Migration from Carta

Switch from Carta in minutes
zero data loss

Our migration analyzer imports your Carta cap table — stakeholders, grants, SAFEs, and documents — and verifies every record before going live.

How the migration works

Four steps from Carta export to OpenCap live.

Download your cap table export from Carta (CSV or JSON). Takes about 2 minutes.

Upload your export. Our analyzer validates every row, detects gaps, and flags anything that needs review.

Review the analysis report, confirm, and import. We handle all data type conversions automatically.

Compare totals with your Carta export. Every stakeholder, share class, and grant is verified before going live.

Everything in your Carta account, verified before going live.

Stakeholders

Name, email, role, and contact info

Share classes

Common, preferred, warrants with liquidation preferences

Equity grants

Options, RSAs, RSUs with vesting schedules

SAFE notes

Amount, valuation cap, discount, and MFN provisions

Documents

Stock certificates and grant agreements (where available)

Convertible notes

Principal, interest rate, maturity, and conversion terms

OCTA v2.0 compliant

Industry-standard data model

Open source

MIT licensed, inspect every line

Data portability

Export anytime, no lock-in

Create your free account and run the migration analyzer in minutes.