Carta

Carta

Financial platform for fundraising and equity management

About Carta

Simplify's Rating
Why Carta is rated
B+
Rated A on Competitive Edge
Rated B on Growth Potential
Rated B on Rating Differentiation

Industries

Fintech

AI & Machine Learning

Financial Services

Company Size

1,001-5,000

Company Stage

Series G

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Overview

Carta provides a platform that helps businesses, particularly startups and investment firms, manage their fundraising processes more efficiently. The platform offers a variety of tools and services that assist in asset management, back office automation, and portfolio insights. One of its standout features is the use of machine learning to provide real-time market intelligence, which helps businesses make informed decisions about employee compensation. Additionally, Carta simplifies the process of equity sales for employees and investors, making it easier to manage these transactions. Unlike many competitors, Carta focuses on providing a comprehensive suite of services that cover not just fundraising, but also audit, tax, and valuation support. The goal of Carta is to make the fundraising journey faster, easier, and more cost-effective for its clients.

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Simplify's Take

What believers are saying

  • Increased demand for digital equity management solutions benefits Carta.
  • Corporate Transparency Act creates a new market for Carta's compliance solutions.
  • Rising Series A valuations boost demand for Carta's services.

What critics are saying

  • Increased competition from startups like Slice threatens Carta's market share.
  • Recent data breach raises concerns about Carta's data security.
  • Decline in venture deal count on Carta's platform indicates potential business slowdown.

What makes Carta unique

  • Carta offers a comprehensive platform for managing equity electronically.
  • Carta provides real-time market intelligence powered by machine learning.
  • Carta simplifies equity sales for employees, stakeholders, and investors.

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Funding

Total Funding

$1097M

Above

Industry Average

Funded Over

8 Rounds

Series G funding comparison data is currently unavailable. We're working to provide this information soon!
Series G Funding Comparison
Coming Soon

Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Crowdfund Insider
Mar 4th, 2024
Common Stock Vs. Preferred Shares In Crowdfunding: Investors Should Understand Common Equity In Crowdfunded Offerings

Numerous types of private securities are being sold to investors via online investment platforms. Investment crowdfunding has opened up a new market for all investors – including non-accredited investors. While debt is less risky than equity, in general, the returns may be limited if a company has a good exit. But when it comes to equity, common shares may lose out to preferred shares if the company is acquired for a lower valuation than the funding round when the investor bought shares. Liquidation and dilution rights count – a lot.Carta has a good explanation of the two options. In an event where a company is sold for less than originally invested, the preferred may receive their entire investment back

VentureBeat
Feb 28th, 2024
Slice Wants To Make It Easier For Companies To Distribute And Track Equity

It’s not all about the Benjamins, baby — particularly for executive compensation, but increasingly, all levels of employees at firms around the globe. At the start of the first dot com boom in the 1990s, equity emerged as one of the most compelling parts of new hire offer packages for employees at varying levels, according to Matt Simon at MyStockOptions.com. This was particularly true, and has remained true, at tech firms and startups — even as macroeconomic trends have caused a slowdown in total value of equity awards. But throughout all this time, the question for companies awarding equity has been how to ensure it is portioned out wisely, sagely, for the sake of the business’s success, and tracked to comply with all applicable laws in the places in which employees work? A secondary question that remains urgent to the employees themselves: how to track and access their equity awards and maturation cycles? Now a new startup, Slice, based in Tel Aviv, Israel and San Francisco, California, has emerged from stealth to help answer these questions. Armed with $7 million in seed funding, it seeks to offer an automated solution for global equity management geared toward both company finance departments and the employees they serve

TechCrunch
Feb 27th, 2024
Why VCs are investing in startups that help other startups shut down

Earlier this month, equity management startup Carta revealed that it was getting into the game as well with a new offering called Carta Conclusions.

Refresh Miami
Feb 20th, 2024
Miami: The Dubai Of The Western Hemisphere

By Peter Yared – Guest ContributorPeter Yared. Dubai reopened aggressively during the pandemic with extensive testing and vaccination programs. It has since outpaced its primary competitor, Singapore, as the key destination for the wealthy seeking sunshine, lifestyle, and lower taxes. Dubai now stands alone in the Eastern hemisphere as the nexus point for the wealthy of the Middle East, Asia, Russia, and many Europeans.Similarly, Miami became a top destination for the wealthy through the pandemic and has now emerged as the Dubai of the Western hemisphere. Already considered the “capital of Latin America,” Miami has become the nexus point for the wealthy of the U.S., Canada, and Europe for the same reasons as Dubai: sunshine, lifestyle, and lower taxes.Very much like Dubai, the culture of Miami encourages emigration, success, capitalism, and wealth. The local government, led by Mayor Francis Suarez, actively seeks to expand the city and attract new business.The new peopleFor those who have not visited Miami since before the pandemic, it’s hard to comprehend how much has changed

Eqvista
Feb 15th, 2024
Carta Alternative: Why is Eqvista the Preferred Choice for Cap Table Management?

You might be aware of the recent stir caused by Carta's data breach.

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