Analysis by Optimly for Optimly AI Visibility, in the Optimly AI Brand Index. This Business Profile tracks the Brand Authority Index and supporting AI visibility evidence. Last analyzed August 9, 2026.
Carta is a company within the Financial Technology (FinTech) category. Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership. It provides tools for cap table management, 409A valuations, and fund administration, serving as a critical piece of infrastructure for the private market ecosystem.
Carta was founded in 2012 and is headquartered in San Francisco, CA.
Carta is rated Leader on the Optimly Brand Authority Index, a measure of how well AI models can accurately describe the brand. The exact score is locked for unclaimed profiles.
AI narrative accuracy for Carta is Weak. Significant factual deltas detected. Majority of AI models omit or misstate key facts.
AI models classify Carta as a Incumbent. AI names brand first.
Carta appeared in 7 of 8 sampled buyer-intent queries (88%). Carta dominates 'cap table software' and '409A valuation' queries but is losing share in 'private equity liquidity' conversations due to recent business model changes.
AI consensus: High for equity management; medium for liquidity and fund administration due to recent strategic shifts.. Key gap: Models often still emphasize the secondary trading 'CartaX' marketplace, which has been deprioritized following recent controversies and business pivots.
Buyers turn to Carta for Manual Excel/Spreadsheet Tracking: Managing cap tables and secondary trades through manual Excel spreadsheets and email chains., Legal Counsel & Law Firms: Hiring specialized law firms to manually manage equity issuance and compliance filings., among 2 documented problem areas.
Buyers evaluating Carta typically ask AI models about "Best cap table management software for startups", "Reliable 409A valuation providers", "Venture capital fund administration platforms", and 3 similar queries.
Carta's core products are Cap Table Management, 409A Valuations, Fund Administration, Equity Compensation Disclosure.
Carta uses Subscription-based with tiered pricing based on number of stakeholders..
Carta serves Startups, Venture Capital Firms, Private Equity, Law Firms.
Carta The largest scale of network data in private markets, providing unique benchmarking and automated compliance that competitors cannot match.
Brand Authority Index (BAI) tier: Leader (exact score locked for unclaimed brands)
Archetype: Incumbent
Official website: https://carta.com/
Last analyzed: August 9, 2026
Founded: 2012 (source: official website)
Headquarters: San Francisco, CA (source: official website)
This Business Profile is published by Optimly in the Optimly AI Brand Index, a public research dataset showing how AI systems describe brands, categories, and competitors. Optimly AI Visibility analyzes sampled buyer-intent responses, cited sources, and public brand information. The Brand Authority Index summarizes answer presence, narrative accuracy, and owned citations where sufficient evidence is available.
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