Carta

Carta is a software company that operates a SEC-registered transfer agent and equity management platform for private companies. The platform helps private firms manage cap tables, corporate governance, 409A valuations, and compliance, issue stock electronically, and share equity information among shareholders, employees, auditors, and counsel. It digitizes stock certificates, stock options, warrants, and derivatives to provide a real-time view of ownership and enables employees to track vesting and exercise rights. Carta serves venture-backed startups, pre-IPO companies, and other private enterprises in the United States and internationally. Founded in 2012 and headquartered in Palo Alto, California, the company maintains additional offices in the United States, Brazil, and Canada.

Tom Keiser

COO

Charly Kevers

CFO

18 past transactions

Tactyc

Acquisition in 2024
Tactyc is a performance forecasting and scenario planning platform tailored for venture capital firms. By providing a streamlined alternative to traditional spreadsheet workflows, Tactyc enables fund managers to construct, manage, and forecast their portfolios efficiently within a single platform. The software facilitates rapid portfolio construction and allows managers to share their fund strategies with potential investors seamlessly. Additionally, Tactyc's analytics capabilities support general partners in optimizing reserves, analyzing probabilistic investment outcomes, and gaining insights for future capital deployment. With over 250 funds globally adopting Tactyc, the platform enhances decision-making processes and contributes to a more data-driven approach in venture capital management.

Arch

Series A in 2023
Arch manages private investment operations for leading investors and investment advisors, reinventing private portfolio management through a digital solution that replaces traditionally paper based processes.

Tap

Seed Round in 2023
Tap is a financial services firm focused on individuals working in the technology sector. It has developed an equity trading platform that facilitates the conversion of startup stock into cash, providing users with the ability to sell their stock for liquidity. The platform offers flexibility, allowing shareholders to sell varying amounts of stock without the complications of traditional processes, such as extensive paperwork or tax implications. Additionally, Tap's services enable users to diversify their equity investments into funds, earn interest, and manage their finances through a cash account within the application. This streamlined approach caters specifically to the needs of technology professionals looking for efficient ways to manage their startup equity.

Raise

Corporate Round in 2023
Raise streamlines fundraising processes for startups, founders, investors, and law firms via its digital platform. It automates cap tables, securely stores legal documents, aids in data-driven fundraising decisions, and facilitates collaboration with potential investors.

PostCoffee

Series A in 2022
Founded in Tokyo in 2018, PostCoffee is an online platform offering personalized coffee subscription services. It provides a curated selection of high-quality beans from around the world, delivering them directly to customers' doorsteps based on their preferences and a comprehensive coffee diagnosis.

Capdesk

Acquisition in 2022
Capdesk ApS is an equity management platform that simplifies the administration of shares for companies and investors. Founded in 2015 and headquartered in Copenhagen, Denmark, with a presence in London, the company provides tools for managing cap tables, shareholder registers, and employee equity. The platform automates key processes such as share issuance, transfers, splits, and cancellations, allowing companies to focus more on their core operations by reducing administrative burdens. By storing equity-related information digitally, Capdesk enables clients to easily share ownership details, share certificates, and investment data with stakeholders, fostering transparency and alignment among investors.

Vauban

Acquisition in 2022
Vauban is a technology company that provides a platform for private and alternative investing. The platform enables users to create syndicates online, share investment opportunities, and co-invest with their networks in startups. It automates the creation and management of investment vehicles such as special purpose vehicles (SPVs) and funds, reducing cost and complexity for individuals and small fund managers.

Syndicate

Venture Round in 2022
Syndicate is a decentralized asset management platform and social network that aims to democratize the investment process. By facilitating the creation of investing syndicates, it enables users to raise and invest capital with significantly reduced time and cost. The platform supports the establishment of decentralized autonomous organizations, empowering communities to collaborate effectively in value creation. Through its innovative approach, Syndicate transforms traditional investing practices, making it more accessible to a broader audience.

Sumutasu

Series B in 2022
Sumutasu Inc., established in Tokyo, Japan in 2018, operates an online platform that facilitates swift buying and selling of residential properties. The company employs artificial intelligence technology to streamline transactions, offering direct purchase and sale services for real estate assets. Sumutasu's mission is to empower individuals with the freedom to make ideal housing choices.

Inssent

Series A in 2022
Inssent is a company that specializes in providing comprehensive equity solutions for businesses at various stages of development, from startups to pre-IPO firms. The company offers expert equity consulting services alongside its proprietary inX equity management system, which leverages the founding team’s expertise in law, finance, and taxation, as well as advanced data analytics and artificial intelligence. Inssent’s software solutions enable startups to effectively manage capital investments and establish equity incentive plans, facilitating streamlined tracking of capital and efficient management of stock structures. The integration of online equity administration, incentive plan implementation, and equity transfer processes ensures that clients have a robust framework for managing their equity needs.

Quota Lab

Venture Round in 2021
Quota Lab is a financial infrastructure company that connects the capital flows of all ventures & startups, general partners (GPs), and limited partners (LPs) to build a venture capital market infrastructure and create a new financial ecosystem.

Panther

Seed Round in 2021
Panther is a contractor management tool that specializes in building remote teams. The company offers a comprehensive suite of services focused on global payroll, employee benefits, tax management, and compliance. By streamlining these processes, Panther facilitates the hiring, onboarding, and payment of employees and contractors, ensuring adherence to international regulations. This all-in-one platform supports businesses in navigating the complexities of remote workforce management efficiently.

Alto Solutions

Series A in 2021
Alto Solutions provides an online platform designed to facilitate self-directed individual retirement accounts (IRAs), enabling users to invest in a variety of alternative assets. The company offers several solutions, including Alto IRA for general investing, Checkbook+ IRA for real estate investments with check-writing control, and Alto CryptoIRA for direct cryptocurrency trading via Coinbase. Additionally, Alto Solutions provides a dashboard for managing clients, accounts, and investments, as well as assistance in determining investment eligibility and identifying financial trust companies for asset custody. The company serves wealth managers, investors, registered investment advisors, real estate owners, and entrepreneurs. Founded in 2015, Alto Solutions is based in Nashville, Tennessee.

yearend.

Acquisition in 2021
YearEnd, Inc. is a San Francisco-based company that offers an online subscription-based tax management platform, specifically designed to meet the needs of startup employees. Founded in 2019, the platform allows users to file their taxes efficiently while optimizing their equity in real-time. By connecting the software to users' financial accounts, YearEnd provides tailored recommendations for tax filing and return processes, enabling both employees and employers to make informed decisions regarding their tax obligations and optimize their financial outcomes.

Firstbase.io

Seed Round in 2021
FirstBase is a New York-based company that assists businesses and startups worldwide in incorporating in the United States, facilitating access to the country's vibrant startup ecosystem. The company offers a comprehensive platform where entrepreneurs can complete the necessary steps for company registration, including bank account creation and tax advisory services. By providing an online module that guides users through the details required to establish a new company, FirstBase aims to simplify the complexities of launching a business internationally. Its services are designed to help clients navigate barriers and seize opportunities in the U.S. market, enabling them to efficiently launch and grow their ventures.

Raise

Seed Round in 2021
Raise streamlines fundraising processes for startups, founders, investors, and law firms via its digital platform. It automates cap tables, securely stores legal documents, aids in data-driven fundraising decisions, and facilitates collaboration with potential investors.

Sacra

Seed Round in 2020
Sacra operates a digital platform that facilitates research and liquidity in late-stage venture capital secondary transactions. Its platform provides comprehensive data on VC and PE firms, empowering clients to make well-informed investment decisions in the private markets.

SimpleClosure

SimpleClosure is a technology company that simplifies the process of closing a business. Its platform automates and streamlines the dissolution and wind-down process, handling obligations with customers, state agencies, and team members on behalf of the dissolving company. This enables entrepreneurs to efficiently shut down their businesses while mitigating the risk of fines and penalties.
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