One small step
for Carta

One giant leap
for private markets

Read: EquipmentShare Carta Cross case study

CartaX: Tailored liquidity solutions1

From setup to settlement, CartaX powers the full spectrum of private company and private fund transactions.

  • Private companies

    Choose the right transaction for your stakeholders, including secondary auctions and tender offers

  • Institutional investors

    Access equity in emerging, innovative businesses and other private market opportunities with issuer-sourced disclosure

1Transactions are periodic in nature and there is no continuous liquid market for the securities. All securities are sold pursuant to an exemption from registration and remain restricted after purchasing. There is no guarantee of any future liquidity events or an issuer-IPO.

Willy Schlacks shares the benefits of partnering with CartaX on an auction-based secondary transaction.

CartaX: More than a trading platform

  • Seamless cap table integration

    Enable firm orders, set participation parameters, and provide efficient same-day settlement.

  • Diverse network of institutional investors

    Access investors across venture capital firms, direct secondary funds, hedge funds, family offices, investment banks, sovereign wealth funds, and money managers.

  • Regulatory framework

    CCMX has implemented a comprehensive framework designed to achieve compliance with applicable rules and regulations.

  • Compliance first culture

    All CartaX participants interact with the market through a CCMX brokerage account which requires ID/KYC verification and AML/OFAC screening.

  • Innovative technology platform

    Get the benefits of scale, efficiency, and stability for multiple transaction models through our electronic execution and integrated settlement platform.

  • Bilateral transactions

    By operating a market in your equity, CartaX eliminates the need for you to sponsor transactions, thus reducing issuer overhead and enabling tax efficiencies for participants.

“Carta is led by a visionary leadership team with a proven track record for building scalable, innovative solutions that effectively address pain points in inefficient markets. We are thrilled to be partnering with Carta to help the company achieve its potential and develop sound market infrastructure that unlocks liquidity for all market participants.”2
Goldman Sachs logo

Darren Cohen

Goldman Sachs Merchant Banking Division

2Testimonial may not be representative of the experience of all customers
and is not a guarantee of future performance or success.

CartaX: Powered by technology & expertise

CartaX is integrated with its affiliates, who have managed over $1B in secondary volume to date. CCMX also leverages Carta’s network of investors, law firms, and accounting partners.

Learn more about CartaX

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© Carta Capital Markets, LLC (“CCMX”) | All Rights Reserved | CCMX member FINRA/SIPC | CCMX undertakes no obligation to update content herein | No business, investment, tax or legal advice is provided by CCMX | Potential investors are advised to conduct their own due diligence and consult with their tax, legal, and financial advisors with respect to any investment | All securities involve risk and may result in partial or total loss | Investments in private securities are speculative, illiquid, and involve a high degree of risk, including the possible loss of your entire investment | Access to third-party content from this site, including content of CCMX’s parent company, Carta, Inc., may be available through framed areas or hyperlinks. Access to such content is for informational purposes only and does not constitute an explicit or implicit endorsement by CCMX of such content as to accuracy, timeliness, completeness or usefulness | There is no guarantee that a private company will conduct an initial public offering or provide an alternative exit strategy for your invested capital | Images are illustrative and may differ from application experience