# Carta

> Integrated platform for managing private capital operations including equity, funds, and compliance

- **Canonical URI:** https://www.vioscale.ai/software/carta
- **Category:** Cap Table Equity
- **Homepage:** https://carta.com
- **Also known as:** carta
- **Profile claimed by vendor:** no
- **Last updated:** 2026-08-18T12:28:19.029Z

## Vioscale score

**10.4 / 100**, confidence 15% (low). Computed 2026-09-01.

Composite of weighted, independently-sourced signals (no user reviews, no vendor payment).

| Signal | Score | Weight | Contribution | Evidence present |
|---|--:|--:|--:|:--:|
| price_level | 0 | 0.052 | 0 | - |
| reliability | 0 | 0.073 | 0 | - |
| capabilities | 0 | 0.04877777777777778 | 0 | - |
| integrations | 32 | 0.04066666666666666 | 1.3 | ✓ |
| security_posture | 5 | 0.073 | 0 | - |
| pricing_transparency | 0 | 0.084 | 0 | ✓ |

## Pricing

_As of 2026-08-18, [verify at source](https://carta.com/uk/en/plans/fund-management/). Independently observed._

Quote-based

> Enterprise custom pricing; add-on products sold separately

| Plan | Price | Free | Commitment |
|---|---|:--:|---|
| Fund Administration | Contact sales | - | - |

### Fund Administration (Contact sales)

Core platform for fund operations, accounting, capital workflows and investor portal

- In-app capital workflows and distributions
- Central LP portal
- Full accounting services
- Dedicated fund admin support
- Books and records
- Performance insights and reporting
- Modelling and forecasting
- IFRS/GAAP financial reporting
- Portfolio management
- GP carry tracking
- Fund event tracking
- Data aggregation

### Add-ons

- **Global KYC**
- **Fund Forecasting**
- **SPV Management**
- **LP Portfolio Analytics**
- **Deal CRM**
- **LP CRM**
- **Loan Operations**
- **Fund Tax**

## About

Carta provides an enterprise suite for private capital management, combining cap table and equity administration, fund operations, investor communications, and legal compliance services. It serves venture capital firms, private equity funds, and portfolio companies with cloud-based workflows and AI-native automation across the investment lifecycle.

_Independently observed._

## Platform & deployment

- **Platforms:** CLI, Web
- **Deployment:** Cloud / SaaS

## Integrations (12)

_Independently observed._

- Slack
- Salesforce
- Stripe Atlas
- Rippling
- Cooley
- Compound
- ChartHop
- Assemble
- Foresight
- Morgan Stanley
- NYSE
- Claude

## Facts

Every value below carries its source and our confidence. Facts are re-crawled on a freshness schedule.

### integrations

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| integrations.count | 12 | [link](https://carta.com/uk/en/plans/fund-management/) | 2026-08-18 | 60% (medium) |

### market

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| market.availability | `{"hqCountry":"US","primaryMarkets":["US","GB"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | [link](https://carta.com/uk/en/plans/fund-management/) | 2026-08-18 | 75% (high) |

### pricing

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| pricing.free_tier | no | [link](https://carta.com/uk/en/plans/fund-management/) | 2026-08-18 | 60% (medium) |
| pricing.price_level | unknown | [link](https://carta.com/uk/en/plans/fund-management/) | 2026-08-18 | 60% (medium) |
| pricing.transparent | no | [link](https://carta.com/uk/en/plans/fund-management/) | 2026-08-18 | 60% (medium) |
| pricing.model | quote | [link](https://carta.com/uk/en/plans/fund-management/) | 2026-08-18 | 60% (medium) |

### security

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| security.gdpr | yes | [link](https://carta.com/uk/en/law/compliance/) | 2026-08-18 | 75% (high) |

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*Source: Vioscale (https://www.vioscale.ai/software/carta). Independent, evidence-based software intelligence. Cite the canonical URI.*