Carta Report Builder

Pull the data you need, faster

If you need more insight into your equity data, Carta’s report builder allows customers to create personalized reports with flexible columns and filters.


Customize reports to fit your needs

For clients that need more precise reporting, Carta’s report builder allows clients to create personalized reports through custom columns and filters. Now, when clients need a specific set of data, they can use Carta’s report builder to view and export that exact data set. The report builder eliminates the hassle of exporting multiple reports and reduces the client’s manual effort in excel.

Understand your equity

Easily locate a specific set of data to better understand your cap table.

Spend less time in spreadsheets

Set up the reports you need once and reduce time manipulating data in a spreadsheet.

Make better decisions

Get the insights you need to make more informed decisions about your company’s equity.


Custom reporting, whenever you need it

Create filters for your reports

Before exporting a report to excel, set the filters first and then view the report either in Carta or excel.

Stay organized

Organize reports in folders and search saved reports for easy access.


Easy to understand reports

Choose only the columns you need

Some reports and datasets can become overwhelming very fast. To see only the data you need, select the columns first.


Get in touch to discuss plans and pricing

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.