Odyssey Transfer and Trust Company, a leading North American transfer agent and trust company, is pleased to announce an exclusive partnership with Carta, the software platform purpose-built for private capital.
The collaboration combines Carta’s cap table infrastructure with Odyssey’s expertise in IPOs and public markets across North America, creating a seamless, end-to-end transfer agency solution for private companies preparing to go public. Private companies using Carta to manage their cap tables will have a clear pathway to go public with a seamless transition to Odyssey’s full-service transfer agent and trust services, as well as shareholder support. This critical step for IPOs ensures regulatory compliance, business continuity, and a smooth entry into the public markets.
This collaboration comes at a crucial moment in the public-markets ecosystem. IPO activity has increased for two years in a row heading into 2025, and a backlog of private companies and significant investor demand for liquidity suggest the trend will continue this year. With momentum gaining in public markets, Odyssey and Carta are well-positioned to provide the next generation of issuers with the tools, insights, and ongoing support essential for success.
“At Odyssey, we work with companies at one of the most transformative stages in their journey,” said Jenna Kaye, CEO of Odyssey Trust Company. “This collaboration with Carta delivers an integrated, frictionless experience from private startup to publicly traded issuer, backed by deep expertise and a shared commitment to client success throughout the capital markets lifecycle.”
Carta’s software provides tools for cap table management, valuations, equity compensation and liquidity planning and is trusted by more than 50,000 companies. Under this new partnership, Carta will refer clients preparing for an IPO to Odyssey as its exclusive partner for public company transfer agent services.
“Our partnership with Odyssey marks an important milestone in Carta’s continued focus to support companies through every stage of their journey from private to public,” said Charly Kevers, Chief Financial Officer, Carta. “As our preferred North American transfer agent for IPO-ready companies, Odyssey brings expertise in shareholder support and regulatory compliance. Together, we’re delivering a seamless experience, integrating best-in-class technology with trusted services to support a successful transition to a public transfer agent.”
DISCLOSURE: This communication is on behalf of eShares, Inc. dba Carta, Inc. ("Carta"). This communication is for informational purposes only, and contains general information only. Carta is not, by means of this communication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein. ©2025 Carta. All rights reserved. Reproduction prohibited.
