For Companies

For Venture Capitalists

For Private Equity

For LLCs
For Companies

All Equity Management

From issuing early equity to IPO, build and scale your business on one platform

Cap Table Management

Issue, track, and process payments for your company's equity securely

409A Valuations

Enter audits with confidence with tailored, cost-effective valuations

SAFE Financings

Issue SAFEs, collect signatures, and move money securely on one platform

Financial Reporting

Generate your latest stock-based compensation reports in a few clicks

Equity Advisory

Empower your team with actionable tax and equity knowledge

Total Compensation

Get reliable salary and equity benchmarks

Liquidity

Execute secondary transactions that fully integrate with your cap table

QSBS Attestation

Optimize your equity tax benefit with the QSBS tax exemption

Launch

For early-stage founders to manage equity and build their cap table

Get started for free
For Venture Capitalists

All Venture Capital

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

Fund Administration

Automate your back office with solutions from scenario modeling to closings

Fund Formations

Form your fund, administer the first close, and execute capital calls in six weeks

Fund Tax

Unlock a seamless tax season with your fund accounting and taxes in one place

SPVs

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

ASC 820

Get audit-ready valuations for consistent financial reporting

Capital Call Line of Credit

Access capital outside your regular call cadence

Carta Carry
App

Track tasks, message fund admins, and make approvals-from anywhere

Learn more
For Private Equity

All Private Equity

View, track, and manage multi-entity LLC ownership or your PE fund

Fund Administration

Automate your back office with solutions from scenario modeling to closings

Fund Tax

Unlock a seamless tax season with your fund accounting and taxes in one place

ASC 820

Get audit-ready valuations for consistent financial reporting

Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

Waterfall Modeling

Run any waterfall model with a bespoke modeling engine.

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Distributions

Streamline distributions through cap table and waterfall integration

PFA Rules
Free

Learn more about new private fund adviser rules and what these changes mean for your fund

Watch webinar
For LLCs

All Equity Management for LLCs

Track, manage, and view multi-entity ownership structures in one place

Cap Table Management

Manage equity plans with diverse vesting schedules and distribution rules

Waterfall Modeling

Run any waterfall model with a bespoke modeling engine

Distributions

Streamline distributions through cap table and waterfall integration

Valuations

Get audit-ready 409A, liquidation threshold, or profit interest valuations

Financial Reporting

Generate automated and audit-defensible ASC 718 reports

Employee equity guide

Learn how to build an employee equity plan that is right for you

Learn more
BY ROLE

For Founders

Find solutions to build and scale your business-from issuing equity to IPO

For Investors

Leverage solutions to support firms at every stage to spend more time on deals

For Law Firms

Help your clients issue equity, keep cap tables up to date, and stay compliant
BY INDUSTRY

Finance

Access tools and services from audit-ready valuations to compliance support

HR

Get tailored solutions, from extending offers to answering equity questions

Healthcare

Streamline how you manage equity, stay IRS compliant, and generate reports
Fundraising

Get tools and services for an easier and more cost-effective fundraise

Learn more
PRICING & PLANS

For Companies

Find the solutions you need to drive your business forward at any stage

View details

For Venture Capitalists

Providing VCs with an automated back office to help them run funds of any size

View details

For Private Equity and LLCs

Built for LLCs, PE-backed companies, and PE funds to manage ownership

View details
Launch

For early-stage founders to manage equity and build their cap table

Get started for free
LEARN
FREE TOOLS
FOR PARTNERS
SUPPORT
COMPANY
PEOPLE
NEWS
- Product release notes
- Press
Innovators Summit

View the conversations, panels, and interviews from the Summit

Watch now

Sign In
Request a demo

Classroom /Results

Search results

70 entries found

EquityEmployee

Employee Resource Center

June 2024

Cashless exercise

Learn how a cashless exercise of stock options works, including tax implications to consider when exercising ISOs or...

View

Equity Education

May 2024

Employee stock ownership plans (ESOP)

This article explores how ESOPs work in different countries. Whether you’re setting up an employee stock ownership...

View

Equity Education

April 2024

Restricted stock awards (RSA)

Restricted stock awards are a type of restricted stock equity award. Learn how vesting, taxes, and termination work for...

The tax implications of an 83(b) election vary by the type of equity you hold. In this article, we cover important due...

An equity refresh grant is a stock grant issued to tenured employees. Equity refreshes help retain top performers and...

View

Educational Essentials

April 2024

Stock options

Learn about the different types of stock options companies use to compensate employees: incentive stock options (ISO)...

View

Educational Essentials

April 2024

Advisory shares

Learn how advisory shares work for early-stage companies and download a free advisory agreement template to start...

IRS Form 6251 is a worksheet that helps you determine if you owe AMT and how much. You can also calculate your...

Equity compensation is a non-cash part of overall compensation and benefits. Learn the different types of equity...

View

Educational Essentials

March 2024

Stock vesting

In this article, learn the basics of stock option vesting, how vesting works, vesting schedules, and why it matters for...

View

Employee equity in France: understanding BSPCEs

Equity Education

February 2024

Employee equity in France: understanding BSPCEs

Employee ownership schemes are now available to a wider pool of French workers than ever before, including the most...

View

Understanding equity in German startups & the Future Financing Act

Equity Education

February 2024

Understanding equity in German startups & the Future Financing Act

Learn about equity management in Germany, including ESOPs and VSOPs, and what startups need to know about the Future...

View

1 2 3 4 5 Next

Additional Products

Scenario Modeling
Portfolio Insights

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)?

Carta for Partners

Why Partner?
Become a Partner
Law Firms
Venture Capital
Private Equity
Accelerators
Partner Resources
Startup Stack

Company

About us
Executive team
Careers
Press
Support Documentation
Product release notes

Legal

Privacy Policy
Cookie Policy
Legal Disclosure
Terms of Service
E-sign Consent
GDPR Compliance
FINRA BrokerCheck - Carta Capital Markets, LLC
Supplier Terms

Security

Responsible Disclosure Policy
Cap Table: Data Privacy & Protection

United States / Americas
Asia Pacific
United Kingdom / EMEA

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.