CARTA BLOG

Owner’s Manual

Whether you’re getting your first option grant or managing a fund, our blog is the best place to learn about ownership, equity, and the Carta product.

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You get the term sheet, we do the math: introducing scenario modeling


Private companies today have more financing and liquidity options than ever. With the option to stay private longer or go public on a growing number of exchanges, it can be hard for companies and their investors to figure out which exit or funding scenario is best for them. So, we built scenario modeling tools on Carta that show you the impact of future financing rounds or possible exits in seconds.

Announcing our Series D


To achieve our goal of creating more owners, while increasing transparency and liquidity between them, we’ve raised additional capital. In 2018, we raised $80 million dollars and closed our Series D, led by Meritech and Tribe Capital, with participation from existing investors. With this new capital, our investors now value Carta at $800 million.

Carta announcements


Announcing our Series D


To achieve our goal of creating more owners, while increasing transparency and liquidity between them, we’ve raised additional capital. In 2018, we raised $80 million dollars and closed our Series D, led by Meritech and Tribe Capital, with participation from existing investors. With this new capital, our investors now value Carta at $800 million.

Data & research


Equity education


What is Form 3921?


If employees exercised incentive stock options (ISOs) last tax year, your company needs to file IRS Form 3921. Companies must file one form per employee, and if they miss the deadline or ignore IRS reminders and fail to file, they could end up paying expensive fines.

What is ASC 718?


ASC 718 is the standard way companies expense employee stock-based compensation on an income statement. Equity awards are part of compensation and have a specific set of accounting rules, stated in ASC 718, that companies should follow.

From our CEO


How we work


Partner stories


Product education


You get the term sheet, we do the math: introducing scenario modeling


Private companies today have more financing and liquidity options than ever. With the option to stay private longer or go public on a growing number of exchanges, it can be hard for companies and their investors to figure out which exit or funding scenario is best for them. So, we built scenario modeling tools on Carta that show you the impact of future financing rounds or possible exits in seconds.

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.