Carta
Carta is an equity management and fund administration platform enabling cap tables, 409A valuations, securities issuance, total compensation analysis, and…
Proven Score
Established. Ranked #1 of 2 researched vendors in Cap table & equity. Checked 2026-10-21.
Evidence
| Founded | 2012 (14 years) source |
| Market standing | Private, valued $1B+. Valued $7.4B post-money (Series G, Aug 2021); reported below $2B in 2024 source |
| Clients named by the vendor | 5, of which 0 are public companies or major institutions |
| Clients verified on Proven | 35 (CRM sync or Crossbeam) |
| Trusted networks | 173 investor, bank and government networks (shown, not scored) |
Clients named by the vendor
| Client | Caliber | Source |
|---|---|---|
| QED Investors | $1B+ private company or top investor | vendor page |
| Base10 Partners | $1B+ private company or top investor | vendor page |
| Kayne Anderson | $1B+ private company or top investor | vendor page |
| Investindustrial | $1B+ private company or top investor | vendor page |
| Tribe Capital | Named client | vendor page |
Discounts for Proven network members
Carta Launch · $1,000 value
Formation stage companies are eligible for a free subscription to Carta through Carta Launch! You must have less than 25 stakeholders and under $1m raised to be eligible.
20% Off First Year's Subscription to Carta · $1,000 value
As part of Carta’s Partner Program, portfolio companies of select venture firms receive a 20% discount on their first year subscription as well as waived implementation fees. Please note that existing Carta customers…
Carta Tax Advisory · $1,000 value
Offer actionable tax advice . Employees receive unlimited 1:1 sessions with Equity Tax Advisors who can address their grants, model tax scenarios, and tax obligation questions. Reduce operational burden . Our accredited Equity Tax Advisors field all of your employees’ equity questions, freeing up time for your finance, HR, and legal teams. Provide a turnkey solution . Employees use the same trusted platform where they already receive equity updates, with no need to set up a new account
20% off Carta Total Compensation · Up to $2,000 value
What is Carta Total Comp? You may already be familiar with the Carta equity management platform for cap tables, 409A services, and more. Now, Carta Total Comp, a compensation benchmarking and planning platform, helps you make better compensation decisions faster so you can focus on building your business. Compensate with confidence . One platform: Compensation and cap table all on one easy-to-use platform . Better decisions faster: Quickly gain insight through our planning and workflow tools so you can turn compensation into your competitive advantage . Compensation simplified: Automated leveling system, seamless HRIS integrations, and personalized onboarding so you can get started right awa
See Carta deals on Proven Deals
Members redeem through their investor or bank's Proven marketplace. Terms vary by network.
Competitors in Cap table & equity
| Carta | 69 |
| Pulley | 39 |
| Cap Table Management by J.P. Morgan Workplace Solutions | Score in progress |
| EquityList | Score in progress |
| Ledgy | Score in progress |
| Option Impact (Shareworks by Morgan Stanley) | Score in progress |
| Fidelity Private Shares | Score in progress |
| Cap Table by Figure | Score in progress |
| Mantle | Score in progress |
| Qapita | Score in progress |
| Cake Equity | Score in progress |
| Eqvista | Score in progress |
| Vestd | Score in progress |
| Scalar, LLC | Score in progress |
| Zest Equity | Score in progress |
| Smartround | Score in progress |
Source: Proven platform data, public records and vendor websites. Vendors cannot pay to change a score. Methodology. Updated 2026-10-21.