Log in

Request a Demo

Carta for Private Equity Firms

Manage your portfolio companies all in one platform

With a central system to manage your entire portfolio, Carta allows you to keep tabs on each company, see cap tables in real-time, and view your consolidated portfolio — all from one place. Let us know how we can help you manage your portfolio.
LEARN MORE

How does Carta help you manage equity?

Centralized source of truth

With all equity transactions taking place on Carta, cap tables are updated automatically and always accurate.

Streamline your equity issuance

Deal teams can spend less time updating cap tables and issuing securities, giving them time back to focus on making deals.

Preferred by stakeholders

Participants are kept up to date with in-app communications and are able to easily accept securities and track their vesting.

Automate K-1 distributions

Instead of manually sending K-1s every year, Carta will securely send them for you.

Waterfall modeling

Plan for the future. Understand the payout at various exit scenarios and run quarterly valuations.

Audit-ready valuations

Get fast liquidation threshold and profit interest valuations.

OUR INVESTORS

Meet a few of our investors

Carta’s investors have helped us grow from our first customer to over 28,000 companies and 1.5 million security holders. We are proud to have them with us as we map the global ownership network.
PE Partners 1
PE Partners 2
PE Partners 3
PE Partners 4
PE Partners 5

CARTA FOR INVESTORS

Manage your portfolio and back office on Carta

Carta is not just for your portfolio companies. We help thousands of investors with equity management, fund administration, ASC 820 valuations, and portfolio management and analytics.
LEARN MORE

WORK WITH CARTA

See how Carta can help you streamline your portfolio operations.

Our team will work with you to tailor a solution suited to your portfolio and fund structure. We can work across equity structures, investment strategies, and operating practices.
CONTACT THE TEAM
Resources
Partners
About Us
Legal
Blog
Facebook-square Linkedin Twitter

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.