Manage capital calls on Carta

In the past, initiating a capital call meant manually preparing notices and informing each of your investors over email. Keeping track of which partners had submitted their contributions and following up with any stragglers was difficult and cumbersome. Now there is a better, automated way on Carta.

First, enter a due date and a purpose for the call. Then set a percentage of committed capital, and adjust for individual partners as needed:

Confirm that everything is correct and start the capital call:

Launching the call automatically generates the capital call notices and investors are notified via email. Investors can reference the document for wire instructions, or connect their bank account for easy completion via ACH. No mail merges or document creation necessary.

Data from the call flows through automatically and keeps everyone’s capital accounts up to date.

Connect with us if you are interested in learning more.

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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.