CAP TABLE MANAGEMENT

Stop managing your cap table in a spreadsheet

Carta cap table management software updates automatically when you issue electronic securities, raise a round, or get a 409A valuation. So you can always trust Carta as your source of truth for equity information.

CAP TABLE MANAGEMENT

Trusted by over 10,000 private companies


Your single source of truth

Carta capitalization tables update with every transaction, so it stays accurate with little effort.

Lower legal fees

Issue securities and access your cap table on Carta—no need to email your lawyer.

Built-in compliance

Carta offers tax forms, expense accounting, and 409A valuation services.

ELECTRONIC SECURITIES

Issue options, without the paperwork

Employees prefer Carta

Issue employee stock options and collect signatures directly from Carta; your online cap table will get updated every time with no additional work. When employees are ready to exercise options, Carta handles the entire transaction.

Equity management made easy

Carta offers comprehensive support for all security types. Issue preferred stock, restricted stock awards, restricted stock units, profits interests, warrants, convertibles notes and SAFEs, and more.

CAP TABLE MANAGEMENT SOFTWARE

Keep your cap table up to date

Easy to manage

Never worry about out-of-date or incorrect spreadsheets. Carta’s cap tables update in real time, so you don’t waste effort on manual updates.

Secure shared access

Share your cap table with your legal team and investors, and set permissions to keep information secure. When you fundraise, need a 409A, have an M&A event, or IPO, no one will have to clean up or prep your cap table — the final version will be in Carta and ready to go.

EQUITY REPORTING

Get the reports you need

Auditor-ready expense accounting

With your cap table on Carta, you can pull ASC 718 reports any time. The reports are auditor-ready and include all formulas.

Prep for your next round

Carta gives you a better understanding of how fundraising will impact dilution and payouts. Create round-modeling worksheets, pro-forma cap tables, and detailed waterfall payouts right in our platform.

COMPLIANCE

Stay compliant

Automated checks

Carta has built-in checks to ensure compliance when issuing equity. Our checks include Rule 701, Rule 144, and the ISO $100K limit.

Get audit-defensible 409As

With your cap table already on Carta, you can save time and money getting a 409A valuation. We are the leader in 409A valuations and are regularly audited by the “Big 4” accounting firms.

FROM THE BLOG

Cap tables are broken

When cap tables get to our onboarding managers they are often wrong. Frequently, transactions happen, but are not recorded in the cap table. And the further away from a financing round, the worse the entropy.

JOIN CARTA

Fix your cap table with Carta


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.

© 2018 ESHARES, INC. DBA CARTA, INC.