CARTA FOR INVESTORS

Simplify how you manage your portfolio and back office

Carta’s all-in-one platform offers fund administration, portfolio data collection and sharing, LP management, ASC 820 valuations, and free certificate safekeeping.

INVESTORS ON CARTA

WHY CARTA?

Spend less time managing your fund, and more time investing


Streamline your back office

Spend more time working with companies, and less time managing the details of equity, compliance, and accounting.

Manage investments securely

Accept securities and access cap tables from the 10,000+ companies on Carta, in the same place you manage your portfolio.

Access real-time data

See fund accounting and portfolio company performance data on a dashboard, no waiting for quarterly reports.

FREE

Portfolio access & certificate safekeeping

Send Carta your paper certificates for digitizing and safekeeping in our vault, and track your portfolio for free.

Certificate safekeeping

  • Certificate safekeeping in our vault
  • Digital copy of your certificates

Security holdings ledger

  • Paper certificates digitized
  • Complete inventory report

Carta network access

  • Portfolio company cap table access and security acceptance
  • Carta Boardroom access (if portfolio company is a Boardroom customer)

Onboarding and Support

  • Onboarding manager
  • Online support

PREMIUM

Upgrade for more features & services

Upgrade to premium for fund administration, portfolio insights and document sharing with your portfolio companies and LPs, ASC 820 valuations, and more.

Portfolio insights

  • Portfolio performance dashboard – available on mobile and web
  • Securely request access to portfolio company performance data

Fund administration

  • Full-service fund accounting and administration in real-time
  • Cash management and reserve analysis

Investor management

  • Capital calls and distributions
  • Securely share capital statements, financials, and tax documents

Valuations

  • ASC 820 valuations
  • Trusted and experienced valuation professionals

CARTA FOR INVESTORS

Changing how venture capitalists work

Carta modernizes how investors manage and scale their funds. We currently manage more than $400 billion in equity and are trusted by thousands of investors. Plus over 10,000 private companies already manage equity with Carta, so collaborating and securely sharing information with your portfolio companies is simple.

SAFEKEEPING & CUSTODY

Send Carta your certificates for safekeeping

Stop storing certificates in your desk drawer. Send us your certificates for safekeeping for free or upgrade for custody services. We’ll then digitize your securities make sure your portfolio information is up to date on the Carta platform.

CARTA PORTFOLIO INSIGHTS

Track how your portfolio is performing

Carta helps you collect business and performance metrics from your portfolio companies, and track performance in our dashboard.

FUND ADMINISTRATION & ACCOUNTING

Rely on Carta for real-time fund admin

Carta is changing the fund administration business by combining exceptional service and technology. We’ll maintain your general ledger and other accounting statements, provide you with analytics and reporting, and help you with cash management.

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.

LP MANAGEMENT

Securely communicate with your LPs

Issue capital calls, share capital statements, and distribute tax documents to your investors directly through our platform.

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.

© 2018 ESHARES, INC. DBA CARTA, INC.