Legal terms, process, and philosophy

See if you’re eligible for a Carta capital call line.

Term Sheet

An overview of our capital call loan terms.

The capital call loan process

See the steps and key documents you'll need at each stage

Loan and Security Agreement (LSA)

Everyone gets the same terms. Read a copy of our standard legal agreement.

Explaining the terms in our LSA

Our legal terms in plain English

Our pricing philosophy

Everyone gets the same price. Read about why

DISCLOSURE: This communication is made on behalf of Carta Financial Technologies, LLC (“Carta Financial”), a wholly-owned subsidiary of eShares, Inc., dba Carta, Inc. and is for informational purposes only. Carta Financial offers capital call lines of credit through a strategic partnership with Coastal Community Bank, Member FDIC; Coastal will be your lender. Carta Financial is not providing legal, financial, accounting or tax advice or any other professional advice or service. Neither Carta, Inc. nor Carta Financial assumes any liability for reliance on the information provided herein. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security.

Carta Financial’s obligation to provide a capital call line of credit to you will be subject to customary conditions, including but not limited to Carta Financial’s satisfactory completion of due diligence on you, your general partner and your LPs, there being no material adverse change in your business/financial condition and final, executed loan documents. Also, by submitting an application for a capital call line of credit, you will be authorizing Carta Financial to review all information that pertains to you and your partners that you provide to or receive from any Carta Financial affiliate.