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    Carta is an AI-powered equity management platform used by startups, investors, and law firms to manage cap tables, 409A valuations, equity plans, and fund administration. It serves over 40,000 companies and 2 million stakeholders in managing equity ownership and transactions.

    Category

    Finance

    Subcategory

    Financial Analysis

    Free Tier

    Not available yet

    Paid Plans

    Launch plan free for new companies; Growth from $400/year; pricing scales with complexity

    API Cost

    Not available yet

    Web App

    Carta Trust & Security Report

    Certifications, AI-training posture, and security controls, with sourced proof.

    VIEW
    SOC 2 Type IISOC 1 Type IIISO 27001:2022GDPRCCPASIG (Standardized Information Gathering)

    Verified against Carta's own trust and security pages. See the full report for sourced proof →

    Region

    Primarily AWS-hosted in the United States. Transatlantic transfers of EU/UK/Switzerland data are covered by Standard Contractual Clauses and the EU-US Data Privacy Framework. No dedicated EU data residency option publicly confirmed.

    Trains on Data

    No

    Self-hostable

    No

    Startups managing cap table and equity grants digitallyObtaining 409A valuations for options pricingEmployees and investors accessing digital share certificatesVCs managing fund portfolios and LP relationshipsProcessing secondary transactions and tender offers

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