Carta

What it is

Carta keeps the company's ownership record current as shares, options, and other equity are issued, earned, exercised, repurchased, or transferred. Paid plans add fundraising scenarios, board approvals, company valuations for tax purposes, tax support, and later-stage reporting requirements.

Ways to use it

Ideas from real executive operations work. Take the ones that fit.

• Maintain one approved record of company ownership and stakeholder access.
• Issue shares or options and track vesting, exercises, repurchases, and transfers.
• Model how a proposed funding round could change ownership before terms are finalized.
• Share approved equity information with employees, investors, legal counsel, and finance.
• Coordinate required valuations, tax forms, board approvals, and equity reports on eligible plans.