Carta Stock
| Valuation | $7.4B1 |
| Valuation Date | Aug 13, 2021 |
| Implied Valuation | n/a |
| Last Price | $13.06 |
| 52-Week High | $13.19 |
| 52-Week Low | $10.40 |
| YTD Return | +13.07% |
| 1-Year Return | +24.50% |
| 3-Year Return | -67.35% |
| Total Funding | $1.29B2 |
| Latest Round Amount | $500M2 |
| Latest Round | Series G |
| Funding Rounds | 8 |
| IPO Status | n/a |
| Expected IPO Date | n/a |
| Revenue | $500M3 |
| Revenue Type | Run Rate |
| P/S Ratio | 14.8 |
About Carta
Carta is a financial technology company that provides equity and ownership management software for private companies, investors and their employees. Its platform digitizes cap tables and replaces paper stock certificates. It also handles related work like 409A valuations, equity plan administration, tender offers and compliance reporting. Carta runs a large fund administration business used by thousands of venture capital and private equity funds to manage back-office operations and portfolio data. The company makes money mainly from recurring software subscriptions that scale with a customer's size and stage, plus fund administration fees tied to assets under management. Originally launched as eShares, it has since expanded from startup cap tables into private equity, private credit and other private-market infrastructure.
Invest in Carta
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News
Carta and GetDynasty partner to simplify trust planning for private-company equity holders
Carta partnered with GetDynasty to offer a digital workflow for QSBS-eligible trust formation, combining Carta valuations with Dynasty trust administration.
Carta and GetDynasty Strike Exclusive Partnership to Make QSBS Trust Planning Simple, Digital, and Affordable
Carta partnered with GetDynasty to let Carta customers form and fund QSBS-eligible trusts through a digital workflow with preferred pricing, replacing a traditionally manual process.
Carta launches Claude plugins to streamline fund admin work
Carta made its suite of Claude plugins broadly available to customers, connecting live fund, investor, and cap table data into Anthropic's assistant for reconciliation, reporting, and cap table analys...
Carta Rearchitects Private Capital Operations with Plugins for Claude
Carta rolled out broad availability of its Plugins for Claude, embedding fund administration and cap table data into workflows used by more than 1,500 companies and firms.
Introducing Carta Plugins for Claude: The future of private capital operations
Carta launched Plugins for Claude in Anthropic's plugin directory, embedding its system of record into spreadsheets and analytical workflows for fund administration, CRM, and cap table customers.
Carta Rearchitects Private Capital Operations with Plugins for Claude
Carta announced broad availability of its Claude plugins on July 29, 2026, letting private-capital teams pull live cap table, fund admin, and dealflow data into everyday workflows.
The Carta Change Agents Briefing - AI Updates
CEO Henry Ward launched a mandatory company-wide AI training program built around Claude, requiring all 1,500 Carta employees to complete weekly lessons on using AI in their roles.
Carta Launches Interactive Round Benchmarking Tool
Carta released a public dashboard with real-time data on VC round sizes, valuations, and dilution across 20,000 U.S. startup equity rounds since 2021, filterable by stage, industry, and region.
Introducing Carta Law (fka Avantia Law)
Carta acquired Avantia Law and rebranded it as Carta Law, integrating AI-native legal services for private-capital firms into its ERP platform.
Carta Launches Carta Law with Acquisition of Avantia
Carta acquired Avantia, an AI-powered legal and compliance firm for asset managers, and launched Carta Law to unify legal and compliance workflows with fund operations on its private capital ERP platf...
Odyssey Becomes Carta's Exclusive Paying Agent Partner for M&A Transaction Clients
Odyssey Transfer and Trust was named Carta's exclusive paying agent for M&A transactions, extending the companies' existing IPO transfer-agent partnership to shareholder payments in merger and acquisi...
Carta Launches CRM with Acquisition of ListAlpha
Carta acquired ListAlpha, an AI-powered CRM and relationship intelligence platform, and launched Carta CRM to unify deal sourcing and investor relations with its fund administration stack.
Adding CRM to the Carta ERP
Carta added CRM capabilities to its private-capital ERP so funds can manage deal flow, LP relationships, and advisor networks on one platform.
The Carta 401(k) for high-growth companies, with Vestwell and Morgan Stanley
Carta launched the Carta 401(k), combining Vestwell recordkeeping with Morgan Stanley institutional investment consulting to offer retirement plans for high-growth private companies.
Carta Launches Enterprise Grade Carta 401(k) for High-Growth Companies
Carta launched a 401(k) retirement solution for high-growth companies, combining Vestwell recordkeeping with Morgan Stanley institutional investment portfolios and fiduciary oversight.
Carta and the New York Stock Exchange Form Strategic Partnership
Carta named the New York Stock Exchange its preferred U.S. public listing venue, expanding pre-IPO liquidity tools and IPO-readiness services for late-stage private companies on its platform.