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Why Carta?

Equity. Simplified.

Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans.
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Trusted by over 17,000 Companies

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Private Companies

Streamline how you manage equity from founding to IPO

Cap table software, secondaries & 409A valuations

Lawyers

Manage equity with your clients

Built in compliance checks, streamlined workflow & discounts for your clients

Investors

Modernize how you manage your portfolio and back office

Fund admin, valuations, scenario modeling & portfolio insights

Features

One platform, everything you need to manage equity

Cap table management

The source of truth for your company's equity

409A valuations

The leader in audit-ready, fast, cost effective 409As

Liquidity

Offer liquidity by running one-off transactions, tender offers, and stock buybacks

Transfer agent

Carta is an SEC-registered transfer agent with best-in-class software

Electronic securities

Issue electronic securities to stakeholders, who can accept and exercise on Carta

Scenario modeling

Sensitivity and breakpoint analysis, payout and dilution modeling

Fund administration

Full-service fund accounting with real-time views of your financials

Portfolio dashboard

Portfolio data collection and a dashboard showing performance

ASC 820

Accurate, on-time valuations from our team of experienced analysts

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Get in touch to discuss plans and pricing

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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., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.