The modern way to manage employee equity

Carta supports every major equity award and plan type and was designed with employees and equity admins in mind. Our simple-to-use platform makes managing employee equity easier.

WHY CARTA?

Comprehensive and trusted equity admin platform


A range of equity award types

Comprehensive support for most equity awards, including ESPPs, options, RSAs, RSUs, and 10b5-1 trading plans.

Stay compliant

Generate ASC 718 expense reports, financial footnote disclosures, earnings per share, and equity plan reports.

All-in-one

Use Carta to manage both employee and non-employee equity in one place. Carta also offers transfer agent services.

EMPLOYEE EXPERIENCE

Easily issue equity to employees

Issue equity to employees

With a few clicks, you can issue options, certificates, and awards to employees. Equity is automatically tracked when you issue securities on Carta, no double entry.

Shareholders love Carta

Employees and shareholders can easily log in, enroll in equity plans, electronically sign securities, and transact on Carta in minutes. Both cashless and cash exercising are available and employees’ portfolios are updated in real time when transactions close.

REAL-TIME LEDGER

Your source of truth

Keep track of equity

Your ledger is updated in real-time when you issue equity. With an automatically updated ledger, you don’t have to double-enter information and there’s less chance for error.

Drill-down for the details

It’s easy to view data like security type, status, quantity, and exercise price for each employee and security.

EQUITY REPORTING

Get on-demand, audit-ready reports

Equity plan administration + transfer agent services

Since the Carta platform combines equity plan administration and transfer agent services, you can generate a wide range of accounting and equity reports in real time.

Comprehensive financial reporting

Reports include ASC 718 expense accounting, financial footnote disclosures, earnings per share, and custom equity plan reporting. All reports include embedded formulas for your auditors to reference.

FROM THE BLOG

Carta now supports public companies

Learn how we plan to change public company equity management.

JOIN CARTA

Start managing your company’s equity on 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.