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CARTA FOR LLCS

Simplify equity management with Carta​​

Carta helps hundreds of LLCs manage their cap tables and organize their corporate governance documents. We also provide valuation services and make it easier for you to work with your investors by facilitating cap table sharing, helping with investor updates like K-1 distributions, and executing board consents.
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EQUITY MANAGEMENT FOR LLCS

Stop managing your cap table in a spreadsheet

Whether your company is just getting started or you have decades of history and multiple entities, Carta helps streamline your equity management and deliver complex valuations. We understand managing the back office of your LLC can be hard, and we’re here to help.

WHY CARTA FOR LLCS?

Carta helps hundreds of LLCs manage their equity

Single source of truth

With all equity transactions and information on Carta, your cap table stays up to date automatically.

Built-in compliance

Carta helps you maintain compliance when issuing securities and managing equity with built-in checks.

Preferred by shareholders

Employees and investors can accept electronic securities, exercise options, and track vesting schedules.

WHAT DOES CARTA OFFER?

Comprehensive equity management and specialized valuations

409a valuations

The leader in audit-ready, fast, cost effective 409As

Cap table management

The source of truth for your company's equity

Electronic securities

Issue electronic securities to stakeholders, who can accept and exercise on Carta

Board consents

Send, track, and manage all board consents in the same place you manage your cap table

Investor updates

Securely send updates with financials, key hires, customer wins, and company performance

Board meeting management

Build meeting agendas, track attendance, and share documents

CAP TABLE MANAGEMENT

Keep your cap table up to date

Issue membership units, profits interests, and other securities. Your cap table updates automatically, helping with compliance and data accuracy.
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VALUATIONS

Get fast, audit-ready valuations

As a leading valuation provider, Carta’s valuation team offers robust valuations that you can use to issue options. Carta also provides liquidation threshold and profits interest valuations for LLCs in a streamlined, timely, and compliant manner.

DOCUMENT STORAGE

Securely store and share important documents

Store all company documents, including your operating agreements, bylaws, and company board minutes, in one place.
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TRUSTED BY OVER 20,000 PRIVATE COMPANIES

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LLC SUBSCRIPTIONS & PLANS

A plan for every LLC

Cap table management Starter Growth Scale
Cap table
Electronic securities
Electronic exercising
Security holder management
Transactions auto-update cap table
Compliance Starter Growth Scale
Standard 409A valuation
Standard 409A refreshes for material events
409A audit support
Complex 409A valuation Add-on Add on Add-on
ISO disqualification check
Account audit reports
Expense reporting (ASC 718)
Equity reporting Starter Growth Scale
Capitalization reports with drafts
Equity plan balance report
Investor audit-confirmation service
Exercise reports
Report Builder
Financial transactions Starter Growth Scale
Option exercises
Repurchases
Stock transfers
Tender offers
Shareholder management Starter Growth Scale
Permissions: internal and external
Grant cap table access
Option grant & exercise approvals
Board consents
Board meeting management
Board member platform
Employee platform
Investor updates
Investor platform
Law firm platform
Liquidity Starter Growth Scale
Tender offer platform & account manager Add-on Add-on Add-on
Services Starter Growth Scale
Opt-in Beta program
Relationship manager
Dedicated, priority support Add-on Add-on Add-on
409A valuations Standard 409A Complex 409A
Dedicated valuation analyst
Audit-support
C-corps
LLCs/Partnerships
EBITDA positive
Multiple or international subsidiaries
Crypto or crowdfunding
Upcoming exit (acquisition or IPO plans)

What’s my company worth?

A tool for private, profitable companies using the capitalized cash flow method, which discounts the future cash flows at a calculated rate.
CALCULATE YOUR VALUE

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Start managing your cap table with Carta

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eShares, Inc. DBA Carta, Inc. is 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. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.