Carta

About this Tool

Carta is an AI-powered equity management and venture capital platform that helps companies, investors, and employees manage cap tables, 409A valuations, and equity compensation. Its AI automates equity workflows and provides AI-powered valuations used by 40,000+ companies.

Carta’s machine learning models analyze market data, comparable companies, and financial metrics to produce defensible 409A valuations. The platform manages $3T+ in assets for startups from incorporation through IPO.

Key Features

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AI 409A Valuations

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Cap Table Management

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Equity Plan Administration

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Investor Relations

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Fund Administration

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Secondary Trading

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40,000+ Companies

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$3T+ Assets Managed

📋 Scripts & Prompts for Carta +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Build My Personal Budget & Zero-Based Spending Plan

Beginner ⏱ 15 min

You are a certified financial planner. Create a complete zero-based budget for me. Monthly take-home income: [INCOME] Fixed monthly expenses:…

Monthly take-home income

Fixed expenses

Variable expenses

Debt payments

Financial goals

💬 Prompt

Design My Investment Portfolio â€” Any Goal

Intermediate ⏱ 12 min

You are a fee-only fiduciary financial advisor with expertise in portfolio construction. Design my investment portfolio. Investment goal: [GOAL] (retirement…

Investment goal

Years until goal

Risk tolerance

Monthly investment

Account types

Current allocation

Your age

💬 Prompt

AI Tax Optimization Strategy

Intermediate ⏱ 15 min

You are a CPA and tax strategist. Identify every legal tax optimization strategy for my situation. Filing status: [STATUS] Employment…

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📄 Template

Debt Elimination Snowball + Avalanche Hybrid Plan

Beginner ⏱ 10 min

You are a debt specialist. Create my complete debt elimination plan. Debts I owe: [DEBT_LIST] (name, balance, interest rate, minimum…

🔓 Sign Up Free to Copy Free forever · No credit card

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

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🔐 Browse All Scripts in the Vault →

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