Carta’s equity administration service


As your cap table grows, managing equity can get increasingly complicated and time consuming. While Carta’s software helps simplify how you issue options and track equity information, managing equity can still become a full-time job depending on your company’s size and equity plan.

Carta now has an equity plan administration team who can help you manage equity—this is especially helpful as you’re raising a round or thinking about going public. Our experienced team of Stock Plan Administrators, a Global Mobility Specialist, and 12 Certified Equity Professionals can help you administer RSUs, options, phantom awards, and profit interests.

“I’m very grateful for all your help and am happy to be a reference. Always. You make my life easier and better – happy to tell anyone that.”

– Sascha Mornell, CEO of GetMyBoat, Inc, on Carta’s equity plan admin team

What does Carta’s equity plan administration team offer?

Administer your cap table – Issuing securities can be time consuming. We’ll handle it for you and ensure your data remains accurate and audit-ready.

Run your stock plan – Once you decide on an equity strategy and plan, we’ll implement vesting schedules and help ensure grant terms match your plan documents.

Educate employees on equity – Equity can be a confusing, but valuable, company benefit. We offer employee webinars and in-person education to help them understand and utilize their equity awards.

Customized reporting – If you need insights beyond what’s offered Carta’s out-of-the box reports, we can create custom reports to meet your needs.


DISCLOSURE: This communication is on behalf of eShares Inc., d/b/a Carta Inc. (“Carta”). Certain additional fees may apply. This communication is not to be construed as legal, financial or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.

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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.

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