Carta Liquidity

Manage tender offers on Carta

Carta makes it easy to run structured secondaries and controlled liquidity programs. Your employees and shareholders will thank you.

WHY CARTA LIQUIDITY?

Trusted to transact over $1B for private companies


Real-time, centralized dashboard

Setting up your program and tracking transactions is simple.

Simple participant experience

Participants review offers, sign docs, and transact all through Carta.

Dedicated transaction manager

Carta partners with you from setup to settlement.

CARTA PLATFORM

Set up and track liquidity events

Simple set up

Add the details of your liquidity program, set participation amounts, send invites, and track the status of every transaction in the participant table. Companies can manage participations and structured liquidity events are invite-only for buyers and sellers.

Automatic cap table updates

When you run a liquidity event on Carta, your cap table automatically updates as soon as the transaction settles. With traditional providers, manual entry is required to update your cap table and process paper certificates.

PARITICIPANT EXPERIENCE

Help your employees unlock value

Shareholder friendly

We designed the participant experience to make it easy for shareholders to understand your controlled liquidity event and access watermarked documents. Everything from securely reviewing the details of the program, to completing the transaction, and getting your Form 1099-B, happens in Carta.

Liquidity as an employee perk

With Carta, companies can afford to offer regular liquidity events because Carta reduces the administrative costs of secondary transactions. Regular liquidity events can even be a selling point for potential hires and can make it easier for you to recruit and retain talent.

FROM THE BLOG

Private is the new public

Learn about why companies are staying private longer and offering liquidity to shareholders.

JOIN CARTA

Learn what type of liquidity program is right for your company


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.