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Carta

Equity. Simplified.

4.2 (23 reviews)
1 deal available
Redeemed by 24 members

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Carta is a comprehensive equity management platform designed to streamline and simplify various aspects of company ownership and financial operations.

Carta Promo Code: 25% off 1 year

We’ve partnered with Carta to bring you an exclusive deal designed to simplify your equity and cap table management. Enjoy 25% off a 1-year subscription with this Carta promo code, saving you up to $625. Carta’s powerful platform streamlines the management of employee stock options, valuations, and ownership data, making it easier than ever to stay organized, compliant, and transparent with stakeholders. Whether you're a startup or scaling company, Carta’s tools simplify cap table management and equity tracking. This Carta Startup Program saves on costs while providing the support you need to manage your financial structure confidently.

How do I redeem my Carta promo code?

To redeem your 25% off, simply book a demo with the Carta team via this link. After the demo, your discount will be activated by the Carta team for your 1-year subscription.

Can current Carta users take advantage of this coupon?

This coupon is available to new customers as well as businesses looking to upgrade their existing plans. If you’re not yet on a paid plan or are interested in switching to a new subscription, this is the perfect time to take advantage of the savings.

What perks are included with this Carta promo?

By using our promo, you’ll receive 25% off your 1-year subscription, allowing you to access Carta’s full suite of equity management tools. These features include cap table management, stock option tracking, valuations, and much more—all at a discounted rate.

Is there a guarantee that I’ll receive the Carta promotion?

Yes! We ensure that all promotions, including this one, are current and will be applied when you book your demo using the link provided. You can sign up with confidence knowing that the discount code will be activated during the demo process.

Why should I choose this Carta offer?

With this exclusive offer from Secret, you can save $625 while unlocking full access to Carta’s comprehensive equity management tools for an entire year. Normally priced at $3,000 annually when billed monthly, this promotion gives you Carta's powerful suite of services for just $2,250. It's an excellent opportunity for businesses looking to simplify cap table management, track stock options, and stay compliant—while enjoying a significant reduction on this essential tool.

How will I confirm that my Carta discount is applied?

Once you book the demo and complete the process, your discount will be applied directly to your 1-year subscription. You can verify the reduction in your account’s billing section before finalizing the subscription.

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Up to $625 in savings

25% off 1 year

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25% off 1 year

General information about Carta

Carta is on a mission to create more owners, empowering individuals and businesses to take control of their equity. This comprehensive software solution streamlines cap table management, fund and SPV structures, and share plans across multiple countries, including the US, UK, and Europe.


Carta simplifies complex equity-related tasks, offering a centralized system that maintains clean and accurate cap tables. This approach not only saves time but also minimizes errors when sharing information with potential investors or during fundraising rounds. The platform’s automated filings and 409A valuations for US employees further enhance its efficiency, reducing administrative burdens for businesses of all sizes.


One of Carta’s standout features is its multi-currency support, enabling seamless operations across international borders. This global functionality is particularly valuable for companies with a diverse investor base or those expanding into new markets. Additionally, Carta provides direct investor access to accurate data, fostering transparency and trust between companies and their stakeholders.


For startups and growing businesses, Carta offers invaluable tools to manage equity efficiently as they scale. The platform’s user-friendly interface and robust functionality make it an essential asset for financial teams, founders, and investors alike. By eliminating manual processes and providing real-time insights, Carta empowers you to make informed decisions about your equity structure and overall financial strategy.


We recognize the immense value that Carta brings to the table, and we're excited to bring you access to exclusive deals on top-tier SaaS solutions like Carta. Become a part of the global network of entrepreneurs who are shaping the future of ownership and finance!

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Expert review on Carta

Remember when Monopoly was the most complicated financial game you played? 🎲 Fast forward to today, and now you have to manage stock options, equity splits, and fundraising rounds 💰

What is Carta?

Carta is a comprehensive platform that focuses on equity management and financial operations, providing a streamlined solution for businesses 💻 With Carta's cloud-based software, you can efficiently manage cap tables, employee equity plans, valuations, and more. Seamlessly integrate Carta into your workflows and empower your team with the tools they need to navigate complex equity processes 💡

Our opinion about Carta:

Carta is designed to meet the needs of companies, investors, and stakeholders who seek efficient equity management solutions 🌟 Whether you're a startup, a growing business, or an established enterprise, Carta offers features that simplify and streamline your equity-related processes. With Carta, you can ensure accurate and transparent equity tracking, optimize compliance, and enhance collaboration among stakeholders 📈

Carta Pricing:

Carta offers flexible pricing plans tailored to the specific needs and size of your business. Carta's pricing considers the number of employees and stakeholders in your organization. the specific features you require, optional modules for additional funtionality, and customizations or integrations 💰

- More details about Carta's pricings
Best Carta alternatives:

Top alternatives to Carta’s equity management and financial operations software include Ledgy, Pulley, Vestd and OptionTrax. Discover great offers for these types of tools and more on Secret to start saving! 🔍

- More alternatives to Carta
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Mary O'Brien

Customer Success Manager

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What is Carta used for?

Carta is a transformative software that simplifies equity management for small businesses. It provides a comprehensive platform to manage ownership stakes, making it easier for entrepreneurs to maintain control of their equity. For instance, a startup can use Carta to distribute shares to employees, track their vesting schedules, and handle stock option exercises. Investors can also use the platform to make informed decisions by having a clear view of their investments. Law firms can navigate complex equity structures with ease. Moreover, Carta promotes transparency by allowing employees to see the real value of their work in terms of equity. This democratization of ownership can lead to increased motivation and productivity within the company.
Interested in Carta? Get 25% off 1 year on Carta with our promo code and save up to $625.

Carta pricing

Grow

Book a demo

EMI/CSOP valuations

EMI setup

HR integrations

Exit modelling

Scale

Book a demo

409A/Growth share valuations

IFRS/UK GAAP reporting

Raise

Book a demo

Up to 5 stakeholders

Cap table management

Round modelling

Advance assurance

Build

Book a demo

Unlimited stakeholders

Round closing

S/EIS

Employee share plan

Carta features

Effortless cap table management and automated valuations for investors.

  • Cap table management

    Carta’s intuitive cap table tools provide a centralized, real-time view of your company’s ownership structure. Easily track and manage equity, options, and convertible securities, ensuring accurate and up-to-date information for all stakeholders.

  • Equity issuance and tracking

    Streamline the process of granting stock options and other forms of equity to employees, founders, and investors. Carta automates paperwork, tracks vesting schedules, and provides clear visibility into equity ownership across the organization.

  • Fund management

    For venture capital and private equity firms, Carta offers comprehensive fund management tools. From formation to distributions, this feature provides a unified suite of tools to run funds with complete control and efficiency.

  • Automated compliance

    Ensure regulatory compliance with Carta’s automated tools for legal document generation, filing reminders, and data security. Stay on top of complex legal requirements and reduce the risk of costly errors or oversights.

  • Valuation tools

    Gain valuable insights into your company’s worth with Carta’s data-driven analytics and reporting features. Access real-time valuation information, track historical trends, and make informed decisions about equity distribution and fundraising.

  • Investor relations

    Provide investors with secure, direct access to accurate ownership data and financial information. Carta’s platform facilitates transparent communication between companies and their stakeholders, fostering trust and streamlining reporting processes.

  • Global equity management

    Carta caters to companies with international operations, supporting multiple currencies and regulations. Manage equity across borders seamlessly, ensuring compliance with local laws and providing a unified view of global ownership structures.

  • Fundraising support

    Manage fundraising rounds efficiently with built-in tools for investor communication, document management, and e-signatures. Carta simplifies the process of issuing new shares, updating valuations, and maintaining compliance throughout funding events.

23 Carta Reviews

4.2 (23 reviews)
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  • Elijah Martinez

    Valuable Educational Resources: Simplifying Equity Management with Carta

    Lastly, the educational resources provided by Carta were very useful. They helped me understand the nuances of equity management better, making the whole process less daunting.

    September 9, 2024

  • Alexis A

    Effortless Equity Management for Startups with Carta

    I find it simple to monitor when I can exercise shares and view my current holdings on Carta. However, I think the website is quite basic and I would appreciate more features, such as educational links and ways to track the value of the shares, if such information is available.

    September 3, 2024

  • Elijah

    Seamless Integration: Simplifying Operations with Carta's Platform Integration

    The integration of Carta with other platforms like Gusto and Stripe was seamless. This made it easier for us to manage our operations without having to switch between multiple platforms

    August 25, 2024

More about Carta

Carta: Pros & Cons

Pros

  • Automated updates and tracking: Carta automatically updates you on your vested options and displays progress bars for remaining stock options to vest
  • User-friendly interface: The platform features an intuitive and easy-to-use interface, making it accessible for users at different levels of expertise
  • Comprehensive equity management: Carta offers a robust, all-in-one solution for managing cap tables, valuations, portfolio investments, and equity plans

Cons

  • Cost concerns for startups: While Carta offers comprehensive features, some users find it expensive, particularly for early-stage startups
  • Complex aspects requiring training: Some aspects of the platform can be complex and require training to fully utilize
  • Limited benchmarking capabilities: Some users express a desire for more comparative details with similar companies for benchmarking purposes
Interested in Carta? Get 25% off 1 year on Carta with our promo code and save up to $625.

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