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carta
  • Find the solutions you need to drive your business forward.

    Equity Management
    • Cap Table
    • 409A Valuations
    • Expense Accounting
    • LLC
    • Carta Launch Free
    • Tax Advisory
    Compensation
    • Benchmarking
    • Total Rewards Statement
    Venture Capital
    • Fund Administration
    • Fund Formation
    • SPVs
    • ASC 820 Valuations
    • Capital Call Line of Credit
    Liquidity
    • Tender Offers
    • Secondary Blocks
    • Auctions
    • Public Companies
  • Get support for every stage and every role.

    Read case studies
    Founders
    • Over 30,000 companies use Carta to fundraise, issue equity, and stay compliant.
    Investors
    • Manage your fund on Carta so you can spend more time on deals and less time dealing with your back office.
    Finance
    • Access tools and services for everything from fast valuations to managing burn to liquidity events.
    Law Firms
    • Help your clients issue equity, raise funds, and stay compliant, all in one place.
    HR
    • From extending offers to answering employee equity questions, find the tools and team to support you.
  • Pricing
  • Access education, support, and other helpful information.

    Learn about equity
    LEARN
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    • Equity 101
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    SUPPORT
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  • Learn more about who we are and why we do what we do.

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Data & research

Stock options vs. RSUs: When to switch
A guide (and calculator) to help founders and CFOs know what to consider when switching from options to RSUs.
Q1 2020 Pitchbook-NVCA Venture Monitor
We’ve partnered with Pitchbook and NVCA to provide investors and companies with the data they need to understand the shifting global venture capital market.
The growth of employee equity pools
Recent data indicates that employee option pools may in fact be increasing––albeit slowly.
The current state of employee exercise 2020
Are stock options getting more employee-friendly? We looked at our data and here's what we found.
Q4 2019 Pitchbook-NVCA Venture Monitor
We are excited to partner with Pitchbook and NVCA to provide the definitive review of the US venture capital ecosystem for 2019.
How dual-class companies and single-class companies compare
We look at how dual-class and single-class share structure affects company valuation and market performance.

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Additional products
  • Carta for HCLS
  • SAFEs
  • Scenario Modeling
  • Portfolio Insights
  • Carta for International
  • ESPP
Featured blogs
  • What is a 409A valuation?
  • What is a cap table?
  • What is a SAFE?
  • What is vesting?
  • What are stock options?
  • Pre-money vs post-money SAFEs
  • How are stock options taxed?
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  • Internal rate of return (IRR) calculator
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eShares, Inc. DBA Carta, Inc. (“Carta”) is registered with the U.S. Securities and Exchange Commission as a transfer agent. 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 Carta 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. Carta offers certain brokerage services through its wholly owned broker-dealer subsidiaries, Carta Securities, LLC (Member: FINRA/SIPC) and Carta Capital Markets, LLC (Member: FINRA/SIPC). Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.

 

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