Carta

Company research

Public company, workplace, funding, and market signals

Updated Aug 2, 2026

Overview

Carta (eShares, Inc. dba Carta) is a privately held private-capital software and services company. It began as eShares, digitizing paper stock certificates, and now positions itself as an end-to-end, AI-enabled ERP connecting equity management, fund administration, legal, compliance, CRM, portfolio data, and private-capital workflows. Carta says its platform serves 50,000+ companies in 160+ countries and 9,000+ funds/SPVs.

Primary product

Carta’s unified private-capital platform: cap-table and equity management, 409A valuations, employee equity/compensation, liquidity, fund administration and accounting, LP/portfolio analytics, valuations, CRM, legal/compliance, and related data/API/AI products.

Founded

2010

Headquarters

333 Bush Street, Suite 2300, San Francisco, California 94104, United States

Team size

1,000–2,000; Carta’s About page says 1,900+

Work style

Hybrid

Industry

Software Development / Financial Technology

Sub-industry

Private-capital infrastructure; equity management; fund administration; financial operations ERP

Offices

San Francisco, California

New York City, New York

Seattle, Washington

Sandy, Utah

Santa Clara, California

Hamilton Township, New Jersey

Washington, DC

Kitchener-Waterloo, Ontario

Toronto, Ontario

Rio de Janeiro, Brazil

Business model

B2B SaaS subscriptions

Usage/stakeholder-based equity-management plans

Enterprise and custom-priced fund-administration services

Professional services including valuations, tax, legal and compliance

Data, benchmarking and analytics products

Transaction and liquidity-related services

Funding

Stage

Late-stage private / Series G; unicorn

Total raised

$1.2B

Latest round

Series G · Aug 2021

Latest amount

$500M

Series G

Aug 2021 · Silver Lake

$500M

Series F

May 2020

$210M

Series E

May 2019 · Andreessen Horowitz

$300M

Series D

Dec 2018 · Meritech

$80M

Series C

Aug 2017 · Menlo Ventures

$42M

Series B

Aug 2015 · Spark Capital

$17M

Series A

Jan 2015 · Union Square Ventures

$7M

Seed

Aug 2013 · Draper

$1.8M

People & investors

Leadership

Henry Ward

Co-founder and Chief Executive Officer

Charly Kevers

Chief Financial Officer

Jeff Perry

Chief Revenue Officer

Nick Avery

Chief People Officer

Nicole Baer

Chief Marketing Officer

Vrushali Paunikar

Chief Product Officer

Founders

Manu Kumar

Co-founder

Investors

Work & culture

Carta describes its culture through the traits Helpful, Relentless, Unconventional, and Kind. Its operating principles emphasize ownership, craft, transparency, bias to action, simplicity, accountability, integrity, and mission alignment. Public workplace information indicates hybrid work, typically about three days per week onsite, though requirements can vary by role and location.

Work style

Hybrid

Compensation

Carta offers company equity and performance bonuses. Public job and benefits sources do not establish a single company-wide salary policy. Carta also sells Carta Total Compensation, a benchmarking product based on anonymized private-company equity and compensation data; individual job postings are the appropriate source for role-specific ranges and sponsorship.

Benefits

Company equity

Performance bonuses

Health insurance

Dental insurance

Flexible spending account

Parental and family medical leave

Fertility benefits

Commuter benefits

Employee resource groups

Pet-friendly offices

Product & market

Pricing

Tiered and stakeholder-based pricing for company equity management: Launch is free for eligible companies with up to 25 stakeholders and up to $1M raised; Build, Grow and Scale add paid features and stakeholder-based pricing. Fund administration, enterprise, legal and other services are generally custom-priced.

Differentiators

—Integrated company cap-table/equity management and fund administration
—Large network effect across founders, investors, LPs and portfolio companies
—In-house 409A valuation, tax, equity and compliance workflows
—Finance-grade, auditable ledger and reporting outputs
—Combination of software and experienced fund-accounting/service teams
—Broad private-capital data set and benchmarking products
—AI agents, MCP and Claude plugins connected to live Carta records
—Developer APIs and integrations

Technology

Python

Java

Django

React

JavaScript

GraphQL

C++

SQL

AWS

Kubernetes

Docker

Terraform

CircleCI

GitHub Actions

ArgoCD

Jenkins

dbt

Airflow

gRPC

REST APIs

Customers

Startups and private companies

Venture-capital firms

Private-equity firms

Fund managers and fund CFOs

Limited partners and institutional investors

Portfolio companies

QED Investors

Giant Leap

Civilization Ventures

Competitors

Pulley

Ledgy

Qapita

AngelList Venture

Juniper Square

Allvue

BPC

Shoobx

Capdesk

Nasdaq Private Market

Scale & contact

Estimated revenue

$150M–$200M based on public company-profile estimates; Carta’s own About page separately states $500M+ ARR in 2025, so public estimates are materially inconsistent and should not be treated as audited revenue.

security@carta.com +1 650-669-8381

Signals & risks

Layoff

Jan 2023

Carta confirmed a workforce reduction of approximately 10%, estimated at about 200 employees, amid venture and technology-market pressure.

Source

Layoff

Jan 2020

Carta conducted an earlier workforce reduction during the initial COVID-era slowdown; the 2021 funding coverage described it as roughly comparable in size to the 2023 reduction.

Source

Acquisition

Oct 2025

Acquired Sirvatus, a private-credit loan-administration platform, to add loan operations to fund administration.

Source

Acquisition

Oct 2025

Announced acquisition of Accelex, an AI-powered alternative-investment data automation platform.

Source

Acquisition

May 2026

Acquired Avantia Law and launched Carta Law, expanding into AI-native legal and compliance services for private-capital firms.

Source

Acquisition

Jan 2026

Acquired ListAlpha and launched Carta CRM, adding AI-powered deal-flow and relationship-management workflows.

Source

Latest news

Carta Plugins for Claude: The Future of Private Capital Operations

Carta · Jul 2026

Carta launched Investors, CRM and Cap Table plugins for Claude, connecting live Carta records and deterministic financial calculations to AI workflows.

Carta Total Compensation data is now available in Claude

Carta · Jun 2026

Carta made private-market compensation and equity benchmarks queryable through its Claude Cap Table Plugin.

Carta Law launches with acquisition of Avantia

Carta · May 2026

Carta acquired Avantia Law and launched Carta Law, combining AI-native legal/compliance services with its private-capital ERP.

Carta Launches Carta Law with Acquisition of Avantia

BusinessWire · May 2026

Carta acquired Avantia and launched Carta Law, an AI-native legal and compliance solution integrated into its ERP for private capital.

Introducing Carta Plugins for Claude

Carta blog · Apr 2026

Carta launched Claude plugins to let customers query cap tables, fund metrics, and portfolio data in natural language.

Jobs and careers at Carta

70 jobs at Carta

Onboarding Lead

On-site

Carta Law

London; London - Avantia

Today

On-site

Full-time