Illiquidity is
the new volatility1

Optimize your portfolio with greater access to liquidity and disclosure

Exposure to a broader set of investment opportunities supports portfolio diversification and management goals.

Institutional investors portfolio interface
Product shot of disclosures and reporting in CartaX

Expand investment opportunities

Diversify your portfolio with access to more investment options

As an onboarded CartaX institutional investor, you will have unique exposure to high-growth venture-backed companies.

Product shot of invitation to trade in CartaX

Data-driven investing

Make informed investment decisions with standardized disclosure and reporting sourced directly from the company

Understand capitalization, financials, corporate governance, and valuation through our proprietary investment platform.

Product shot of portfolio in CartaX

Portfolio management for institutional investors

Optimize portfolio management | Move in and out of positions over months, not a decade

Integrating regular, programmatic liquidity on the trading platform with your ownership data allows for agile investment and streamlined portfolio management.

1Investments in private securities are speculative, illiquid, and involve a high degree of risk, including the possible loss of your entire investment

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© Carta Capital Markets, LLC (“CCMX”) | All Rights Reserved | Terms and Conditions Apply | 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