor support.
Dedicated LP portal
Source ↗Enable investors to securely sign subdocs, fulfill capital calls, and view documents.
KYC/AML services
Source ↗Promote compliance by vetting your LPs and assessing investor identity risk.
Comprehensive tax services
Source ↗Easily receive accurate, year-end tax filings for you and your LPs.
Loan OperationsAutomate every step and workflow with a connected loan solution purpose-built for private credit.
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Loan setup
Source ↗Capture delayed draws, complicated repayment schedules, and PIK interest.
Reconciliation
Source ↗Generate and send invoices and reconcile payments against bank data feeds.
Covenant monitoring
Source ↗Collect borrower metrics, test covenants, and manage non-compliance in real time.
Real-time reporting
Source ↗Access configurable reports on loan performance, payments, and amortization.
Deal CRMLevel up your firm’s relationship intelligence with a centralized hub built for faster, smarter deals.
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Deal CRM is built for deal teams to support the entire deal lifecycle. It includes automated deal flow tracking, integrated relationship intelligence that syncs with Outlook and calendars, and AI-powered research tools to vet investment opportunities faster. Source ↗
LP CRMCentralize investor intelligence and automate your fundraising flywheel.
LP Portfolio AnalyticsTap into private market AI to manage your alternative investment data—and make faster, more insightful decisions.
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Streamlined document processing
Source ↗Capture information across quarterly reports, cashflow notices, and financial statements—and enable custom integrations with your upstream and downstream systems for a seamless flow of investment data.
AI-powered data validation
Source ↗Process large amounts of data with a proprietary AI engine trained on industry-leading private market benchmarks. Every data point is instantly verifiable with a complete audit trail.
Informed investment decisions
Source ↗Make quick, confident calls with KPI dashboards and portfolio analysis that identifies concentration risks, highlights deviation from allocation policies, and compares assets to cohorts.
Capital Call Lines of CreditReceive capital outside your regular call cadence, so your firm never misses the opportunity to fund a deal.
ComplianceDrive defensible decisions with attorney-led AI for transaction AML, inbound KYC, and investor onboarding.
ContractsEliminate deal friction with AI-powered redlining and rapid contract execution.
Fund ServicesSimplify complex transfers with a fully managed, expert-led LP transfer service.
Venture FinancingRaise your next round with proprietary AI and attorney-led legal execution.
Carta Equity SuiteFrom incorporation to IPO, leverage a powerful suite of equity management tools to build and scale your company. Explore product suite
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Customer feedback
Any reason why in the year of the lord 2026, I cannot query my very own data on @cartainc through an API, @henrysward? Invite-only APIs with a 2024 deprecated Google Form or an Excel-plugin does not count https://t.co/15iHosAfuf
Equity administration can be very confusing, and I sometimes find myself getting lost in the admin portal. Additionally, the Rippling integration is helpful but not quite as flushed out as I think it could be.
Carta has the most disregard for their clients. They are the worst at client service, show no interest in providing reporting or answer any questions. Overall toxic firm that should be avoided at all cost
Ok no big deal, I’ll move the money around and try again. Nope, Carta decided that after a single failed attempt at payment my options were PERMANENTLY canceled. Like, I no longer have the right to exercise them ever. No equity in the company for me, sorry.
I don't really have a complaint about Carta other than that it's hard to back up
Some functionality is difficult to locate and the help function references a different version of the software than i have.
- Expensive for startups - Salary compensation tool should be included in base subscription - More comparative details with similar companies (benchmarking functions)
Reporting wise its confusing sometimes which report to get to get the desired data
Carta’s handling of the Affirm IPO was a debacle. I believe that Affirm no longer works with Carta as a result. Every employee’s sell order was accidentally canceled on the day of the equity release. Carta did not have any alerts system, and did not notify affected employees for a month. Some employees were left tens of thousands of dollars worse off than had the error not occurred. I would generally be concerned about the quality of their software. Amusingly, one employee had $50K worth of stocks go missing from their account. Carta’s software engineers had to deploy a bug fix for these stocks to be visible again!
Our company went through a re-price so all old grants had to be cancelled and reissued. It's not easy to tell which grants are active vs which ones are voided.
We are investors, not issuers. As investors, we have 3 big issues. A). The site is SO SLOW, I literally end up e-mailing the portfolio company to ask for the information. B) The UX for the portfolio is nonsensical. For example, if you accept a certificate, you are not taken to the holding,s rather to some summary page from which you then have to search for what you just accepted and if you are not in the right "portfolio", it doesn't show up. C) Carta makes it very difficult for one to keep a backup.
I haven't hand any issues with it so far. My only complaint is that it's a very specific tool for what amounts to legal document management and those documents could be shared and managed another way. But it works well and has a clear goal, so it's fine.
- Mobile application is lacking some features that the web app has (i.e. documentation repo). - Sometime difficult to understand the workflow required to accomplish a task. There are multiple ways to do the same thing, which can leave the user feeling a bit lost at times.
When we first started using it (nearly 5 years ago), we found a few bugs in accounting reporting on edge cases (we had a couple outlier cases unusual for a company of our size at the time ). The Carta team quickly made adjustments to their software to resolve the problems however (and have continued to respond quickly to feedback).
If you have any non-standard options, Carta is probably not for you. We have been onboarding for months now, and our account rep has done almost nothing. We gave him the information we had, but he doesn't seem to grasp the spreadsheets so we've basically had to do the uploading ourselves. Now that we are almost ready for go-live, I still can't find information in the system that I am looking for. Additionally, the software doesn't make up agreements (for example, if you loaded up a template). You just upload your agreements into the system after they are made on another platform. So basically it's a hosted skin for shares reporting? Not sure, and not happy.
Reports for Audit purposes can be painful
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Portfolio Management Software (Carta, Ledgy, etc.) - Reddit
Does anyone have feedback on Carta (particularly pricing) ... What explains Carta's sustained dominance in cap table software?(I will not promote).
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Carta Launch : r/venturecapital - Reddit
Recently, Carta has expanded its bare-bones cap table management program Carta Launch by raising the funding limit to $1M. ... Carta Pricing.
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Left my startup job and have 90 days to exercise my stock ...
https://carta.com/learn/equity/stock-options/taxes/ · More replies ... I cannot reiterate this point about AMT potentially being a big problem for ...
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Joined a pre-IPO unicorn startup, that already tripled its ... - Reddit
https://carta.com/learn/equity/rsu/single-trigger-vs-double-trigger ... I had the universe problem where the company only offered a ...
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VC asking for 60% equity for USD100K, i will not promote - Reddit
Read up on Convertible notes and SAFE: https://carta.com/learn/startups/fundraising/convertible-securities/. That VC is being a vulture and ...
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First round of funding is imminent. What should I do to protect ...
Use Ycombinators SAFE Sign up for Carta.com ( free until raise.2mill think). Use Carta to deploy the SAFE (they have YC safe built in) and ...
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Carta Equity Suite Reviews 2026: Details, Pricing, & Features
Users consistently praise Carta for its intuitive interface and ease of use, which simplifies complex equity management tasks like cap table tracking and option ...
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Page 3 | Carta Equity Suite Reviews 2026: Details, Pricing ... - G2
Users consistently praise Carta for its intuitive interface and ease of use, which simplifies complex equity management tasks like cap table tracking and option ...
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Carta Reviews from Real Users | TrustRadius
Browse verified Carta reviews with synthesized insights and buyer ... cap table maintenance, and scenario modeling across multiple companies.
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Carta Software Pricing, Alternatives & More 2026 - Capterra
Carta Software Review 2026: Features, Integrations, Pros & Cons ... Carta includes core cap table management, equity reporting, stock ...
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Page 4 | Carta Equity Suite Reviews 2026: Details, Pricing ... - G2
Users consistently praise Carta for its intuitive interface and ease of use, which simplifies complex equity management tasks like cap table tracking and option ...
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Read Customer Service Reviews of carta.com - Trustpilot
I like Carta and as a Co-Founder, I don't want to spend a lot of time managing my cap table and compliance and working on 409A's. So Carta makes most of it ...
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Customer Stories | Cake Equity
From complex to simple: Why Robin moved its cap table from Carta to Cake. A ... Setting up our cap table was a piece of cake! G2 reviews. The upload ...
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Carta Onboarding Breakdown: Cap Table Automation and AI
Pulley is shutting down on December 8th, seven years after it set out to challenge Carta in cap table management. Now, Carta is absorbing the ...
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Report: Carta Business Breakdown & Founding Story
To support compliance efforts, Carta's Cap Table Management platform generates audit-ready reports for GAAP and IFRS standards, assists with Rule 701 ...
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Request a demo and join Carta | 409a Valuations | Carta ↗
Request a demo of Carta's equity management platform and learn more about audit-ready 409a valuations.
Observed Nov 6, 2026
New pages
LPs self-serve with the LP Dashboard in Claude ↗
Build a searchable document library with the Carta Investors Plugin ↗
Complete fund tasks in Claude with Workhub ↗
Track total value and carry in the GP member experience ↗
See fund events and an audit log in Visual Accounting ↗
Get up-to-date valuations by uploading your statements ↗
Query deals and log notes in ChatGPT with Carta CRM ↗
Find LPs, GPs, and funds with Discovery in Carta CRM ↗
Solutions for Venture Capital ↗
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ai powered equity issuance ↗
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ai fund admin product strategy ↗
Modified Source ↗
ai enabled portfolio data collection ↗
Modified Source ↗
ai certificate drafting ↗
Modified Source ↗
agm deck builder ↗
Modified Source ↗
agentic experiences ↗
Modified Source ↗
activity tab fund admin ↗
Modified Source ↗
Finding a 409A provider ↗
Modified Source ↗
2026 erp product roadmap ↗
Modified Source ↗
Carta's Product Year in Review ↗
Modified Source ↗
valuation roi calculator ↗
Modified Source ↗
data newsletter sign up ↗
Modified Source ↗
yc ↗
Modified Source ↗
policy weekly newsletter ↗
Modified Source ↗
private equity ↗
Modified Source ↗
venture capital ↗
Modified Source ↗
private credit ↗
Modified Source ↗
explore erp ↗
Receive audit-ready valuations, fast ↗
Modified Source ↗
Carta vs. Pave ↗
Modified Source ↗
Carta vs. Pulley ↗
Modified Source ↗
Partner Resource Center | Carta ↗
Modified Source ↗
carta tax resources ↗
Modified Source ↗
fa onboarding resources ↗
Modified Source ↗
fa onboarding raising entities ↗
Modified Source ↗
fa onboarding existing entities ↗
Modified Source ↗
tax education ↗
Modified Source ↗
capital call line resources ↗
Modified Source ↗
amt calculator ↗
Modified Source ↗
Life at Carta ↗
Modified Source ↗
Engineering ↗
Modified Source ↗
Diversity, equity, and inclusion ↗
Modified Source ↗
Careers ↗
Modified Source ↗
Vrushali Paunikar - Carta ↗
Modified Source ↗
nick avery ↗
Modified Source ↗
Jeff Perry | Carta ↗
Modified Source ↗
Charly Kevers | Carta ↗
Modified Source ↗
Henry Ward | Carta ↗
Modified Source ↗
Executive team ↗
Modified Source ↗
investor relations ↗
Modified Source ↗
meet henry ward ↗
Modified Source ↗
referral ↗
Modified Source ↗
Accelerators ↗
Modified Source ↗
private equity ↗
Modified Source ↗
Partners ↗
Modified Source ↗
trust ↗
Modified Source ↗
Explore the app ↗
Modified Source ↗
Carta vs. AngelList ↗
Brand colors & fonts
Observed website styles · partial · Nov 11, 2026
sangBleuVersailles
heading · observed usage · 400
Fallback: system-ui, sans-serif
Plus Jakarta Sans
body · observed usage · 400
Fallback: system-ui, sans-serif
IBM Plex Mono
ui · observed usage · 400
Fallback: system-ui, sans-serif
Disclaimer: These samples are not verified official brand guidelines or a complete palette. Previews use system fonts; font licensing, reuse and redistribution rights are unverified. Font URLs are evidence only. Actual rendering and loaded fonts may differ; displayed font names may be simplified.
Collection details
Rendered desktop homepage sample only; other pages, themes and states may differ. Font families are computed CSS stacks; actual per-glyph font loading and reuse rights are unverified. Semantic roles describe sampled elements, not an official brand guide. Palette includes opaque RGB styles only; gradients, images and other color spaces are not sampled.