C

Carta

Fintech platform streamlining fundraising, equity, back-office

Overview

Carta provides a fintech platform that helps startups, venture capitalists, and private equity firms manage fundraising, equity, and related back-office tasks. It automates processes such as compensation planning with real-time market data and machine learning, and also supports equity sales, audits, tax matters, valuations, and fund formations within a single system. The platform differentiates itself by offering an integrated suite that combines fundraising workflow, equity management, portfolio insights, and market data in one place. The goal is to make fundraising faster, easier, and more cost-effective while helping organizations manage their equity and portfolios more efficiently.

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About Carta

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

Industries

Data & AnalyticsEnterprise SoftwareFintechFinancial Services

Company Size

1,001-5,000

Company Stage

Series G

Total Funding

$1.1B

Headquarters

San Francisco, CA

Founded

2012

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Simplify's take

What believers are saying

  • October 2026 NewView partnership drove 70 tender offers and $3 billion volume.
  • Over 1,500 firms use Carta's Claude plugins, raising switching costs through workflow lock-in.
  • Hong Kong, Luxembourg, and Carta Law expansion broadens revenue beyond cap tables.

What critics are saying

  • April 2026 layoffs cut about 100 workers, signaling pressure despite product growth.
  • Employee discrimination and retaliation lawsuits still damage Carta's brand and hiring through 2026.
  • Pulley, Ledgy, and Morgan Stanley attack Carta's core, threatening cap-table and transfer-agent share.

What makes Carta unique

  • Carta owns cap tables, fund administration, legal, and CRM in one system.
  • September 2026 plugins with Claude embedded workflows inside active Carta accounts.
  • October 2026 Luxembourg PSF authorization strengthened Carta's regulated European transfer-agent moat.

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Funding

Total Funding

$1.1B

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

6 month growth

1%

1 year growth

0%

2 year growth

-1%
Yahoo Finance
Oct 6th, 2026
Carta Law launches fixed-fee Seed financing to rival $90K–$150K legal costs

Carta Law, the AI-native law firm for private capital, has launched Venture Financing, a fixed-fee service that handles Seed rounds from term sheet to close. The firm says it gives founders the speed and predictability of a SAFE with the protection of a priced round. Carta chief executive officer Henry Ward said founders shouldn't spend $90K–$150K on a standard Seed round. The flat fee covers term sheet review, cap table modelling, financing documents, securities filings, and post-close cap table updates. First drafts arrive within 24 hours, and an attorney reviews every deal. Carta says it processes about 75% of all VC priced rounds, drawing on more than 55,000 transactions. Antler, Techstars, and 500 Global are launch partners.

Ledgy
Sep 16th, 2026
Pulley has been acquired by Carta. Migrate to Ledgy, free of charge

If your cap table is on Pulley, it's about to be affected by the Carta acquisition. Ledgy migrates your equity for you, fully validated and free of charge.

Business Wire
Sep 2nd, 2026
Carta Law adds 4 senior leaders across US and Europe to support 200+ asset managers

Carta Law, the AI-native law firm for private capital, has appointed four senior leaders across its US and European operations. Noah Levine joins as Legal Director for North American Compliance, whilst Karin Porstendörfer becomes Compliance Director and Head of Inbound KYC in Luxembourg. The firm has also promoted Chrystel Marincich to Managing Director for Contracts Americas and Kenneth Howe to Managing Director for Contracts Europe and APAC. Both joined Carta Law two and a half years ago from private practice. The appointments support Carta Law's client base of over 200 asset managers, including 30% of the world's largest funds. The firm launched in May 2026 following Carta's acquisition of Avantia.

Associated Press
Jul 29th, 2026
Carta launches Claude plugins for private capital ops, saving firms weeks of manual work

Carta has made its suite of Plugins for Claude broadly available, with over 1,500 companies and firms already using them since the initial launch in April 2026. The plugins integrate fund administration, cap table management, and dealflow analytics directly into existing workflows. The platform includes three main plugins. The Investors Plugin enables fund CFOs to pull live cash data and generate reports. The CRM Plugin connects relationship management to economic data for investor outreach. The Cap Table Plugin allows equity administrators to access ownership records and generate reports. Delta-v Capital, managing $1.6 billion across 28 funds, reduced compliance work from weeks to near-instant workflows. Tribe Capital Management, overseeing $2 billion in assets under management, cut reconciliation time from one week to one day across 100 SPVs. The plugins operate within Carta's existing permission structure and are available through Claude's plugin directory to firms with active Carta accounts.

Artificial Lawyer
May 13th, 2026
Carta Buys ALSP Avantia, Launches AI-First Law Firm

Carta, a specialist ERP provider for the private capital world, has bought UK-based ALSP Avantia, which handles managed services for asset managers. The result is the launch of Carta Law, an AI-fir…

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