Carta
High RiskFinance
AI-powered equity management platform for cap table management, valuations, and fund administration.
7
Risk Score
(1-10 scale)
Data Handling
Storage Location
US servers
Retention Policy
Account lifetime
Training on User Data
Anonymized benchmarking
Risk Factors
- ⚠Complete equity and ownership data
- ⚠409A valuations contain MNPI
- ⚠Anonymized data used for benchmarking products
Security Recommendations
- ✓Review benchmarking data sharing opt-outs
- ✓Restrict valuation access to authorized personnel
- ✓Implement strong authentication for equity data
Compliance
SOC 2✓
GDPR✓
HIPAA✗
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