# Carta (Entity Management)

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/carta-entity-management
- **Dataset:** https://optimly.ai/brand/carta-entity-management.json
- **Markdown:** https://optimly.ai/brand/carta-entity-management/llms.txt
- **Official website:** https://carta.com
- **Slug:** carta-entity-management
- **Categories:** finance-accounting-software, legal-technology

## Overview

- **Tagline:** Unrivaled connectivity and AI-native power, total command over data and workflows, agentic intelligence for automation, strategic modeling, enhanced confidence and compliance through data accuracy and traceability, and end-to-end collaboration.
Source: Brand's website (https://carta.com) · 2026-10-04

- **Description:** Carta is a platform that provides unrivaled connectivity and AI-native power for private capital operations, encompassing equity management, fund administration, and legal and compliance solutions. It helps streamline workflows, enhance data accuracy, and enable strategic decision-making for private market participants.
Source: Brand's website (https://carta.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - Platform for equity management
  - fund administration
  - legal and compliance. Includes Carta Plugins for AI-native capabilities in Cap Table
  - Fund Admin
  - and CRM tasks.
Source: Brand's website (https://carta.com) · 2026-10-04

## Audience

- **Target industry:** Private capital firms, General Partners (GPs), Limited Partners (LPs), CFOs, CEOs, General Counsels (GCs) within companies operating in private markets.
Source: Brand's website (https://carta.com) · 2026-10-04

Page last updated 2026-10-17.