CARTA FOR PRIVATE COMPANIES

Carta fixes cap tables

Equity management is broken. Manage your cap table, issue securities, and get 409A valuations in one place. As a twist listener,
get 10% off or a free 409a valuation.

Please read the terms and conditions for more information.

CARTA HELPS 10,000+ COMPANIES MANAGE EQUITY

WHY CARTA?

Partner with experts in equity management

Your single source of truth

With all equity transactions and information in Carta, your cap table stays up to date with less effort.

Built-in compliance

We help you stay compliant when issuing equity and getting 409A valuations.

Preferred by shareholders

Employees and investors can accept electronic securities, exercise options, and track vesting schedules.

EQUITY MANAGEMENT FOR PRIVATE COMPANIES

Beyond cap table management and 409A valuations

Carta helps over 600,000 shareholders manage more than $500 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.

CAP TABLE MANAGEMENT FOR PRIVATE COMPANIES

Manage your cap table with less effort

Carta cap tables update with every transaction. When you start with your cap table on Carta, you’ll avoid expensive legal fees and time-consuming cap table clean up later.

THE LEADER IN VALUING PRIVATE COMPANIES

Get fast, audit-ready 409A valuations

Carta Valuations, LLC has a team of over 50 experienced analysts, who have valued hundreds of billions in assets. Our analysts use proprietary software to deliver fast, cost-effective, accurate 409As.

TENDER OFFERS & SECONDARIES

Offer liquidity on Carta

Carta makes it easy to give your shareholders liquidity. With your cap table already on Carta, running secondary transactions and tender offers is a streamlined experience for all participants.

BOARD MANAGEMENT & GOVERNANCE

Streamline board meetings and approvals

With Carta board management, you can plan and manage meetings, get resolutions approved, and securely share documents. Since Carta already works with thousands of investors, many of your board members already use Carta, making it easy to get everyone on board.

FORM 3921

Generate Form 3921 for the IRS

Companies must provide Form 3921s for each exercise of incentive stock options during the year. Carta makes it easy to generate and distribute Form 3921.

ASC 718

Audit-ready expense accounting

With your cap table on Carta, ASC 718 reports can be generated quickly. Our reports include all formulas for your auditors to reference.

JOIN CARTA

Tour Carta’s equity management platform

Offer Terms and Conditions: To be eligible for a 10% discount off your first year’s new subscription to Carta’s services, you must sign up through a qualified page. This offer is valid for new private market and investor services customers only. Carta’s usual subscription terms and conditions apply (see https://carta.com/terms-of-service/).

Carta reserves the right to change or terminate this offer at its sole discretion. Offer may not be used or combined with other coupons, promotions, or special offers. Offer cannot be used for any subscriptions previously entered into. The offer will be deemed fully redeemed once a qualifying subscription has been made. The offer has no cash value and no refunds or cash alternatives will be offered. Not available in all countries. International subscriptions may be subject to approval based on local regulations and policies of country of obligation and Carta’s capabilities, licenses, and regulatory approvals with respect to that country or jurisdiction. The offer is void where prohibited by law. The offer only has value when redeemed in accordance with all terms and conditions of the offer.

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.

© 2019 ESHARES, INC. DBA CARTA, INC.