- Cap table management
- Fundraising benchmarks
- SAFE financings
- Everything in Launch
- White glove onboarding
- Premier support
- Everything in Build
- 409A valuations
- 83(b) form
- Everything in Grow
- GAAP Financial Reporting (ASC-718)
- IFRS Financial Reporting
Now sold separately—every company can now build a competitive, holistic compensation strategy that leverages millions of private market data points to create real-time salary and equity benchmarks.
Want help deciding? Call us at: 1-833-403-5468
Plan comparison
Cap table management
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| Launch | Build | Grow | Scale |
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| Cap table |
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| Electronic securities |
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| Electronic exercising |
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| Equity plan generation |
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| Security holder management |
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| Transactions auto-update cap table |
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Compliance
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| Launch | Build | Grow | Scale |
|---|---|---|---|---|
| 83(b) for founders |
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| 83(b) form (employees) |
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| Form 3921 |
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| ISO disqualification check |
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| Standard 409A valuation and refreshes |
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| 409A audit support |
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| ASC 718 audit support |
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| Rule 701 management |
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Shareholder management
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| Launch | Build | Grow | Scale |
|---|---|---|---|---|
| Data room |
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| Board consents |
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| Communications center |
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| Board meetings |
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Insights and reporting
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| Launch | Build | Grow | Scale |
|---|---|---|---|---|
| Equity reporting |
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| Funding benchmarks |
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| Scenario modeling - SAFE Financing |
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| Scenario modeling - Priced Round |
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| Deal Pro Forma |
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| Waterfall modeling |
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| GAAP Financial Reporting (ASC-718) |
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| IFRS Financial Reporting |
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Financial transactions
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| Launch | Build | Grow | Scale |
|---|---|---|---|---|
| SEC transfer agent |
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| Stock exercising and repurchasing |
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| Stock transfers |
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| ACH and wire transfers |
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System integrations
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| Launch | Build | Grow | Scale |
|---|---|---|---|---|
| HRIS integration |
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| Payroll integration |
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Customer support
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| Launch | Build | Grow | Scale |
|---|---|---|---|---|
| Premier support |
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Additional products
Total Compensation Add-on or sold separately
Now available to purchase as an add-on to Cap Table or sold separately for those not on the Carta platform.
| Send offer letters |
| Access salary and equity benchmarks |
| Provide employee comp transparency |
Equity Advisory Add-on
| 1:1 sessions with Equity Tax Advisors |
| On demand education |
| Company-wide equity education webinar |
Liquidity Add-on
| Tender Offers |
| IPO Advisory |
QSBS Attestation Add-on
| Personalized QSBS attestation letters |
| Identification of QSBS-eligible shares |
| Automatic eligibility checks with every 409A |
| Centralized admin dashboard |
| Access expert support |
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Manage ownership for your company or fund
DISCLOSURE: This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.
©2023 eShares, Inc. dba Carta, Inc. All rights reserved.