LP MANAGEMENT

Work smarter with your limited partners

Issue capital calls, share capital statements, and distribute tax documents with your investors right from Carta.

WHY CARTA?

Improve your partnership


Easy communication

Securely share information like capital statements, financials, and tax documents.

One platform

Work with LPs in the same platform you use to manage your portfolio and back office operations.

Secure transactions

Securely issue capital calls and distribution notices directly through the encrypted Carta platform.

SECURE SHARING

Share financial reports directly from Carta

All of your data on Carta

With your portfolio and financials already tracked through our portfolio insights and fund administration products, sharing that information with your LPs is simple.

Quickly and securely share information

Carta can prepare capital statements, financials, and tax documents, all you need to do is share them with your LPs in our encrypted platform.

CAPITAL CALLS

Issue capital calls the easy way

Receive capital on Carta

Create capital calls and track the status, due date, and amount of all open capital calls, in one place.

Track LPs’ capital accounts

With Carta, you have a clear view of what’s committed, what’s contributed, and the amount left to call, in an easy-to-understand dashboard.

JOIN CARTA

Learn more about using Carta with your LPs


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.