Carta (Financial Software) Overview

  • Founded
  • 2012
Founded
  • Status
  • Private
  • Employees
  • 1,211
Employees
  • Latest Deal Type
  • Series G
  • Latest Deal Amount
  • $500M
Latest Deal Amount
  • Investors
  • 118

Carta (Financial Software) General Information

Description

Developer of a valuation and capitalization table management software designed to assist in making financial planning. The company's platform features portfolio insights and dashboards, scenario modeling, board management, fund administrators, LP management and other services, enabling clients to manage their capitalization tables, valuations, portfolio investments and equity plans.

Contact Information

Website
www.carta.com
Formerly Known As
eShares
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Media and Information Services (B2B)
Other Financial Services
Primary Office
  • 333 Bush Street, Floor 23rd
  • Suite 2300
  • San Francisco, CA 94104
  • United States

Carta (Financial Software) Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth
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Carta (Financial Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
12. Later Stage VC (Series G) 13-Aug-2021 $500M 00.000 00.00 Completed Generating Revenue
11. Secondary Transaction - Private 13-Aug-2020 00000 Completed Generating Revenue
10. Later Stage VC (Series F) 23-Jun-2020 00000 00000 00.00 Completed Generating Revenue
9. Later Stage VC (Series E) 28-May-2019 00000 00000 00.00 Completed Generating Revenue
8. Later Stage VC (Series D) 24-Dec-2018 0000 00000 00000 Completed Generating Revenue
7. Later Stage VC (Series C2) 18-Mar-2018 0000 0000 00000 Completed Generating Revenue
6. Later Stage VC (Series C) 11-Oct-2017 0000 0000 00000 Completed Generating Revenue
5. Early Stage VC (Series B) 13-Jul-2015 0000 0000 0000 Completed Startup
4. Early Stage VC (Series A) 07-Nov-2014 $7M $9M 000.00 Completed Startup
3. Seed Round 13-Aug-2013 $1.8M $2M 00.00 Completed Startup
To view Carta (Financial Software)’s complete valuation and funding history, request access »

Carta (Financial Software) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series G-1 0,000,000 00.000000 000.0 000.0 00 000.0 0.000
Series G 0,000,000 00.000000 000.0 000.0 00 000.0 0.000
Series F 00,000,000 00.000000 000.00 000.00 00 000.00 0.00
Series E 00,000,000 00.000000 000.0 000.0 00 000.0 00.000
Series D 00,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series C2 0,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series C 0,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series B 00,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series A 16,394,307 $0.000010 $0.42 $0.42 1x $0.42 8.93%
Seed 7,608,828 $0.000010 $0.18 $0.18 1x $0.18 4.14%
To view Carta (Financial Software)’s complete cap table history, request access »

Carta (Financial Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a valuation and capitalization table management software designed to assist in making financial planning. T
Financial Software
San Francisco, CA
1,211 As of 2021
00.000
0.00 0000-00-00
00000000000 00.000

0000000

t labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris
000000000 00000000
London, United Kingdom
00 As of 0000
000.00
00000000000 000.00

0000

e irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excep
000000000 00000000
New York, NY
00 As of 0000
000.00
0000000000 0 000.00
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Carta (Financial Software) Competitors (11)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Capdesk Venture Capital-Backed London, United Kingdom 00 000.00 00000000000 000.00
0000 Venture Capital-Backed New York, NY 00 000.00 0000000000 0 000.00
0000000000 Corporation Radnor, PA
000000000 Corporation Dedham, MA 00
000000 Venture Capital-Backed Mountain View, CA 00 000.00 00000000000 000.00
You’re viewing 5 of 11 competitors. Get the full list »

Carta (Financial Software) Patents

Carta (Financial Software) Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20210279443-A1 Method and apparatus for detecting object in three-dimensional (3d) point cloud Pending 06-Mar-2020 00000000000
US-20210157794-A1 Extensible universal ledger Granted 25-Nov-2019 00000000000
US-11068472-B2 Extensible universal ledger Active 25-Nov-2019 00000000000 00
US-20210158449-A1 Multiple asset types with embedded rules Granted 25-Nov-2019 000000000
US-11120504-B2 Multiple asset types with embedded rules Active 25-Nov-2019 G06Q40/06 0
To view Carta (Financial Software)’s complete patent history, request access »

Carta (Financial Software) Executive Team (17)

Name Title Board Seat Contact Info
Henry Ward Co-Founder, Chief Executive Officer & Board Member
Charly Kevers Chief Financial Officer
Jerry Talton Chief Technology Officer
Frank Lennox Chief Compliance Officer
Garrett Held Chief Information Security Officer
You’re viewing 5 of 17 executive team members. Get the full list »

Carta (Financial Software) Board Members (9)

Name Representing Role Since
Alex Kurland Meritech Capital Partners Board Member 000 0000
Andrew Parker Spark Capital Board Member 000 0000
Arjun Sethi Social Capital Board Member 000 0000
Henry Ward Carta (Financial Software) Co-Founder, Chief Executive Officer & Board Member 000 0000
John Buttrick JD Union Square Ventures Board Member 000 0000
You’re viewing 5 of 9 board members. Get the full list »

Carta (Financial Software) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Carta (Financial Software) Investors (118)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
8090 Partners Family Office Minority 000 0000 000000 0
9Yards Capital Venture Capital Minority 000 0000 000000 0
Arctic Ventures Venture Capital Minority 000 0000 000000 0
Artfo Holdings Family Office Minority 000 0000 000000 0
Digital Horizon Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 118 investors. Get the full list »

Carta (Financial Software) Investments & Acquisitions (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 17-May-2021 00000 0000 00000 Financial Software
0000000 25-Mar-2021 0000000000 Accounting, Audit and Tax Services (B2B)
000000000 000 18-Feb-2021 0000000000 Financial Software
Silicon Valley Bank (Analytics Business) 01-Sep-2017 Merger/Acquisition Other Financial Services
To view Carta (Financial Software)’s complete investments and acquisitions history, request access »

Carta (Financial Software) Subsidiaries (1)

Company Name Industry Location Founded
00000 00000000 Corporate Venture Capital San Francisco, CA
To view Carta (Financial Software)’s complete subsidiaries history, request access »