Carta

San Francisco, United States Founded: 2012 • Age: 14 yrs
Software-based equity management solutions are offered to companies and investors.
Annual revenue $13.4M Latest available
Total funding $1.2B 8 rounds
Employees - Tracked headcount
Investors 29 Known backers
Products - Services tracked
Competitors 10 Brand Intelligence

About Carta

Carta is a company based in San Francisco (United States) founded in 2012 by Manu Kumar and Henry Ward. Carta has raised $1.16 billion across 8 funding rounds from investors including Lightspeed Venture Partners, Tribe Capital and Social Capital. Carta has completed 5 acquisitions, including Avantia Law, Capdesk and ListAlpha. Carta operates in a competitive market with competitors including Qapita, Pulley, Global Shares, Ledgy and Certent, among others.

  • Headquarter San Francisco, United States
  • Founders Manu Kumar, Henry Ward
  • Stage Unicorn
  • Sectors
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Jurisdiction Mumbai, Maharashtra, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $13.35 M (USD)
    67.02
    as on Mar 31, 2023
  • Net Profit
    $1.62 M (USD)
    27.55
    as on Mar 31, 2023
  • EBITDA
    $2.28 M (USD)
    25.37
    as on Mar 31, 2023
  • Total Equity Funding
    $1.16 B (USD)

    in 8 rounds

  • Latest Funding Round
    $500 M (USD), Series G

    Aug 13, 2021

  • Investors
  • Employee Count
    Not available
  • Investments & Acquisitions
    Avantia Law

    & 4 more

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People of Carta

Headcount 1000-5000
Employee Profiles 358
Board Members and Advisors 5
Employee Profiles
People
Mario Delgado
Customer Success Manager Health And Life Sciences
People
Charly Kevers
CFO
People
Mike Maganja
Head Of Customer Success, LP Portfolio Analytics
People
Ed Beale
Strategic Executive

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Funding Insights of Carta

Carta has successfully raised a total of $1.16B across 8 strategic funding rounds. The most recent funding activity was a Series G round of $500 million completed in August 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Carta

Carta has secured backing from 29 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Lightspeed Venture Partners, Tribe Capital and Social Capital.

All
Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Technology investing and private equity firm focused on partnerships.
Locked Locked Locked
Venture capital firm focused on fintech, edtech, and SaaS sectors
Locked Locked Locked
Venture capital investments in technology sectors are handled by Andreessen Horowitz.
Locked Locked Locked
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Investor details for Carta

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Carta

Carta has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Avantia Law, Capdesk and ListAlpha.

Investments
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Investment portfolio details for Carta

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  • Portfolio identities
  • Transaction dates
  • Round details
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Acquisitions
Company Name Description Domain Location Founded Year Amount
CRM for private equity deal flow and investor relations management.
Locked Locked 2022 Locked
Sentiment analysis for stocks is used to generate trading signals.
Locked Locked 2020 Locked
A loan management platform is provided for direct lenders.
Locked Locked 2019 Locked
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Complete acquisition details for Carta

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - Carta

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Detailed financials for Carta

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  • Profit trends
  • Statement rows
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Carta Comparisons

Carta Primary company
Description
Software-based equity management solutions are offered to co...
Location
San Francisco, United States
Founded Year
2012
Annual Revenue
$13.35 M (USD)
Net Profit
$1.62 M (USD)
EBITDA
$2.28 M (USD)
Employees
Not available
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Peer comparison for Carta

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  • Headcount comparison
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Competitors of Carta

Carta operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Qapita, Pulley, Global Shares, Ledgy and Certent, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Cap table and equity management software is provided for businesses.
Locked Locked Locked
Cap table management solutions are provided for businesses.
Locked Locked Locked
Equity software solutions are provided for public and private companies.
Locked Locked Locked
Equity management software is provided for startups and businesses.
Locked Locked Locked
Cloud-based SaaS solutions for equity compensation and compliance are provided.
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Detailed competitors of Carta

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  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

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Latest news on Carta

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Complete news archive for Carta

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Carta

Carta was founded in 2012 and raised its 1st funding round 1 year after it was founded.

Carta is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

Henry Ward is the current CEO of Carta. They have also founded this company.

Carta is a funded company, having raised a total of $1.16B across 8 funding rounds to date.

Annual revenue of Carta is $13.35M as on Mar 31, 2023.

Carta was founded in 2012 in San Francisco, United States, within the financial software sector. Equity management solutions are delivered through software platforms, encompassing valuation, equity planning, transfer agents, electronic securities, scenario modeling, fund administration, and portfolio data collection. These services are extended to private companies, investors, and public companies, with ESOP management solutions also included. Operations are centered in the United States, supporting cap table management and compliance needs.

Carta's top competitors include Globacap, Pulley and Capdesk.

Carta has made 5 acquisitions, including Avantia Law, Capdesk, and ListAlpha.

Carta has 29 investors. Key investors include Lightspeed Venture Partners, Tribe Capital, Social Capital, Spark Capital, and Silver Lake.

The valuation of Carta is $7.4B as of Aug 2021.

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