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Category: Product education

Board consents on Carta

With our updated board resolutions product, we’re making it even easier to get board approval on option grants, 409A valuations, and any other resolutions or exhibits.

Building Fund Admin

By marrying service and technology, we set out to create a system of record for fund managers and their investors.

How to add companies to Carta Launch

Law firms can add clients directly to Carta Launch in just a few minutes—directly from their law firm account. Clients will need to upgrade from

Carta vs Captable.io

As a growing company, the last thing you want to do when your equity management needs change is to switch over to a new platform.

Find your metrics faster with our new investor design

We’ve made it easier for investors to navigate and track their portfolio.

Carta vs Shareworks

Carta makes it easier to keep your cap table up to date and stay compliant throughout your company’s lifecycle.

Exercising options made simpler on Carta

Learn about the improvements we’ve made to the Carta employee exercising flow, including educational content, estimated tax breakdowns, and more.

What to look for in a 409A report (free sample report)

Download our sample 409A report to see what a complete 409A report looks like and help guide your evaluation of 409A providers.

Improving the Carta experience for law firms

Learn more about our recent product improvements we made on Carta for our law firm partners.

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eShares, Inc. DBA Carta, Inc. is 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. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.