Equity Management for PE

Manage all things equity

Easily issue equity, manage your fund, model waterfalls, and track ownership, whether your company is new or experienced with equity programs.
Hero Equity Management for LLC

Equity solutions that scale with you

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Flexible

Manage different ownership structures and liquidation options.

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Centralized

Work confidently—integrate your cap table, waterfalls, and distributions so you'll never miss a detail.

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Automated

Get increased efficiency and accuracy with a cap table that updates automatically.

Everything you need for fund and equity management

Experiencing an efficiently managed cap table is only the beginning.
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Valuations

Get fast and audit-ready 409A, liquidation threshold, or profit interest valuations on demand and use them to issue equity interests.
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Waterfall Modeling

Save hours of modeling time and get back to growing your business. Create waterfall models that are accurate, transparent, and customized to your operating agreement in a single click.
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Fund Administration

Automate your back office with solutions from scenario modeling, to expert tax and audit support, to closings.
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Fund Tax

Unlock a seamless tax season with your fund accounting and taxes managed in one place.
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Cap Table Management

Track ownership, manage equity plans with different vesting schedules and distribution rules, and pull cap table reports with a few clicks. No spreadsheets required.

Unlock the power of equity to your employees

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You can count on our white glove service to seamlessly move your cap table and equity documents from spreadsheets into the Carta platform.

Expert support and guidance

We're with you every step of the way. Get the help you need through articles, in-app chat, and phone support from our equity management experts.

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Learn more about new private fund adviser rules, the SEC’s broader regulatory agenda, and what these changes mean for your fund in this webinar.

Start managing your equity with Carta

DISCLOSURE: This publication contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.

© 2023 eShares, Inc. dba Carta, Inc. All rights reserved. Reproduction prohibited.