Explore by topic

Category: Product education

Secondary market liquidity and fair market value

Carta is leading the next evolution in private market liquidity with the launch of CartaX in the first quarter of 2021. Learn more.

Modernizing 409A valuations for early-stage companies

Technology has changed how we procure essential goods and services, from how we do our taxes to how we order lunch. Getting a 409A valuation

Q3 investors product update

At Carta, we’re always searching for ways to improve our products and services. We work hard to ensure our customers have an excellent experience by

The Carta 409A valuation process

In this post, we fully detail the Carta 409A valuation process from initial request to an audit-defensible final report.

Free calibration tool for valuations

Carta has created a free calibration tool to estimate the changes in your portfolio companies’ values quickly and in bulk. Learn more and try it out.

New, more intuitive LP experience

We’ve made it easier for your LPs to quickly and securely access documents and fund-level performance data.

Enterprise valuations with Carta

With over 15,000 valuations completed, late-stage companies on Carta can be confident that our dedicated, in-house team of analysts will provide exceptional service and audit support when delivering a 409A valuation.

Corporations update Q1 2020

We’re excited to introduce quarterly product roundups, where we’ll go over the latest and greatest updates to the platform.

Get a capital call line of credit in one day

At Carta, we’re now offering capital call lines. Learn more, and see if you’re eligible.

Companies

Investors

Resources

Partners

About Us

Legal

The latest Carta news, articles, sent to you once a month

Blog

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.