Equity Management

Fund Management
Equity Management

All Equity Management

From issuing early equity to IPO, build and scale your business on one platform

Cap Table Management

Issue, track, and process payments for your company's equity securely

409A Valuations

Enter audits with confidence with tailored, cost-effective valuations

SAFE Financings

Issue SAFEs, collect signatures, and move money securely on one platform

Financial Reporting

Generate your latest stock-based compensation reports in a few clicks

Equity Advisory

Empower your team with actionable tax and equity knowledge

Total Compensation

Get reliable salary and equity benchmarks

Liquidity

Execute secondary transactions that fully integrate with your cap table

QSBS Attestation

Optimize your equity tax benefit with the QSBS tax exemption

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For early-stage founders to manage equity and build their cap table

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Fund Management

All Fund Management

Leverage a suite of products and services to support your firm at every stage

Fund Administration

Automate your back office with solutions from scenario modeling to closings

Fund Formations

Form your fund, administer the first close, and execute capital calls in six weeks

Fund Tax

Unlock a seamless tax season with your fund accounting and taxes in one place

SPVs

Form, close, and administer your SPV in just a few clicks

ASC 820

Get audit-ready valuations for consistent financial reporting

Capital Call Line of Credit

Access capital outside your regular call cadence

Carta Carry
App

Track tasks, message fund admins, and make approvals-from anywhere

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Fundraising

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PRICING & PLANS

For Equity Management

Find the solutions you need to drive your business forward at any stage

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For Fund Management

Providing VCs with an automated back office to help them run funds of any size

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For Private Equity

Built for PE funds and portcos (LLC or C-Corp) to manage ownership

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Launch

For early-stage founders to manage equity and build their cap table

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VC Fund Performance Report

Access reliable, accurate data for emerging fund managers

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Learn /Collections /Corporate Transparency Act

Explore exclusive resources for startups and small businesses

Our filing checklist, expert-written articles, and webinars can help prepare your company for BOI reporting under the Corporate Transparency Act.

Corporate Transparency Act compliance in Carta Launch

Getting started Prepare for filing Reporting requirements Latest articles

Getting started

Author: Amy Miller, CPA

Date: January 2024

Reporting requirements

Virtual event with FinCen: CTA reporting requirements

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Support article: Reporting Beneficial Ownership Information

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Demo video: How to file with Carta

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What is the Corporate Transparency Act?

In this episode of Startup Essentials, we dive into the Corporate Transparency Act (CTA) — a piece of legislation aimed at combating money laundering, terrorist financing, and other illicit financial activities.

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Latest articles

Sections 3(c)(1) and 3(c)(7) of the Investment Company Act

Policy

April 2024

Sections 3(c)(1) and 3(c)(7) of the Investment Company Act

Learn the key differences between the exemptions for private funds offered by Section 3(c)(1) and Section 3(c)(7) of the Investment Company Act.

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Investors

April 2024

Rule 506(b) vs. Rule 506(c)

Raising capital in a Rule 506(b) vs. Rule 506(c) offering is a critical choice for GPs of private funds. Learn the differences between these rules before fundraising.

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Policy

February 2024

The venture capital regulatory playbook

Carta’s venture capital regulatory playbook gives fund managers a comprehensive guide to the current state of private market regulation.

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Policy

January 2024

Registered investment adviser (RIA)

A registered investment adviser (RIA) is anyone whose work in the financial sector requires them to register with the SEC or a state securities authority.

Form ADV is a disclosure document that all investment advisers must submit to the SEC and to relevant state securities regulators.

Know your customer (KYC) checks help companies and financial institutions comply with anti-money laundering (AML) regulations. Learn the differences.

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Investors

September 2023

Cayman Islands AML & KYC requirements

This article covers what you need to know about anti-money laundering (AML) and know your customer (KYC) requirements for funds in the Cayman Islands.

Learn what an accredited investor is, requirements and qualifications, why the requirement exists, and how the accredited investor rules may change.

Blue sky laws regulate security sales to protect public purchasers from fraud. Learn more about blue sky law regulations and exemptions for VCs.

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Additional Products

Deal Closings
Scenario Modeling
IPO Advisory
Portfolio Insights
Waterfall Modeling
Distributions

Featured Blogs

What is a 409A valuation?
What is a cap table?
What are advisory shares?
What are stock options?
How are stock options taxed?
Exercising stock options
What is vesting?
What is a SAFE?
Pre-money vs post-money SAFEs
What is Internal Rate of Return (IRR)?

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eShares, Inc. DBA Carta, Inc. (“Carta”) is registered with the U.S. Securities and Exchange Commission as a transfer agent. 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 Carta 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. Carta offers certain brokerage services through its wholly owned broker-dealer subsidiary Carta Capital Markets, LLC (Member: FINRA/SIPC). Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.