Carta

San Francisco, United States Founded: 2012 • Age: 14 yrs
Software-based equity management solutions are offered to companies and investors.
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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 3 acquisitions, including Capdesk, Sirvatus and Tactyc. 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
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Jurisdiction Mumbai, Maharashtra, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Technology → Marketing, Adtech & Commerce Technology
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
    Employee Count
  • Investments & Acquisitions
    Capdesk

    & 2 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.

  • Total Funding
  • Total Rounds 8
  • Last Round Series G — $500.0M
  • First Round

    (13 Aug 2013)

  • Investors Count 29
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2021 Amount Series G - Carta Valuation Silver Lake
May, 2020 Amount Series F - Carta Valuation

investors

May, 2019 Amount Series E - Carta Valuation a16z
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Technology investing and private equity firm focused on partnerships.
Founded Year Domain Location
Venture capital firm focused on fintech, edtech, and SaaS sectors
Founded Year Domain Location
Venture capital investments in technology sectors are handled by Andreessen Horowitz.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Carta

Carta has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Capdesk, Sirvatus and Tactyc. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Sentiment analysis for stocks is used to generate trading signals.
2020
A loan management platform is provided for direct lenders.
2019
Cap table management solutions for asset managers & equity managers
2015
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Carta

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Carta Comparisons

Employees
+
Add 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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Cap table and equity management software is provided for businesses.
domain founded_year HQ Location
Cap table management solutions are provided for businesses.
domain founded_year HQ Location
Equity software solutions are provided for public and private companies.
domain founded_year HQ Location
Equity management software is provided for startups and businesses.
domain founded_year HQ Location
Cloud-based SaaS solutions for equity compensation and compliance are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Carta

Frequently Asked Questions about Carta

When was Carta founded?

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

Where is Carta located?

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

Who is the current CEO of Carta?

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

Is Carta a funded company?

Carta is a funded company, having raised a total of $1.16B across 8 funding rounds to date. The company's 1st funding round was a Series E of $300M, raised on Aug 13, 2013.

What is the annual revenue of Carta?

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

What does Carta do?

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.

Who are the top competitors of Carta?

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

How many acquisitions has Carta made?

Carta has made 3 acquisitions, including Capdesk, Sirvatus, and Tactyc.

Who are Carta's investors?

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

What is Carta's valuation?

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

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