PARTNER PROGRAM

Carta partners with law and accounting firms

When your clients manage equity on Carta, you can request access to your clients’ cap table and financial data in one place and assist with equity administration. Join our partner program to get a discounted rate for your portfolio and more.

WHY PARTNER WITH CARTA?

Carta streamlines equity management for your and your clients

Built-in compliance checks

Carta’s helps ensure your clients stay compliant. Our compliance checks include Rule 701, Rule 144, and the ISO $100K limit.

Streamlined workflows

Spend less time on data entry and more time doing the work that matters. You’ll be able see all your clients’ financials in one place.

Single source of truth

Don’t spend hours reconciling different cap table versions. With Carta, you know your clients’ information is up to date.

CARTA PARTNERS INCLUDE


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.