Cap Table Partner
Carta + Finvisor: equity that is clean, current, and accounted for
A messy cap table is one of the first things investors flag during due diligence. Carta keeps your ownership records clean and your equity plans organized. Finvisor makes sure the accounting side stays in sync so your financial statements reflect your equity structure accurately.
Carta
Cap table management, 409A valuations, and equity plan administration
San Francisco, CA
- Cap table management
- 409A valuation
- Equity management
- Stock options
- Startup equity
What is Carta?
Carta is an equity management platform that helps startups manage their cap table, issue and track stock options, run 409A valuations, and administer equity plans for employees and investors. It gives founders, investors, and employees a single source of truth for ownership and equity.
For VC-backed startups issuing options, managing SAFEs, or preparing for a new round, having a well-maintained Carta account is not optional. Investors expect clean ownership records, and a messy cap table can slow or complicate a raise. Carta makes that maintenance straightforward and audit-ready.
Finvisor recommends Carta to all clients issuing equity. We manage the accounting side, so stock-based compensation expense and equity entries are recorded correctly in your books every month and stay in sync with what is in Carta.
How Finvisor Works with Carta
We manage the accounting side of your equity program. Stock-based compensation entries are posted monthly, equity transactions are recorded correctly, and your financials always reflect your cap table accurately.
Cap table tracking and ownership management
Coordinate cap table updates and option grants with Carta
409A valuations and fair market value determinations
Post stock-based compensation expense to the correct GL accounts monthly
Stock option plan administration and employee grants
Manage 409A timing to align with financing events
SAFE and convertible note tracking
Prepare investor updates and equity-related disclosures
Investor relations and stakeholder reporting
Ensure equity accounting is accurate and audit-ready every month
Cap table tracking and ownership management
Coordinate cap table updates and option grants with Carta
409A valuations and fair market value determinations
Post stock-based compensation expense to the correct GL accounts monthly
Stock option plan administration and employee grants
Manage 409A timing to align with financing events
SAFE and convertible note tracking
Prepare investor updates and equity-related disclosures
Investor relations and stakeholder reporting
Ensure equity accounting is accurate and audit-ready every month
FAQ
Questions we hear all the time.
If yours isn't here, we'd love to answer it directly.
Finvisor primarily manages the accounting side of your equity program: stock-based compensation entries and making sure equity transactions flow correctly into your books. For cap table setup and maintenance, we coordinate with you and your legal counsel to make sure Carta reflects accurate ownership records.