Products and Services OverviewCarta is well known for its features that include:

1. Equity Management : At its core, Carta excels in providing equity management solutions, offering real-time insights into equity distributions, cap table management, and scenario modeling. This enables companies to efficiently manage their ownership structure and make informed decisions.
2. Valuations : Carta offers 409A valuations compliant with the IRS guidelines, crucial for setting the exercise price of stock options. Their expertise helps companies ensure compliance and accuracy in their valuation reports.
3. Investor Services : For investment professionals, Carta’s platform facilitates portfolio management, LP management, and has tools for managing capital calls and distributions. This suite is designed to optimize the administrative tasks for venture capital and private equity funds, allowing them to allocate more time to strategic investment decisions.
4. Compliance and Reporting : The platform also addresses the need for streamlined compliance and reporting, offering solutions that simplify SEC filings, financial statements, and other regulatory requirements.
5. CartaX : A newer offering, CartaX, is a private stock market that allows employees and investors to buy and sell shares of private companies with ease, providing liquidity in what has traditionally been an illiquid market.

Customers and Use CasesCarta's solutions are tailored to meet the needs of a range of stakeholders in the investment ecosystem, including startups seeking to manage their equity, investment firms (private equity, venture capital) looking to streamline investor relations and portfolio management, and employees aiming to understand and liquidate their equity compensation. Notable clients include Slack, Intercom, and August Capital, which underscore the platform's versatility across different industries and stages of company growth. Corporate Milestones and Financial MetricsCarta has marked several notable milestones since its inception in 2012. It has successfully raised funding through various rounds, the most recent being a Series G in August 2021, which valued the company at $7.4 billion. These investment rounds have been backed by leading venture capital firms such as Andreessen Horowitz and Lightspeed Venture Partners, highlighting the confidence the investor community has in Carta's vision and services.For more detailed information on Carta's offerings and how they can transform equity management and investment operations, visit their website at https://carta.com.