CARTA FOR VENTURE CAPITAL

Manage your fund in one place

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

INVESTORS ON CARTA

WHY CARTA?

Over $500 billion in assets on Carta


Complete portfolio view

Accept securities and access cap tables from your portfolio—more than 10,000 companies use Carta.

Real-time IRR

See up-to-date metrics, like your internal rate of return, on your live fund dashboard.

Experienced team

We’ll partner with you to manage your back office, value your portfolio companies, and track down your data.

VENTURE 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.

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.

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.

© 2019 ESHARES, INC. DBA CARTA, INC.