The Carta Team

Equity Management

Fund Management
Equity Management

All Equity Management

From issuing early equity to IPO, build and scale your business on one platform

Cap Table Management

Issue, track, and manage your company's equity securely

Valuations

Be audit-ready with fast, cost-effective IFRS and 409A valuations

SAFE Financings

Generate and issue SAFEs with real-time tracking securely from one platform

Financial Reporting

Generate your stock-based compensation reports in a few clicks

Total Compensation

Get reliable salary and equity benchmarks

Liquidity

Execute secondary transactions that fully integrate with your cap table

SPV & Corp Sec

Simplify your equity management by consolidating into a single SPV

Information Service Agent

Get end-to-end guidance on secondary transactions

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Fund Management

All Fund Management

Run funds at every stage from formation to close

Fund Administration

Automate your back office with solutions from scenario modeling to closings

Forecasting & Planning

Guide your fund’s strategy with data-driven precision

Fund Formations

Form your fund, administer closings and execute capital calls

Carta Carry

Track tasks, message fund admins, and make approvals - from anywhere

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BY ROLE

Founder

Find solutions to build and scale your business — from issuing equity to IPO

Investor

Leverage solutions to support investors at any stage to spend more time on deals

Law Firm

Help your clients issue equity, keep cap tables up to date and stay compliant
BY INDUSTRY

Finance

Access tools and services from audit - ready valuations to compliance support

HR

Get tailored solutions, from extending offers to answering equity questions
Streamline your fundraising

Get tools and services for an easier and more cost-effective fundraise

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PRICING & PLANS

For Equity Management

Find the solutions you need to drive your business forward at any stage

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For Fund Management

Providing investors an automated back office to help them run funds of any size

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Fundraising with SAFEs

Preparing to raise funds? Read our guide to fundraising with SAFEs

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Latest from The Carta Team

featured article

Generate legal agreements and issue interests seamlessly with Carta's tools for LLCs

Learn how Carta’s Agreement Execution tool automates and centralizes the interest-agreement signing process, saving LLCs and interest holders time, effort, and resources.

Carta CEO urges policies to promote private capital in Congressional hearing

Policy

December 2024

Carta CEO urges policies to promote private capital in Congressional hearing

In his remarks at a hearing on technology and the future of finance, Henry Ward outlined how startups and private funds drive American innovation and advocated for expanding opportunities for entrepreneurs and investors.

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Taxation on Employee Stock Ownership Plans (ESOPs) in Southeast Asia

Equity

December 2024

Taxation on Employee Stock Ownership Plans (ESOPs) in Southeast Asia

ESOPs have emerged as a pivotal tool for incentivizing and retaining talent while aligning employee interests with company success. But navigating the taxation complexities in this diverse region can be challenging.

Learn what fully diluted shares are and how to calculate your company's fully diluted share count. We'll also explain key differences between fully diluted shares, authorized shares, and outstanding shares.

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Carta strengthens its commitment to Australia’s startup and investor ecosystem

Announcements

November 2024

Carta strengthens its commitment to Australia’s startup and investor ecosystem

To better serve growing demand in the region, Carta is bolstering its already established presence with additional resources, capabilities, and partnerships.

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Streamlining equity issuance with Carta’s Draft Option API

Announcements

November 2024

Streamlining equity issuance with Carta’s Draft Option API

This integration allows shared customers with our partners to draft option grants and generate legal documents for issuing equity directly from the Carta dashboard.

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Carta announces exclusive streamlined solution with Morgan Stanley at Work for private companies seeking to IPO

Announcements

November 2024

Carta announces exclusive streamlined solution with Morgan Stanley at Work for private companies seeking to IPO

Morgan Stanley at Work to become Carta’s preferred U.S. public equity management platform, aligning world-class cap table management and IPO readiness with public equity compensation solutions and wealth management.

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Additional Products

Benchmarking
Total Rewards Statement
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Scenario Modelling
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Featured Blogs

What is a 409A valuation?
What is a cap table?
What are advisory shares?
What are stock options?
How are stock options taxed?
Exercising stock options
What is vesting?
What is a SAFE?
Pre-money vs post-money SAFEs
What is Internal Rate of Return (IRR)?

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eShares, Inc. DBA Carta, Inc. (“Carta”) is registered with the U.S. Securities and Exchange Commission as a transfer agent. 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 Carta 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. Carta offers certain brokerage services through its wholly owned broker-dealer subsidiary Carta Capital Markets, LLC (Member: FINRA/SIPC). Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.