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Equity Management

Fund Management
Equity Management

All Equity Management

From issuing early equity to IPO, build and scale your business on one platform

Cap Table Management

Issue, track, and process payments for your company's equity securely

409A Valuations

Enter audits with confidence with tailored, cost-effective valuations

SAFE Financings

Issue SAFEs, collect signatures, and move money securely on one platform

Financial Reporting

Generate your latest stock-based compensation reports in a few clicks

Equity Advisory

Empower your team with actionable tax and equity knowledge

Total Compensation

Get reliable salary and equity benchmarks

Liquidity

Execute secondary transactions that fully integrate with your cap table

QSBS Attestation

Optimize your equity tax benefit with the QSBS tax exemption

Launch

For early-stage founders to manage equity and build their cap table

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Fund Management

All Fund Management

Leverage a suite of products and services to support your firm at every stage

Fund Administration

Automate your back office with solutions from scenario modeling to closings

Fund Formations

Form your fund, administer the first close, and execute capital calls in six weeks

Fund Tax

Unlock a seamless tax season with your fund accounting and taxes in one place

SPVs

Form, close, and administer your SPV in just a few clicks

Tactyc Forecasting & Planning

Guide your fund’s strategy with data-driven precision

ASC 820

Get audit-ready valuations for consistent financial reporting

Capital Call Line of Credit

Access capital outside your regular call cadence

Carta Carry
App

Track tasks, message fund admins, and make approvals-from anywhere

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Private Equity Solutions

The first unified software suite delivering precision and control

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PRICING & PLANS

For Equity Management

Find the solutions you need to drive your business forward at any stage

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For Fund Management

Providing VCs with an automated back office to help them run funds of any size

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For Private Equity

Built for PE funds and portcos (LLC or C-Corp) to manage ownership

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Launch

For early-stage founders to manage equity and build their cap table

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PE Executive Equity Report

Discover equity trends and benchmarks for PortCo leadership teams

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Streamline your transition from private to public equity management with Carta and Morgan Stanley at Work.

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Additional Products

Deal Closings
Scenario Modeling
IPO Advisory
Portfolio Insights
Waterfall Modeling
Distributions

Featured Blogs

What is a 409A valuation?
What is a cap table?
What are advisory shares?
What are stock options?
How are stock options taxed?
Exercising stock options
What is vesting?
What is fund administration?
What is a SAFE?
Pre-money vs post-money SAFEs

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eShares, Inc. DBA Carta, Inc. (“Carta”) is registered with the U.S. Securities and Exchange Commission as a transfer agent. 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.

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