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Portfolio company VALUATIONS

Stay compliant with our team of valuation experts ​

Our self-service tool or full-service team of experts create audit-ready valuations you can be confident in. We’ve worked closely with auditors to develop trusted software.
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WHY CARTA FOR VALUATIONS?

Manage your back office in one place

Experienced team

Our team of experts has delivered more than 20,000 valuations over the course of their careers.

Audit-ready

Carta partners with auditors to ensure our valuations are audit-ready and our calculations are defensible.

Best-in-class technology

Increase efficiency and save time. Our software enables you to produce valuations quickly and accurately.

TRUSTED BY TOP VC FIRMS

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CARTA’S VALUATION TEAM

Reliable team. Extensive experience.

We understand valuations

An experienced, dedicated analyst will help you understand the valuation process used to arrive at the fair value of your investment.

We’re here to support you

We’ll make sure that you’re confident in your valuations. Ask us any questions you may have about our approach, methodology, or report.
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valuations audit

AUDIT-READINESS

Trusted by auditors

Dependable process

We’ve worked closely with global auditors, including the Big 4, to ensure our valuation software performs valuations inline with industry best practices.

Trustworthy team

Auditors trust Carta because of our robust software and superior service. We’ll partner with you to understand your needs.

Portfolio company VALUATION TECHNOLOGY

Best-in-class technology

Consistent, accurate reporting

Our software offers comprehensive reporting that can be tailored to your fund’s requirements, so you can ensure consistency in valuations across your fund.

Intuitive platform

Carta’s intuitive platform allows you to produce audit-ready portfolio company valuations on your own. Our self-service tool will guide you step-by-step through each valuation.

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Kick off the portfolio company valuation process

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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.