PEINVEST
CartaX
ActiveCarta's integrated marketplace using cap table data for direct pre-IPO transactions.
4.00
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Last updated: 2026-01-23
CartaX Overview
CartaX is Carta's private securities marketplace, integrated with Carta's industry-leading cap table management platform. This integration provides unique advantages for both companies and investors already using Carta's equity management tools.
Carta Integration
- •Seamless verification of share ownership
- •Real-time cap table updates upon transaction
- •Integrated 409A valuations
- •Historical pricing data from Carta's database
How It Works
- 1.For Companies: Enable CartaX in your Carta dashboard
- 2.For Sellers: List shares directly from your Carta holdings
- 3.For Buyers: Browse verified opportunities
- 4.Settlement: Automatic cap table updates
Unique Advantages
Data Advantage Carta manages cap tables for 30,000+ companies, providing: - Proprietary pricing data - Historical transaction records - Valuation benchmarks
Operational Efficiency - Reduced settlement time - Eliminated verification friction - Automated compliance
Availability
CartaX availability depends on company opt-in. Not all Carta companies enable secondary trading.
Pros
- +Integrated with Carta cap tables
- +Verified share ownership
- +Automated settlement
- +Strong data advantage
- +Established company (Carta)
Cons
- −Limited to Carta companies
- −Company must opt-in
- −Less public information
- −Smaller marketplace vs Forge
Best For
- Carta users (companies & employees)
- Investors seeking verified shares
- Those wanting easy settlement
Key Features
Cap table integrationVerified ownershipAutomated updatesCarta data advantage
Frequently Asked Questions
What is CartaX and how does it work?
CartaX is a pre-ipo platform founded in 2019 and headquartered in San Francisco, CA. Carta's integrated marketplace using cap table data for direct pre-IPO transactions. It operates under Carta Inc.. The platform serves both individual and institutional investors.
What fees does CartaX charge?
CartaX has a undefined% buyer fee structure. The minimum investment is $25K.
Who is CartaX best suited for?
CartaX is best for carta users (companies & employees), investors seeking verified shares, those wanting easy settlement. Accreditation is required (Yes - Individual).
Fee Impact Calculator
Estimate total costs when investing through CartaX
Investment
$25K
Total Fees
$0
Net Deployed
$25K
No buyer fees — 100% of capital deployed
Exit Scenarios (after fees)
Based on minimum investment of $25K. Actual fees may vary. Does not account for taxes, carry, or time value of money. See our methodology for details.
People Also Ask
How does CartaX compare to other Pre-IPO platforms?
CartaX ranks among the top-rated platforms in the pre-ipo space with 7 years of operation. It competes on accessibility with a low minimum of $25K. Compare platforms side-by-side on our comparison page.
What is the minimum investment on CartaX?
The minimum investment on CartaX is $25K. Investors must meet yes - individual accreditation requirements. Both individual and institutional investors are accepted.
Is CartaX legitimate and trustworthy?
CartaX has been operating since 2019 (7 years). It is not FINRA-registered. As with all private market investments, conduct thorough due diligence.
Can I sell my shares on CartaX?
CartaX supports secondary sales. Price discovery may vary depending on the security. Liquidity in private markets is limited compared to public exchanges.
What types of companies are available on CartaX?
CartaX provides access to a curated selection of private companies. Availability changes based on supply and issuer approval.
Quick Facts
- Founded
- 2019
- Headquarters
- San Francisco, CA
- Min. Investment
- $25K
- Buyer Fee
- N/A
- Seller Fee
- N/A
- Accreditation
- Yes - Individual
- Investor Types
- Both
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Disclaimer: This review is for informational purposes only and does not constitute financial advice. Private equity investments are high-risk and illiquid. Always conduct your own due diligence and consult with a qualified financial advisor before investing. PEInvest may receive compensation from platforms featured on this site.