CARTA FOR VENTURE CAPITAL

Manage your fund in one place

Carta’s all-in-one platform offers free tools to manage your portfolio. Upgrade for full-service fund administration, ASC 820 valuations, and LP management.

WHY CARTA?

Trusted by over 14,000 companies and investors


Free portfolio view

Accept securities and access your portfolio company’s cap tables. View everything on a free dashboard.

Real-time IRR

With our Fund Admin plan, see up-to-date metrics, like your internal rate of return, on your real-time fund dashboard.

Experienced team

Our team of experts will partner with you to manage your back office and value your holdings.

INVESTORS ON CARTA

TRACK YOUR PORTFOLIO

Free dashboard to track your holdings

When your portfolio companies use Carta to manage their cap tables and issue electronic securities, you automatically get a free dashboard where you can track your holdings. Just accept your securities on Carta, and log in to see your dashboard.

ACCESS PORTFOLIO COMPANY CAP TABLES

Real-time portfolio company data

When a portfolio company issues you a security on Carta, you can request access to their cap table. You’ll then see details like cash raised, last preferred valuation, and your ownership percentage. If you’re a Carta customer, you can use Carta’s waterfall and round modeling tools when companies grant you cap table access.

VENTURE FUND ADMINISTRATION

Full-service fund administration

Carta fund administration combines exceptional service and real-time technology. We’ll maintain your general ledger and other accounting statements, provide you with analytics and reporting, and help you with cash management. See real-time metrics like IRR on desktop or mobile, anytime.

ASC 820 VALUATIONS

Get audit-ready ASC 820 valuations

Carta’s team of analysts have performed thousands of valuations. Our team leverages best-in-class technology for increased accuracy and fast delivery. If you prefer to run your own valuation, we also offer a self-service ASC 820 tool that will guide you step by step.

SCENARIO MODELING

Model term sheets more quickly

Carta offers sensitivity and breakpoint analysis, payout and dilution modeling, and pro forma cap tables so you can understand the impacts of terms, fundraising, and exits. Plus, our visualizations look great on slides.

PARTNER PROGRAM

Carta partners with VCs and accelerators

When your entire portfolio manages equity on Carta, you can accept your securities, access shared cap tables, and see portfolio analytics in one place. Join our partner program to get a discounted rate for your portfolio and more.

JOIN CARTA

Learn more about Carta for investors


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.

© 2020 ESHARES, INC. DBA CARTA, INC.