Other
Jan 2024Carta exited its secondary share trading business after customer backlash over use of private cap-table data in connection with secondary trading efforts.
SourceCompany research
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Overview
Carta is an agentic ERP for private capital. It connects cap tables, fund administration, CRM, compensation, valuations, legal/compliance, and related workflows for startups, investors, and private-market firms.
Primary product
Private capital ERP / equity management platform
Founded
2012
Headquarters
San Francisco, California, United States
Team size
1,900+
Work style
Flexible
Industry
Software Development
Sub-industry
Private capital ERP / equity management / fund administration
Offices
San Francisco, California, United States
New York, New York, United States
Seattle, Washington, United States
Sandy, Utah, United States
Funding
People & investors
Leadership
Chief Executive Officer
Chief Financial Officer
Chief Revenue Officer
Work & culture
Carta describes its culture as helpful, relentless, unconventional, and kind, with operating principles centered on ownership, craft, bias to action, working in the open, simplifying, accountability, and doing the right thing. The company also emphasizes an AI-forward, data-driven, iterative, objective engineering culture.
Work style
Flexible
Visa sponsorship
Yes
Compensation
Public job postings describe Carta compensation as market-competitive salary, equity for all full-time roles, exceptional benefits, and, for applicable roles, commission plans. Engineering postings show wide location-based cash ranges (for example, six-figure base ranges in SF/NY/Seattle), suggesting competitive private-market/fintech comp rather than top-tier big-tech levels.
Benefits
Equity for all full-time roles
Market-competitive salary
Exceptional benefits
Product & market
Pricing
Primarily SaaS subscription plus software-and-services and transaction-adjacent offerings; public materials also describe pay-as-you-go / fixed-fee legal services for Carta Law.
Differentiators
- —End-to-end ERP for private capital rather than a point cap-table tool
- —Combines cap tables, fund administration, CRM, valuations, compensation, and legal/compliance
- —AI-native and agentic workflows
- —Software plus human service model
- —Trusted by 50,000+ companies and 9,000+ funds/SPVs
- —Deep data connectivity across the private-capital lifecycle
- —Strong office network with global localization
- —Publicly documented engineering and operator culture
Technology
Python
Scale & contact
Estimated revenue
$500M+ ARR
Estimated monthly visits
1.3M
Traffic estimate as of Jun 2026
Signals & risks
Shutdown
Dec 2025Carta later retired its startup shutdown / winddown offering, known as Carta Conclusions, and shifted to partnering rather than building that business in-house.
SourceLatest news
BusinessWire · May 2026
Carta acquired Avantia and launched Carta Law, an AI-native legal and compliance solution integrated into its ERP for private capital.
Carta blog · Apr 2026
Carta launched Claude plugins to let customers query cap tables, fund metrics, and portfolio data in natural language.
Business Wire · Mar 2026
Carta opened a Hong Kong office to complement Singapore and expand its Asia private-markets footprint.
BusinessWire · Mar 2026
Carta acquired ListAlpha to launch Carta CRM, expanding its ERP to connect deal flow, LP relationships, and advisor networks.