Atlas vs. Carta
Carta owns your cap table. Atlas owns your fundraise. They're not competing — they solve different problems. And they work better together.
Atlas
The Fundraise
- AI-generated investor updates from live Stripe/QuickBooks data
- Branded data room with NDA gating and per-investor analytics
- Fundraising readiness score across 10 dimensions
- Investor pipeline CRM and fit scoring
- Board deck auto-generation
- AI follow-up and outreach sequences
- Track who viewed your data room and for how long
Carta
The Cap Table
- Cap table management and equity tracking
- Option grants, vesting schedules, and 409A valuations
- SAFEs, convertible notes, and pro-rata tracking
- Electronic shareholder signatures and consents
- Portfolio management for fund investors
- Secondary market transactions
- Compliance and regulatory filings
Connect your Carta cap table to Atlas
The Atlas × Carta integration gives you the full picture — your fundraising process and your equity structure in sync.
Cap table snapshot in readiness score
Atlas pulls your current cap table structure from Carta to factor dilution headroom and structure into your fundraising readiness score.
Data room cap table document sync
Automatically include your Carta-generated cap table summary in your data room — always up to date, never stale.
Round modeling context
When Atlas generates your investor update, it pulls dilution context from Carta so your update accurately reflects post-round ownership expectations.
The honest take
We don't think you should replace Carta. Carta is infrastructure — it's the legal record of your company's ownership. Switching cap table providers mid-fundraise is a distraction you don't need.
Atlas fills the gap Carta leaves: managing the fundraising process itself. The two tools are designed to live side by side, and the integration makes both more useful.
Keep Carta. Add Atlas.
Start your 14-day free trial. Connect Carta in the onboarding flow.
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