PRIVATE EQUITY PORTFOLIO MANAGEMENT

Carta works with Private Equity firms to manage their portfolio companies

With a central system to manage your entire portfolio, Carta allows you to keep tabs on each company, see cap tables in real-time, and view your consolidated portfolio — all from one place. Let us know how we can help you manage your portfolio.

How does Carta help you manage equity?


Centralized source of truth

With all equity transactions taking place on Carta, cap tables are updated automatically and always accurate.

Streamline your equity issuance

Deal teams can spend less time updating cap tables and issuing securities, giving them time back to focus on making deals.

Preferred by stakeholders

Participants are kept up to date with in-app communications and are able to easily accept securities and track their vesting.

OUR INVESTORS

Meet a few of our investors

Carta’s investors have helped us grow from our first customer to over 14,000 companies and 800,000 security holders. We are proud to have them with us as we map the global ownership network.

CARTA FOR INVESTORS

Manage your portfolio and back office on Carta

Carta is not just for your portfolio companies. We help thousands of investors with equity management, fund administration, ASC 820 valuations, and portfolio management and analytics.

WORK WITH CARTA

See how Carta can help you streamline your portfolio operations.

Our team will work with you to tailor a solution suited to your portfolio and fund structure. We can work across equity structures, investment strategies, and operating practices.

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.

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