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Finance
  • Access tools and services for everything from fast valuations to managing burn to liquidity events.

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  • Help your clients issue equity, raise funds, and stay compliant, all in one place.


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  • From extending offers to answering employee equity questions, find the tools and team to support you.
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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.
  • Discover rates and features tailored to your business.

    Pricing & plans
    • For companies
    • For investors
    • For LLCs
  • Access education, support, and other helpful information.

    Learn about equity
    LEARN
    • Blog
    • Carta Classroom
    • Events & Webinars
    • Case Studies
    • Annual Equity Report
    • Founder Studio
    • API Documentation
    SUPPORT
    • Contact Support
    • Support Articles
    • Community
  • Learn more about who we are and why we do what we do.

    View open roles
    COMPANY
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    • Diversity, Equity, and Inclusion
    • Carta Equity Summit
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    • Engineering
    NEWS
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Educational essentials

The qualified small business stock (QSBS) tax benefit
The QSBS exclusion is a U.S. tax benefit that applies to eligible shareholders of a qualified small business. Learn more about how QSBS works.
What are stock options and how do they work?
Received stock options from your company and don't understand what that means? Here's how to make sense of your offer letter and option grant.
What is a 409A valuation?
Learn everything you need to know about section 409A of the internal revenue code—from what is a 409A valuation to 409A methodologies and process.
What is a cap table?
A cap table is a list of all the securities your company has issued and who owns them. Learn how to make a cap table and see examples.
How stock options are taxed
Learn how ISO and NSO stock options are taxed and the common times employees can exercise their options.
Advisory shares guide
Advisory shares are a form of equity that early-stage startups (especially pre-seed, idea-stage ones) can give to their advisors instead of cash compensation.

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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 are advisory shares?
  • What are stock options?
  • How are stock options taxed?
  • Exercising stock options
  • What is vesting?
  • What is a SAFE?
  • Pre-money vs post-money SAFEs
  • What is Internal Rate of Return (IRR)?
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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.

 

© 2022 eShares, Inc. DBA Carta, Inc.

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