CARTA FOR PRIVATE COMPANIES

Streamline how you manage equity

Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically.

CARTA HELPS 10,000+ COMPANIES MANAGE EQUITY

WHY CARTA?

Partner with equity experts

Your single source of truth

With all equity transactions and information in Carta, your cap table stays up to date with less effort.

Built-in compliance

We help you stay compliant when issuing equity and getting 409A valuations.

Preferred by shareholders

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

CARTA FOR PRIVATE COMPANIES

Beyond cap table management and 409A valuations

Carta helps over 600,000 shareholders manage more than $500 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.

CAP TABLE MANAGEMENT

Manage your cap table with less effort

Carta cap tables update with every transaction. When you start with your cap table on Carta, you’ll avoid expensive legal fees and time-consuming cap table clean up later.

THE LEADER IN 409A VALUATIONS

Get fast, audit-ready 409A valuations

Carta Valuations, LLC has a team of over 50 experienced analysts, who have valued hundreds of billions in assets. Our analysts use proprietary software to deliver fast, cost-effective, accurate 409As.

TENDER OFFERS & SECONDARIES

Offer liquidity on Carta

Carta makes it easy to give your shareholders liquidity. With your cap table already on Carta, running secondary transactions and tender offers is a streamlined experience for all participants.

BOARD MANAGEMENT & GOVERNANCE

Streamline board meetings and approvals

With Carta board management, you can plan and manage meetings, get resolutions approved, and securely share documents. Since Carta already works with thousands of investors, many of your board members already use Carta, making it easy to get everyone on board.

FORM 3921

File Form 3921 with the IRS

Companies must provide Form 3921s for each exercise of incentive stock options during the year. Carta makes it easy to generate, distribute, and file Form 3921.

ASC 718

Audit-ready expense accounting

With your cap table on Carta, ASC 718 reports can be generated quickly. Our reports include all formulas for your auditors to reference.

JOIN CARTA

Start managing your equity on Carta


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.