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Equity Management Solutions - Equity Plans, Cap Tables & 409A | Carta Companies Plans & pricing Cap table management 409A valuations Scenario modeling ASC 718 reporting Private company liquidity See all features Investors Plans & pricing Fund administration Scenario modeling ASC 820 See all features Partners Why partner with Carta? Law partners VC partners Become a partner Resources Video tour Customer testimonials Blog Support Employee resources Founder resources About us Company Press Contact Careers Apple App Store Google Play CARTA EQUITY MANAGEMENT eShares is now Carta Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. GET A DEMO Private Companies Streamline how you manage equity from founding to IPO Cap table software, secondaries & 409A valuations Lawyers Manage equity with your clients Built-in compliance checks, streamlined workflows & discounts for your clients Investors Modernize how you manage your portfolio and back office Safekeeping, portfolio insights, fund admin & ASC 820 BEYOND CAP TABLE MANAGEMENT Trusted by over 12,000 companies & investors Carta, formerly eShares, changes how companies, investors, and employees manage equity and ownership. With Carta, cap tables stay up to date, valuations are fast and audit-ready, offering liquidity is simple, and shareholders know what they own. Over 800,000 shareholders track hundreds of billions of dollars in equity on Carta, and we’re just getting started . Trusted by over 14,000 companies FEATURES One platform, everything you need to manage equity Cap table management The source of truth for your company’s equity 409A valuations The leader in audit-ready, fast, cost-effective 409As Liquidity Offer liquidity by running one-off transactions, tender offers, and stock buybacks Transfer agent Carta is an SEC-registered transfer agent with best-in-class software Electronic securities Issue electronic securities to stakeholders, who can accept and exercise on Carta Scenario modeling Sensitivity and breakpoint analysis, payout and dilution modeling Fund administration Full-service fund accounting with real-time views of your financials Portfolio dashboard Portfolio data collection and a dashboard showing performance ASC 820 Accurate, on-time valuations from our team of experienced analysts JOIN CARTA Get in touch to discuss plans and pricing REQUEST A DEMO TAKE A VIDEO TOUR Products -- Companies Plans & pricing Cap table management 409A valuations Scenario modeling Board consents Liquidity Carta vs. Capshare Carta vs. Shareworks Products for public companies Investors Plans & pricing Fund administration Scenario modeling ASC 820 Certificate safekeeping Resources -- Resources Request a demo Video tour Support Employee resources Founder resources Company -- PARTNERS Law firm partners VC partners About us Company Careers Press Contact us Legal Terms of Service E-sign Consent Privacy Policy Legal Disclosure Compliance FINRA’s BrokerCheck Subscribe The latest Carta news, articles, sent to you once a month Thanks, you are now subscribed to Carta emails. BLOG How to create a cap table (free cap table template) What is a cap table? What is a 409A valuation? What is ASC 820? How VC funds calculate their internal rate of return (IRR) The accredited investor requirement needs to change What is vesting? What is a tender offer? Overview of RSAs vs. RSUs Fund administration is broken How to value your equity offer (free startup equity calculator) Facebook LinkedIn Twitter 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. © 2020 ESHARES, INC. DBA CARTA, INC....