Meet Carta’s equity plan administration team


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 10 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.


Watch our webinar with 500 Startups below for more information.


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.

Subscribe

Stay up to date with monthly blog highlights

Related articles


Why companies are connecting their financials to Carta

Over 1,200 companies have connected their financial accounting systems to eShares, and hundreds more are connecting theirs each month.

A founder’s introduction to equity

You need to understand equity as soon as you are ready distribute stock. The decisions made here will affect your company for years to come.

Case Study: Cap table snapshots sealed the deal for Trello

In their recent $425 million acquisition, Trello leveraged Carta to make the process simple and smooth.

© 2019 ESHARES, INC. DBA CARTA, INC.