VENTURE CAPITAL PLANS

Products and services for VCs


Carta is not just for your portfolio companies. We also offer free and premium products and services to help you manage your fund.

TRUSTED BY HUNDREDS OF VC FIRMS

Free

Portfolio Management

Track your portfolio companies who are also on Carta.

  • Accept securities
    Instantly accept and track electronic securities from your portfolio companies.
  • Basic portfolio dashboard
    View metrics for portfolio companies who use Carta, like ownership percentage.
  • Portfolio company cap tables
    Request real-time cap table access from your portfolio companies who use Carta.
  • Safekeeping
    Send Carta your paper certificates for digitizing and safekeeping in our vault.
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Premium

Valuations & Modeling

Value your investments and model future exits and rounds.

  • ASC 820 valuations
    Get self-service or full-service valuations for each of your investments.
  • Cap table data collection
    Our team gathers cap tables from your portfolio companies who don’t use Carta, to drive your valuations and models.
  • Scenario modeling
    Instantly understand the implications of additional fundraising on your investments.
  • Premium portfolio dashboard
    See holdings and key metrics for your entire portfolio—even companies not using Carta.
REQUEST A DEMO

Premium

Fund Administration

Get full-service, real-time fund administration and LP management.

  • Fund administration service
    Partner with experienced fund accounting team to administer your back office
  • Real-time deal IRR
    Instead of getting reports once a quarter, see real-time deal IRR and gross returns.
  • LP portal
    Streamline communication with your LPs. Our fund admin team can share documents and execute capital calls securely.
  • Cap table data collection
    Our team gathers cap tables from your portfolio companies who don’t use Carta, to drive your valuations and models.
  • Scenario modeling
    Instantly understand the implications of additional fundraising on your investments.
TALK TO SALES

PREMIUM ADD-ON FEATURES & SERVICES

Customize your plan

We offer additional features and services that you can add to either premium plan.

Financials & KPI data collection

We’ll collect accurate financial and KPI data for your entire portfolio as an add-on to either premium plan.

Full-service ASC 820 valuations

Our team delivers full-service ASC 820 valuations as an add-on to the Fund Admin plan.

Self-service ASC 820 valuations

Create ASC 820 valuations with our guided tool as an add-on to the Fund Admin plan.



CARTA PLAN DETAILS

Features and services by plan

Dashboards Free Portfolio Management Valuations & Modeling Fund Administration
Real-time deal IRR
Data from companies not on Carta
Tags and filters
Portfolio dashboard
Services Free Portfolio Management Valuations & Modeling Fund Administration
Fund admin services
Treasury services
Management company admin
Record keeping for general partners
General ledger maintenance
Annual performance return calculations
Advisory services
Cap table data collection
Customer success manager
Full-service valuations Add-on
Financials & KPI data collection Add-on Add-on
Opt-in beta program
Limited partner management Free Portfolio Management Valuations & Modeling Fund Administration
LP portal
Capital call distribution and management
Distributions calculation & management
K-1 form distribution
LP document sharing
LP ledger
LP data onboarding
Scenario modeling Free Portfolio Management Valuations & Modeling Fund Administration
Waterfall modeling
Breakpoint analysis
Sensitivity analysis
Payout modeling
Financing round modeling
Pro-forma cap tables
Valuations Free Portfolio Management Valuations & Modeling Fund Administration
Full-service valuations Add-on
Self-service valuations Add-on
Portfolio company collaboration Free Portfolio Management Valuations & Modeling Fund Administration
Accept securities
Request & view cap tables
See detailed securities
Take notes on portfolio companies
See rights and preferences
Portfolio company updates
Access financings history
Approve board resolutions
Store documents
Refer companies at a discount
Access detailed holdings
Certificate safekeeping Free Portfolio Management Valuations & Modeling Fund Administration
Safekeeping
Certificate ledger
Securities details

JOIN CARTA

Get in touch to discuss plans

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.