What is Carta Total Comp?

You may already be familiar with the Carta equity management platform for cap tables, 409A services, and more. Now, Carta Total Comp, a compensation benchmarking and planning platform, helps you make better compensation decisions faster so you can focus on building your business.

Compensate with confidence

• One platform: Compensation and cap table all on one easy-to-use platform
• Better decisions faster: Quickly gain insight through our planning and workflow tools so you can turn compensation into your competitive advantage
• Compensation simplified: Automated leveling system, seamless HRIS integrations, and personalized onboarding so you can get started right away
• Data you can trust: The world’s largest VC-backed equity compensation benchmarking data set

Let Carta help you streamline your fund's back office. Services we offer:

Fund Administration - full service from experienced accountants, leading technology and streamlined LP experience

Fund & SPV Formation - entity incorporation, document templates, LP onboarding, budget setting, partner intros, capital calls & closings

Fund Forecasting & Portfolio Management Tools - utilize dynamic forecasting models and real time portfolio company data in your models and reporting

Valuations - ASC 820 valuations using our software or get audit-defensible valuations from our team of experts

Fund Tax - tax experts prepare and file returns for you and your investors

Carta Equity Management - Join our partner program to provide equity management discount to your portfolio companies

The U.S. government created the qualified small business stock (QSBS) exclusion to make investing in small businesses more attractive to founders, investors, and early employees. It allows holders of QSBS to potentially pay zero federal capital gains tax on up to $10 million or 10X their investment when selling their shares. That’s a lot of money!

But when talking to our customers, we discovered too many people weren’t taking advantage of this tax benefit.

That's why we're excited to announce Carta QSBS Attestation, a new offering that makes it simple for companies to help their shareholders take advantage of potential tax savings. We wanted to make determining a company’s QSBS status and obtaining the necessary legal documentation to provide to shareholders as simple for founders and CFOs as requesting their 409A.

Redeem URL: see redemption steps

Formation stage companies are eligible for a free subscription to Carta through Carta Launch!

You must have less than 25 stakeholders and under $1m raised to be eligible. Redeem below.

Offer actionable tax advice

Employees receive unlimited 1:1 sessions with Equity Tax Advisors who can address their grants, model tax scenarios, and tax obligation questions.

Reduce operational burden

Our accredited Equity Tax Advisors field all of your employees’ equity questions, freeing up time for your finance, HR, and legal teams.

Provide a turnkey solution

Employees use the same trusted platform where they already receive equity updates, with no need to set up a new account.