CARTA FOR INVESTORS

Simplify how you manage your portfolio and back office

Start using Carta for fund administration and get 10% off

Please read the terms and conditions for more information.

INVESTORS ON CARTA

WHY CARTA?

Over $500 billion in assets on Carta


Complete portfolio view

Accept securities and access cap tables from your portfolio—more than 10,000 companies use Carta.

Real-time IRR

See up-to-date metrics, like your internal rate of return, on your live fund dashboard.

Experienced team

We’ll partner with you to manage your back office, value your portfolio companies, and track down your data.

SAFEKEEPING & CUSTODY

Send Carta your certificates for safekeeping

Stop storing certificates in your desk drawer. Send us your certificates for safekeeping for free or upgrade for custody services. We’ll then digitize your securities make sure your portfolio information is up to date on the Carta platform.

CARTA PORTFOLIO INSIGHTS

Track performance with our portfolio management tools

Carta helps you collect business and performance metrics from your portfolio companies, and track performance in our dashboard.

VENTURE FUND ADMINISTRATION & ACCOUNTING

Rely on Carta for real-time fund admin

Carta is changing the fund administration business by combining exceptional service and technology. We’ll maintain your general ledger and other accounting statements, provide you with analytics and reporting, and help you with cash management.

ASC 820 VALUATIONS

Get audit-ready ASC 820 valuations

Carta’s team of analysts have performed thousands of valuations. Our team leverages best-in-class technology for increased accuracy and fast delivery.

LP MANAGEMENT SERVICES

Securely communicate with your LPs

Issue capital calls, share capital statements, and distribute tax documents to your investors directly through our platform.

JOIN CARTA

Learn more about Carta for investors


Offer Terms and Conditions: To be eligible for a 10% discount off your first year’s new subscription to Carta’s services, you must sign up through a qualified page. This offer is valid for new private market and investor services customers only. Carta’s usual subscription terms and conditions apply (see https://carta.com/terms-of-service/).

Carta reserves the right to change or terminate this offer at its sole discretion. Offer may not be used or combined with other coupons, promotions, or special offers. Offer cannot be used for any subscriptions previously entered into. The offer will be deemed fully redeemed once a qualifying subscription has been made. The offer has no cash value and no refunds or cash alternatives will be offered. Not available in all countries. International subscriptions may be subject to approval based on local regulations and policies of country of obligation and Carta’s capabilities, licenses, and regulatory approvals with respect to that country or jurisdiction. The offer is void where prohibited by law. The offer only has value when redeemed in accordance with all terms and conditions of the offer.

eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.

© 2019 ESHARES, INC. DBA CARTA, INC.