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

Learn more
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

Fund Formations

Form your fund, administer closings and execute capital calls

Carta Carry

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

Learn more
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

Read more
PRICING & PLANS

For Equity Management

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

View details

For Fund Management

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

View details
Fundraising with SAFEs

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

Learn more
LEARN
FREE TOOLS
- Startup Stack
FOR PARTNERS
- Carta for Partners
- API Developer Platform
  
  New
SUPPORT
COMPANY
PEOPLE
NEWS
- Product release notes
- Press
Innovators Summit

View the conversations, panels, and interviews from the Summit

Watch now

Sign In
Request a demo

Blog Overview

See all of our blog posts in all categories by date.

Blog: All

Want to see how Carta works?

Additional Products

Benchmarking
Total Rewards Statement
Tender Offers
Scenario Modelling
Portfolio Insights

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)?

Company

About us
Executive team
Careers
Press
Support Documentation
Product release notes

Legal

Privacy Policy
Cookie Policy
Legal Disclosure
Terms of Service
E-sign Consent
GDPR Compliance
FINRA BrokerCheck - Carta Capital Markets, LLC
Supplier Terms

Security & Trust

Responsible Disclosure Policy
Cap Table: Data Privacy & Protection
Trust Center

United States / Americas
Asia Pacific
United Kingdom / EMEA

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.

© 2024 eShares, Inc. DBA Carta, Inc.