Brand Intelligence Graphcompany
Company Overview
About Carta
Carta is the leading equity management platform for startups, venture funds, and employees, managing cap tables, fund administration, 409A valuations, and secondary transactions for over 40,000 companies and 2 million employees. Founded in 2012 and headquartered in San Jose, Carta has become the de facto standard for startup equity infrastructure, processing trillions of dollars in equity value and serving the majority of venture-backed US startups. The company achieved a $7.4 billion valuation in 2021.
Business Model & Competitive Advantage
Carta's platform covers the full equity lifecycle: founding team cap tables, SAFE and convertible note tracking, stock option plan administration, employee stock plan portals, 409A independent appraisals, and fund administration for over 5,000 VC funds. The company also operates CartaX, a private secondary market enabling employees and early investors to sell shares in pre-IPO companies. By 2025, Carta's network effects — every transaction involves multiple parties on the platform — create significant switching costs.
Competitive Landscape 2025–2026
In 2025, Carta faces growing competitive pressure from Pulley and Shoobx (Capshare), which have targeted founders frustrated with Carta's pricing increases and long-term contract requirements. The company has also faced scrutiny over data use practices, with allegations that it used confidential market data for competitive purposes leading to a public controversy. Carta's response has been to strengthen data governance commitments. Revenue is estimated at $400M+ ARR with continued dominance in the VC-backed startup segment, though its grip on early-stage companies is being challenged.
Recent Activity
View all →Key Differentiators
Emerging Innovator
Carta is an emerging player bringing innovative solutions to the Finance market.
Frequently Asked Questions
Estimated Visibility Trend (Beta)
Simulated 8-week rolling score
Based on estimated brand signals. Historical tracking coming soon.
Similar Brands
Slope
Slope is a B2B buy-now-pay-later (BNPL) and net terms payment platform enabling suppliers to offer flexible payment terms to business customers while receiving payment upfront. Founded in 2021 and hea
Finley
Finley Technologies is a San Francisco-based debt capital management platform that streamlines the debt raise, compliance, and reporting workflows for venture-backed and growth-stage companies — provi
Concourse
Concourse is a San Francisco-based AI agent platform for corporate finance automation — enabling finance teams at startups, unicorns, and Fortune 500 companies to automate financial planning, analysis
Delve
Delve is a San Francisco-based AI-native compliance automation platform — backed by Y Combinator (W24) with $35.8 million in total funding including a $3.3 million seed in 2024 from General Catalyst,
Confido
Confido is a New York-based AI-powered financial operations platform for consumer packaged goods (CPG) brands — automating the cash application, trade deductions management, trade promotion optimizati
Greenboard
Greenboard is a San Francisco-based AI-native compliance operations platform for fintechs, private funds, and wealth managers — providing a unified system for Know Your Employee (KYE) compliance, empl
Compare Carta with Competitors
Side-by-side AI visibility scores, platform breakdown, and market position.
Claim This Profile
Are you from Carta? Claim your profile to see full AI mention excerpts, get weekly visibility change alerts, and optimize how AI systems describe your brand.
Claim Carta Profile →Track AI Visibility in Real Time
Monitor how ChatGPT, Gemini, Perplexity, and Claude mention Carta vs competitors. Get alerts when AI recommendations shift.
Start Free Tracking →