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 →

🔌 MCP Servers for Carta +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

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finmap-org/mcp-server

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

[finmap.org](https://finmap.org/) MCP server provides comprehensive historical data from the US, UK, Russian and Turkish stock exchanges. Access sectors, tickers, company profiles, market cap, volume, value, and trade counts, as well as treemap and histogram visualizations.

GitHub

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longportapp/openapi

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

🐍 ☁️ - LongPort OpenAPI provides real-time stock market data, provides AI access analysis and trading capabilities through MCP.

🔓 Sign Up Free to Install

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sonirico/mcp-stockfish

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.

🔓 Sign Up Free to Install

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Alpaca's Trading API

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

**[AlphaVantage](https://mcp.alphavantage.co/)** - Connect to 100+ APIs for financial market data, including stock prices, fundamentals, and more from [AlphaVantage](https://www.alphavantage.co)

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →