Carta Valuation Analysis: Latest Market Insights & Trends

Carta Valuation and Overview

Sectors

Financial, InvestmentTech, SaaS

Headquarters

San Francisco, California, USA

CEO

Henry Ward

Carta shares trade at a 52.9% discount to their Series G Valuation, as of May 05, 2025. Over the last 90 days, shares returned +29.91%, with $4.95M in secondary bids, offers, and transactions activity, according to PM Insights' secondary market data.

Series G Valuation

Latest funding round

$7.4B

XXXXX

2021-07-30

XX-XX-XXXX

PM Insights Implied Valuation

$3.49B

2025-05-05

AV Implied Valuation

XXXXX

XX-XX-XXXX

Change since Last Round

-52.90%

2021-07-30 ➞ 2025-05-05

Change since Last Round

XXXXX

XX-XX-XXXX

Secondary Activity

Low

XXXXX

Volume

$4.95M

XXX

(90 day period)

Bid

XXX

Ask

XXX

Bid

$2.7M

Ask

$2.25M

Business Partnerships

Targeted Impact

Who Will Benefit?

What Comes Next?

Carta Growth Timeline

No items found.

Carta and Competition

In the equity management landscape, providers strategically position themselves along the spectrum from specialized tools to comprehensive platforms. Carta has evolved from cap table management origins into the market's most extensive platform, encompassing fund administration, valuations, and compensation tools. Financial institution-backed competitors like Shareworks and Global Shares leverage institutional resources to offer broad capabilities. Meanwhile, focused providers maintain significant market share by excelling in core functionalities, while emerging players like Pulley balance specialization with expanding platform capabilities.

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Carta Market Inteligence Snapshot

Carta Annual Revenue & Year-Over-Year Growth Rate

Carta Secondary Market ROI (Return on Investment)

Over the last 90 days, shares returned +29.91%, with $4.95M in secondary bids, offers, and transactions activity, according to PM Insights' secondary market data.

Carta Bid-Ask Volume Ratios (Private Secondary Market)

Carta Mutual Fund Valuations (NAV)

Carta Funding Rounds & Cap Table Details

PM Insights tracks detailed primary funding rounds and verifies cap table directly from original filings for Carta. Carta raised $500.0M in its Series G on July 30, 2021, with a price per share reflecting a post-money valuation of $7.4B, according to PM Insights' market data.

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