Value your investments

Fair value accounting, driven by FASB ASC 820, requires investors to provide documentation about the carrying values of their portfolio companies. Carta makes this process painless for investors.


Carta delivers 1,000 ASC 820s each year

Understand ASC 820

The Financial Accounting Standards Board sets the standard for Fair Value Measurement and Disclosure. Carta helps you navigate it.

Get audit-ready

Our analysts have completed thousands of valuations and leverage best-in-class software to improve accuracy.

Save time and money

By combining personalized service with technology, we can deliver cost-effective ASC 820 valuations when you need them.


Best-in-class technology

Accuracy and precision

Our technology provides detailed and comprehensive data from comparable companies. We use this data plus your portfolio companies’ financials to drive our valuations.

Download your report anytime

Your valuation report is available in the platform whenever you need it.


Extensive ASC 820 valuation experience

We understand ASC 820

A dedicated and experienced analyst will work with you on every valuation and help you through the process.

Continuous support 

We are available to answer any questions you have about our approach, methodology, or report.


Recommended by auditors

Comprehensive reporting

Our team of experts partner with auditors to understand your needs. Carta’s thorough reporting can be tailored to your fund’s requirements, so you can ensure consistency in valuations across your entire fund.

Trustworthy process and team

Carta’s valuation software has been vetted by the top audit firms. Auditors prefer Carta because we combine best-in-class service with technology to deliver you an audit-defensible fair value (FV).


What is ASC 820? 

Find out if you need an ASC 820, what guidances might change, and watch our webinar.


Kick off the ASC 820 process 

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.