Partner stories Archives

Equity Management

Fund Management
Equity Management

All Equity Management

From issuing early equity to IPO, build and scale your business on one platform

Cap Table Management

Issue, track, and process payments for your company's equity securely

409A Valuations

Enter audits with confidence with tailored, cost-effective valuations

SAFE Financings

Issue SAFEs, collect signatures, and move money securely on one platform

Financial Reporting

Generate your latest stock-based compensation reports in a few clicks

Equity Advisory

Empower your team with actionable tax and equity knowledge

Total Compensation

Get reliable salary and equity benchmarks

Liquidity

Execute secondary transactions that fully integrate with your cap table

QSBS Attestation

Optimize your equity tax benefit with the QSBS tax exemption

Launch

For early-stage founders to manage equity and build their cap table

Get started for free
Fund Management

All Fund Management

Leverage a suite of products and services to support your firm at every stage

Fund Administration

Automate your back office with solutions from scenario modeling to closings

Fund Formations

Form your fund, administer the first close, and execute capital calls in six weeks

Fund Tax

Unlock a seamless tax season with your fund accounting and taxes in one place

SPVs

Form, close, and administer your SPV in just a few clicks

Tactyc Forecasting & Planning

Guide your fund’s strategy with data-driven precision

ASC 820

Get audit-ready valuations for consistent financial reporting

Capital Call Line of Credit

Access capital outside your regular call cadence

Carta Carry
App

Track tasks, message fund admins, and make approvals-from anywhere

Learn more
BY BUSINESS TYPE
BY INDUSTRY
- Finance
- HR
- Healthcare
BY ROLE
Private Equity Solutions

The first unified software suite delivering precision and control

Learn more
PRICING & PLANS

For Equity Management

Find the solutions you need to drive your business forward at any stage

View details

For Fund Management

Providing VCs with an automated back office to help them run funds of any size

View details

For Private Equity

Built for PE funds and portcos (LLC or C-Corp) to manage ownership

View details
Launch

For early-stage founders to manage equity and build their cap table

Get started for free
LEARN
FREE TOOLS
FOR PARTNERS
SUPPORT
COMPANY
PEOPLE
NEWS
- Product release notes
- Press
VC Fund Performance Report

Access reliable, accurate data for emerging fund managers

Read the report

Sign In
Request a demo

Explore by Topic

409A Valuations
Announcements
APAC
Building Carta
Carta
Carta 2024 Innovators Summit
Carta Launch
Compensation
Compliance
CTC
Data & Research
Educational Essentials
Employee Resource Center
Equity
Equity Education
Europe
Featured
Founder Education
From Our CEO
Fund Administration
Fundraising Files
How We Work
Initial Public Offerings
Investors
Issue Briefs
Late-Stage Private Companies
Latin America
Limited Liability Companies
Liquidity
Markets
Policy
Policy Newsletter
Private Companies
Private equity regulatory insights
Product Education
Special Purpose Vehicles
Startup Fundraising
Trends
Venture Capital

Share on Facebook Share on Twitter Share on Linkedin Share by Email

Partner Stories

No posts found.

Additional Products

Deal Closings
Scenario Modeling
IPO Advisory
Portfolio Insights
Waterfall Modeling
Distributions

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 fund administration?
What is a SAFE?
Pre-money vs post-money SAFEs

Carta for Partners

Why Partner?
Become a Partner
Law Firms
Venture Capital
Private Equity
Accelerators
Partner Resources
Startup Stack

Company

About us
Executive team
Careers
Press
Support Documentation
Product release notes

Legal

Privacy Policy
Cookie Policy
Legal Disclosure
Terms of Service
E-sign Consent
GDPR Compliance
Supplier Terms

Security & Trust

Responsible Disclosure Policy
Cap Table: Data Privacy & Protection
Trust Center

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.