Avantia
2026
Why
UK AI-powered legal and compliance firm serving 200+ asset managers.
Impact
Launched Carta Law for NDAs, KYC, investor onboarding, and LP transfers.
Outcome
Announced May 13, 2026; terms undisclosed.
Carta, Inc.
Cap Table ManagementFounded 2012- HQ today: San Francisco, California, United States
Reviewed by Swet Parvadiya
Company data updated: October 2026
Acquisitions
Carta Acquisitions
6
Major Deals Covered
What are Carta's biggest acquisitions?
This page covers 6 major deals from 2022 to 2026, each with its price where disclosed and the reason behind it.
- Major deals covered
- 6
- First deal
- 2022
- Most recent
- 2026
| Company | Year | Price | Purpose |
|---|---|---|---|
| Vauban | 2022 | Undisclosed | London platform for launching SPVs and venture funds. |
| Capdesk | 2022 | Undisclosed | London equity management platform. |
| Tactyc | — | Undisclosed | Fund forecasting and portfolio planning software for venture fund CFOs. |
| Sirvatus | 2025 | Undisclosed | Loan administration platform for private credit funds. |
| Accelex | 2025 | Undisclosed | AI data extraction for alternative investment documents. |
| Avantia | 2026 | Undisclosed | UK AI-powered legal and compliance firm serving 200+ asset managers. |
- What companies has Carta bought?
- Major acquisitions by Carta documented here include Avantia (2026), Sirvatus (2025), Accelex (2025), Vauban (2022) and Capdesk (2022).
- What is Carta's most recent acquisition?
- The most recent Carta acquisition documented here is Avantia, in 2026.
Sirvatus
2025
Why
Loan administration platform for private credit funds.
Impact
Launched Carta Loan Operations for private credit CFOs.
Outcome
Announced October 2025; terms undisclosed.
Accelex
2025
Why
AI data extraction for alternative investment documents.
Impact
Adds automated document processing to Carta's fund products.
Outcome
Acquired October 2025; terms undisclosed.
Vauban
2022
Why
London platform for launching SPVs and venture funds.
Impact
Extended Carta's fund and SPV tools to European investors.
Outcome
Integrated into Carta; terms undisclosed.
Capdesk
2022
Why
London equity management platform.
Impact
Established Carta's European equity management business.
Outcome
Integrated into Carta; terms undisclosed.
Tactyc
Why
Fund forecasting and portfolio planning software for venture fund CFOs.
Impact
Became Carta's fund forecasting product.
Outcome
Integrated into Carta Fund ERP.
Carta, Inc.'s Growth & Acquisition Strategy
Carta grows by selling more products to the firms already on its ledger. The playbook is to take a professional service (409A valuations, fund accounting, legal work), automate it, and tie the output to Carta's system of record. Fund ERP bundles fund administration, fund tax, portfolio valuations, data collection, forecasting, and CRM. Acquisitions fill gaps: Tactyc (fund forecasting), Sirvatus (private credit loan operations, October 2025), Accelex (AI data extraction, October 2025), ListAlpha (CRM), and Avantia (legal and compliance, May 2026).
How Carta, Inc. Makes Money
Carta sells annual software subscriptions plus service fees on both sides of the private market. Companies pay for cap table management, equity plan administration, and 409A valuations, with prices rising as stakeholder counts and funding stages grow. Investment firms pay for Fund ERP products: fund administration (software plus dedicated fund accountants), fund tax and K-1s, portfolio valuations, CRM, forecasting, and loan operations for private credit. Since May 2026, Carta Law adds outcome-based legal and compliance work such as NDAs, KYC, investor onboarding, and LP transfers. Sacra estimates that in 2023 cap tables and 409A valuations made up about 67% of ARR, fund administration about 27%, and private equity products about 5%. Carta shut its secondary trading business in January 2024, so brokerage is no longer part of the model.
Carta Acquisitions FAQ
What companies has Carta acquired?
Notable deals include Vauban and Capdesk (2022), Tactyc (fund forecasting), Sirvatus and Accelex (October 2025), ListAlpha (CRM), and Avantia (May 2026). Terms were not disclosed.
Why did Carta acquire Avantia?
Carta bought UK legal and compliance firm Avantia in May 2026 to launch Carta Law, an AI-native service for NDAs, KYC, investor onboarding, and LP transfers. Avantia served 200+ asset managers.
What is the Sirvatus acquisition?
Announced in October 2025, Sirvatus brought loan administration software that became Carta Loan Operations for private credit funds.
Why did Carta buy Capdesk and Vauban?
The two London platforms, bought in 2022, gave Carta equity management and SPV tools for the UK and European market.
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