Explore by topic

Category: Product education

What to look for in a 409A provider

The most important factor in choosing a 409A provider is their proven track record. Carta consults our experts on the the other critical requirements.

Carta mobile sign up for employees

We are announcing the Carta app. You can now accept grants on-the-go through our android and iPhone app.

The problem with 409A valuations

The 409A methodologies are outdated and have many flaws. We break down what they are and how Carta combats them to give you the most accurate valuations.

The dangers of using Excel for your cap table

As a company grows so does the complexity of the cap table. Here are some examples of the pitfalls of using a spreadsheet for your cap table.

What’s new in Carta 4

This year we redesigned Carta for the fourth time, and we’re excited to show you around! Here are a few of the biggest changes to the product.

Carta Investor Services

By automating the information flow between companies to funds to LPs, we hope to reduce the administrative burden associated with private market investing.

Introducing Carta 4

At Carta, we redesign our product every 18 months. This update will create more easier navigation and introduce new features.

Sign board approvals from your iPhone

Now directors can sign board approvals directly from their iPhones. Just open the Carta app, go to your tasks section, and use your thumbprint to sign!

Carta for iPhone Update

You can now manage your private equity using the Carta iPhone app. The only platform for cap table management software.

Companies

Investors

Resources

Partners

About Us

Legal

The latest Carta news, articles, sent to you once a month

Blog

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.