Odyssey is Carta’s exclusive transfer agent for companies going public, and exclusive paying agent for M&A transactions, bringing the same digital, integrated experience to every major transaction type.
Learn how it works →
Transfer Agent services for Carta clients preparing for an IPO in the United States.
Paying Agent services for Carta clients going through a merger or acquisition
Carta is trusted by more than 50,000 private companies to manage their cap tables, equity programs, and liquidity planning. When those companies reach a major transaction (whether that’s an IPO or an acquisition) Odyssey is the partner Carta has chosen to handle what comes next.
As Carta’s exclusive transfer agent and M&A paying agent partner, Odyssey manages the operational complexity of shareholder services and payments so companies, their legal teams, and their advisors can focus on the deal.
Going public means moving your shareholder records from a cap table environment to a fully regulated transfer agent — and doing it without disrupting your team or your timeline. Odyssey’s digital integration with Carta makes that transition seamless. Your data migrates automatically. Your records arrive accurate. And your team keeps its focus on execution.
We work with companies at every stage of IPO readiness — from early preparation through to ringing the bell and operating as a public company. Every client gets a dedicated support team and access to modern issuer tools built for how public companies actually work today.
When a private company is acquired or merges with another business, its shareholders need to be paid. That process (collecting shareholder information, verifying identities, and distributing payments) has traditionally been paper-heavy and slow. Odyssey handles it end to end, digitally, through a platform that connects directly to Carta.
Shareholder data migrates from Carta into Odyssey automatically when a deal is initiated. Shareholders onboard digitally, payments move through a SOC2-compliant portal, and legal teams get real-time visibility into exactly where every shareholder stands. No paper. No manual follow-up. No unnecessary delays.
Whether you are advising a company on its path to public markets or supporting a client through an acquisition, Odyssey is built to make your work easier. Carta clients arrive with structured, clean shareholder data. Odyssey picks up from there — so the operational burden of shareholder communications, KYC, and payment logistics stays off your team’s plate.
Legal teams working with Odyssey gain real-time visibility into deal progress, automated reminders to shareholders, and a single platform that handles the administrative work from first contact to final payment. Less non-billable time. Faster closes. A better experience for your clients.
Real-time deal visibility, automated shareholder reminders, and a single platform handling the administrative work from first contact to final payment. Less non-billable time. Faster closes.
Odyssey supports Carta clients across IPOs and M&A with the same integrated platform — so the companies you advise have a consistent, dependable experience from private to public and through every major deal.
See how the partnership works across both transaction types.
How the Carta-to-Odyssey integration works for companies preparing to go public — from cap table to transfer agent, automated.
Watch the video →
A walkthrough of how Odyssey handles Paying Agent services for Carta clients — from deal initiation to final payment.
Practical guidance on IPO readiness, the transition from private to public, and what to expect at every stage of the process.
Why workflow integration matters as IPO markets reawaken and late-stage capital begins to flow again.
A plain-language walkthrough of the IPO process — what happens, who is involved, and what companies need to be ready for.
How a real company navigated the transition from Carta to Odyssey and what a smooth IPO process looks like in practice.
What CFOs need to know about preparing shareholder data for the move from cap table to transfer agent.
The questions companies and their advisors ask most often about IPO readiness, transfer agents, and the Carta-to-Odyssey process.
Whether you are a Carta client preparing for an IPO, going through a transaction, or an advisor looking to understand how we support your deals — we want to hear from you.
