Carta
Founded Year
2012Stage
Valuation Change | AliveTotal Raised
$1.158BValuation
$0000Revenue
$0000Mosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-25 points in the past 30 days
About Carta
Carta provides tools for private equity and venture capital within the financial services industry. The company offers a fund administration platform that includes services such as capitalization table management, valuations, tax compliance, and equity program management for private businesses. Carta serves the private capital market, including investors, limited partners, and portfolio companies. Carta was formerly known as eShares. It was founded in 2012 and is based in San Francisco, California.
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ESPs containing Carta
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
Private capital fund management solutions help venture capital (VC) and private equity (PE) firms manage their investment portfolios and operations more efficiently. These platforms typically include features for deal flow management, portfolio monitoring, capital call administration, investor reporting, and performance analytics. The software replaces spreadsheets with centralized systems that im…
Carta named as Leader among 10 other companies, including FactSet, Intapp, and Allvue Systems.
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Research containing Carta
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Carta in 3 CB Insights research briefs, most recently on Jan 3, 2024.
Jan 3, 2024
2024 prediction: Rippling acquires Pulley
Dec 22, 2022 report
The top 50 angel investing groupsExpert Collections containing Carta
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Carta is included in 8 Expert Collections, including HR Tech.
HR Tech
5,910 items
The HR tech collection includes software vendors that enable companies to develop, hire, manage, and pay their workforces. Focus areas include benefits, compensation, engagement, EORs & PEOs, HRIS & HRMS, learning & development, payroll, talent acquisition, and talent management.
Unicorns- Billion Dollar Startups
1,270 items
Fintech 100
997 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Capital Markets Tech
1,163 items
Companies in this collection provide software and/or services to institutions participating in primary and secondary capital markets: institutional investors, hedge funds, asset managers, investment banks, and companies.
SMB Fintech
1,231 items
Tech IPO Pipeline
568 items
Carta Patents
Carta has filed 2 patents.
The 3 most popular patent topics include:
- 3d computer graphics
- 3d imaging
- automotive safety technologies
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
3/5/2021 | 2/20/2024 | 3D imaging, Geodesy, Computer vision, Stereophotogrammetry, 3D computer graphics | Grant |
Application Date | 3/5/2021 |
|---|---|
Grant Date | 2/20/2024 |
Title | |
Related Topics | 3D imaging, Geodesy, Computer vision, Stereophotogrammetry, 3D computer graphics |
Status | Grant |
Latest Carta News
Apr 8, 2025
| Jeff Perry Jeff Perry is a truly iconic revenue leader and the Chief Revenue Officer (CRO) at Carta, responsible for core software revenue across New Business, Upsell, Cross Sell, and Customer Success. Prior to Carta, Jeff led SMB Sales at DocuSign, and started his career at Oracle, where he rose from Strategic Account Manager to VP of Sales over a decade. Discussed in this Episode: Moving from enterprise sales leadership to a startup environment. Why and when to build a solutions engineering team. The myth of the “18-month CRO lifespan.” Balancing empathy and accountability as a sales leader. Why automation isn’t always the best path forward. Highlights: 06:29 — Mentorship matters. Jeff breaks down how to find and approach mentors—even without a formal program. 12:42 — Lessons from selling servers that still apply to modern SaaS sales 15:02 — Leading through M&A: Inside the culture clash and how Jeff rebuilt a team post-acquisition. 19:07 — Carta’s GTM evolution: How Jeff scaled from one rep selling one product to multiple teams across three business lines. 28:34 — Scaling revenue from $20M to $450M: Advice for CROs entering growth-stage companies. 33:20 — Why “big company” people can thrive in startups—if they leave their playbooks behind. 36:15 — How to use PIPs to coach—not just cut—and what most orgs get wrong. 43:13 — Why the best sellers are quarterbacks, not lone wolves. 46:43 — Pick up the phone: Human connection wins in an era of AI and automation. Guest Links (Jeff Perry): The best talent isn’t actively job hunting. Pursuit helps companies hire elite go-to-market talent on a non-retainer basis. As a key GTMfund partner, they equip sales and marketing teams with top performers. If you’re hiring for sales or marketing roles, reach out to Pursuit at pursuitsalessolutions.com/gtm or message a GTMfund team member. The GTM Podcast The GTM Podcast is a weekly podcast hosted by Scott Barker, GTMfund Partner, featuring interviews with the top 1% GTM executives, VCs, and founders. Conversations reveal the unshared details behind how they have grown companies, and the go-to-market strategies responsible for shaping that growth. Visit gtmnow.com for more episodes and other interesting content.
Carta Frequently Asked Questions (FAQ)
When was Carta founded?
Carta was founded in 2012.
Where is Carta's headquarters?
Carta's headquarters is located at 333 Bush Street, San Francisco.
What is Carta's latest funding round?
Carta's latest funding round is Valuation Change.
How much did Carta raise?
Carta raised a total of $1.158B.
Who are the investors of Carta?
Investors of Carta include Silver Lake, Fidelity International Strategic Ventures, Foothill Ventures, Fabrica Ventures, Premji Invest and 37 more.
Who are Carta's competitors?
Competitors of Carta include Qapita, Aption, Nasdaq Private Market, Capbase, Shoobx and 7 more.
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Compare Carta to Competitors
Shareworks is a company that focuses on providing workplace financial solutions, operating within the financial services industry. The company offers a range of services including equity plan administration, retirement readiness programs, deferred compensation plan services, and executive services, all designed to help employees achieve their financial goals and companies to grow. The company primarily serves sectors such as private companies, public companies, and strategic partners. It was founded in 1999 and is based in New York, New York.
Pulley operates as an equity management platform for fundraising. The company offers solutions including cap table management, fundraising modeling, crypto and tokens, a communications hub, and more. It primarily serves the financial services sector. The company was founded in 2019 and is based in Oakland, California.
Upstock specializes in equity management solutions within the financial technology sector. It offers RSU-based equity plans and a platform for real-time tracking and management of worker equity, designed to empower founders and team members to align and achieve collective success. Upstock primarily serves startups, legal experts, contractors, and companies looking to integrate equity into their compensation and culture. It was founded in 2019 and is based in Wilmington, Delaware.
Ledgy is an equity management platform that specializes in streamlining equity-related processes for businesses. The company offers solutions for cap table management, equity plan automation, and financial reporting, designed to simplify workflows, ensure compliance, and enhance employee engagement through intuitive dashboards. Ledgy's platform is tailored to serve various sectors, including HR and compensation, finance and accounting, and legal and operations. It was founded in 2017 and is based in Zurich, Switzerland.
Aption specializes in equity pooling solutions within the financial services sector. The company offers services that allow individuals to leverage their equity positions to access investment opportunities in other startups. Aption was formerly known as Apeiros. It was founded in 2022 and is based in Scottsdale, Arizona.
EquityZen develops an investment platform. It connects shareholders of private companies with investors seeking alternative investments. It enables clients to provide the opportunity to invest in large private firms and address liquidity and risk concerns. It was founded in 2013 and is based in New York, New York.
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