A trusted platform for managing cap tables, equity, and stakeholder records giving startups transparency and investors confidence.
https://carta.comHow Finvisor Collaborates
Finvisor manages stakeholder updates and option exercises, ensures equity comp flows cleanly into your GL, and times 409A valuations with financing events keeping you compliant and investor-ready.
Why We Recommend Carta
Carta is a leading equity management platform that simplifies ownership, valuation, and cap table complexity for private companies. It unifies cap table tracking, 409A valuations, employee equity plans, and compliance tools into one intuitive system keeping founders, investors, and employees aligned. Carta is designed for scalable architecture, supporting companies from their first shares to IPO readiness.
Trusted by 2 million equity holders across 50 000+ organizations, Carta gives teams the transparency and control to focus on growth instead of spreadsheets.
Let's chat
Get on our calendar for a free introductory call.Find out what it's like to work with Finvisor and how we can help you reach your business goals. Our financial advisors work hard for your business across our full suite of accounting and reporting services.
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