Product

Carta - Ownership Management

We outgrew eShares so we renamed ourselves Carta. Let me explain why. A bigger market Ultimately property rights and personal rights are the same thing....

Product
Henry Ward

Feature Update: Fractional Shares

Carta now supports fractional shares. Whether you're a C-Corp, LLC, or private equity fund, you can manage your fractional shares on Carta. Fractional shares are...

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Tres Folly

Product update: Carta Financings

Raising a round of financing is a coordination effort between company officers, lawyers, and investors. During a round, it’s important for founders to have...

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Jesse Klein

Carta is now a qualified custodian

Carta Securities LLC is proud to announce that we are now a Qualified Custodian for Registered Investment Advisors (RIA) under SEC Rule 206(4)-2....

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Henry Ward

Introducing: Deal Room

For any major transaction your company runs (tender offers, funding rounds, acquisitions, etc.), there are disclosures and documents that need to be shared with your...

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James Seely

Carta Safekeeping Services

Carta was founded with the belief that investors shouldn’t have to spend time managing paper stock certificates. But, until all private companies are managing...

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Sean Moran

Carta mobile sign up for employees

Today we are announcing that users new to Carta can now create an account straight from the mobile app. Employees are seamlessly introduced to the...

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Julia Blanco

Introducing: Carta for Founders

Today we launched Carta for Founders, a streamlined version of Carta for brand new startups priced at $100 annually. Carta for Founders includes our core...

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James Seely

New sidebar navigation

People use Carta for multiple and distinct reasons. Equity managers issue stock on behalf of a company while also maintaining a portfolio of their own....

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Jesse Klein

Manage capital calls on Carta

In the past, initiating a capital call meant manually preparing notices and informing each of your investors over email. Keeping track of which partners had...

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Kevin Siriyarn

Why companies are connecting their financials to Carta

Over 1,200 companies have connected their financial accounting systems to Carta, and hundreds more are connecting theirs each month. This post offers a brief...

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Jordan Agnew

What’s new in Carta 4

This year we redesigned Carta for the fourth time, and we’re excited to show you around! Here are a few of the biggest changes...

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The Carta Team

Carta Investor Services

When investing in a public company, it’s easy to track your holdings. Just place an order and monitor its performance immediately. Everything is automated:...

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Sean Moran

Introducing Carta 4

On April 22nd we are releasing Carta 4, our new platform design. Carta 4 improves navigation and information clarity. For a detailed list of changes,...

Product
Josh Merrill

Sign board approvals from your iPhone

Directors have always been able to sign board approvals on Carta. Now they can sign them using Carta for iPhone. The mobile workflow just takes...

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Stephanie Van

Carta for Law Firms

Carta for Law Firms lets law firms analyze data and manage permissions across all their clients. As an Carta law firm partner, you receive up...

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The Carta Team

Carta for iPhone Update

Carta for iPhone is now available for employees and investors. Download the app to view your portfolio, see individual security details, and explore our educational...

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James Seely

Securely share K-1s with your investors

Carta makes it easy for funds to manage investor documents and communications. As tax season approaches, you can use Carta to send out K-1s to...

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Nathan Parcells

Exercise Workflow

Whether you are exercising options or a company administrator answering equity questions, our new exercise work flow is for you. This update includes an easier...

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Nathan Parcells

Help Center

Carta is broken into three business units--corporate, valuations, and investor services. Each unit has its own Account Managers who are industry experts and respond to...

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Nathan Parcells

Manage Documents in Your Personal Portfolio

Carta is releasing a new documents section for employee portfolios. This section makes it simple for companies to distribute tax documents to employees and for...

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Nathan Parcells

Contacting security issuers in Carta

If you have questions about securities on Carta, you can now contact the issuer directly from the security. This makes it easier to resolve issues...

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James Seely

Carta for iPhone

If you have an investment firm on Carta, you can now access your investments directly from your iPhone. Here’s a quick look at the...

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The Carta Team

Connecting Carta to Zenefits

Carta now integrates with Zenefits, the all-in-one HR platform. Connecting Zenefits and Carta notifies the right people at the right times. Here are the key...

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James Seely

Feature Update: Personal Portfolio

We just finished redesigning the Carta portfolio. We changed a few of the existing elements and added some new ones to make viewing your securities...

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James Seely

Feature Update: Board Approvals

Since releasing our Board Approvals feature, we’ve received a lot of great feedback from customers. We recently made a few improvements to build this...

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James Seely

Reminder that our new pricing starts July 1

When we announced in February that we were retiring our $20-per-security plan, we gave customers a free service period. I wanted to remind you that...

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Josh Merrill