Adam Morris

Equity Management

Fund Management
Equity Management

All Equity Management

Build and scale your business on one platform from early equity to expansion

Cap Table Management

Issue share certificates, prepare reports and model future fundraises securely

Valuations

Get tailored, cost-effective EMI, CSOP, 409A and growth share valuations

EMI Share Plans

Set up your share plan, grant options online and track EMI limits

Equity Compliance

Put compliance on auto-pilot with automated registers and direct filings

Introducing Fundraising

Navigate your next round with expert support and in-built compliance

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Fund Management

All Fund Management

Leverage a suite of products and services to support your VC firm at every stage

Fund Administration

Automate your back office with solutions from capital calls to taxes to closings

Fund Formations

Form your fund and execute your first close and capital call

SPVs

Form, close and administer your SPV in just a few clicks

Forecasting & Planning

Guide your fund’s strategy with data-driven precision

Expanded tax services

Now offering VC in-house fund and SPV tax preparation and filing

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Introducing Fundraising

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Adam Morris

Adam Morris is a senior editor at Carta.

Adam Morris is a senior editor at Carta.

Latest from Adam Morris

Policy Insights: Emerging VC fund managers

Policy Insights: Emerging VC fund managers

Emerging managers are critical to expanding the innovation economy and driving U.S. competitiveness. Carta advocates for better policies to support them.

Fund I report: 2021 year in review

Data & Research

Fund I report: 2021 year in review

Carta’s first Fund I report analyzes how VC trends are reshaping the market for first funds and emerging managers.

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.

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