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Product

Meet Carta for public companies

Carta has gone public—to clarify, we’ve entered the public markets with our latest product. Over the past few years, we’ve transformed how...

Company
Scott Harrigan

Employment tenure at startups

By: Miguel Socias and Ry Sullivan That promising candidate finally agreed to join your startup. The contract ink is still wet, and there are smiles...

Product
Ry Sullivan

Introducing Carta’s new navigation

Starting March 4th, we will roll out a navigation update to Carta. Redesigning any feature is an introspective undertaking, particularly when working on an update...

Product
Ry Sullivan

Securely share K-1s through Carta

Traditionally, sensitive tax documents like Schedules K-1 are sent manually via email and regular mail. Besides numerous security vulnerabilities, these methods are also extremely time-consuming...

Product
Tyler Ferrier

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...

Product
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...

Product
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....

Product
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...

Product
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...

Product
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...

Product
Julia Blanco

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....

Product
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...

Product
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...

Product
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...

Product
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:...

Product
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...

Product
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...

Product
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...

Product
James Seely

Carta option 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...

Product
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...

Product
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...

Product
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...

Product
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...

Product
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...

Product
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...

Product
James Seely