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Cap table |
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Electronic securities |
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Electronic exercising |
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Equity plan generation |
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Security holder management |
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Transactions auto-update cap table |
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83(b) for founders |
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83(b) electronic filing (employees) |
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Form 3921 |
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ISO disqualification check |
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Standard 409A valuation and refreshes |
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Complex 409A valuation |
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409A audit support |
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ASC 718 audit support |
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Rule 701 management |
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Data room |
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Board consents |
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Communications center |
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Deal Pro Forma |
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Equity reporting |
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Funding benchmarks |
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Scenario modeling - SAFE Financing |
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Scenario modeling - Priced Round |
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Waterfall modeling |
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GAAP Financial Reporting (ASC-718) |
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IFRS Financial Reporting |
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SEC transfer agent |
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Stock exercising and repurchasing |
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Stock transfers |
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ACH and wire transfers |
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HRIS integration |
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Payroll integration |
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Premier support |
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Send offer letters |
Access salary and equity benchmarks |
Provide employee comp transparency |
1:1 sessions with Equity Tax Advisors |
On demand education |
Company-wide equity education webinar |
Tender Offers |
IPO Advisory |
Personalized QSBS attestation letters |
Identification of QSBS-eligible shares |
Automatic eligibility checks with every 409A |
Centralized admin dashboard |
Access expert support |
DISCLOSURE: This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.
©2023 eShares, Inc. dba Carta, Inc. All rights reserved.