Cap table management + 409A valuations.
Manages your cap table, options grants, 409A valuations, and SAFE notes. Standard for VC-backed startups since seed.
🎯 Why it's useful
Once you have any equity beyond founders + advisors, doing this in a spreadsheet becomes risky. Carta enforces the right legal structure.
💜 Our take
The employee portal — every team member can see their grant, vesting, and exercise scenarios — is hugely valuable for retention.
✓ Best for
VC-backed startups managing complex equity structures, particularly those with multiple funding rounds, option pools, and investor reporting requirements. Essential for founders handling 409A valuations and equity compliance at seed stage and beyond.
✗ Not ideal for
Solo bootstrapped founders or pre-seed companies without meaningful equity complexity—the cost and feature set are overkill. Also not ideal for companies seeking simple vesting tracking without broader cap table management.

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