Carta helps private companies and investors manage their cap tables, valuations, investments, and equity plans. Its platform offers portfolio insights and dashboards, scenario modeling, board management, fund administrators, LP management, and other services. Private companies use Carta to streamline how they manage equity from their founding phase to their IPO. Investors use the firm’s services to efficiently manage their portfolios and streamline their back office activities including valuations, fund administration and scenario modeling. CartaX is its new offering - a vertically integrated market ecosystem that offers private equity investors the ability to sell their equity to other investors.