Andre Lopez

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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Andre Lopez

Latest from Andre Lopez

Product Education

June 2024

Migrating your fund to Carta

There are several reasons why funds change fund administrators. Here’s a guide to understanding when, why, and how to switch.

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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.