Capital call lines resources: Simple pricing, faster closing

Getting a capital call line from a bank typically requires a lot of time and resources to negotiate price and legal terms. Complex fee structures, varying interest rates, and long sales cycles can distract fund managers from what matters most: making deals and supporting founders.

Instead, Carta partners with banks to offer simplified fees and standardized loan documents. Every customer benefits from market-leading rates and fair, transparent terms.

Download our capital call line resources to get:

  • A breakdown of Carta’s fixed pricing philosophy

  • An outline of the streamlined application process

  • A sample term sheet, covering maturity dates, rollover clauses, and collateral requirements for VC and PE funds

Learn more about capital call lines of credit from Carta.

DISCLOSURE: This communication is being sent on behalf of Carta Financial Technologies, LLC (“Carta Financial”), an affiliate of eShares, Inc. dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. Carta Financial offers capital call lines through a strategic partnership with Coastal Community Bank, a Member, FDIC (“Coastal”). If you are approved for a capital call line of credit, Coastal will be your lender. Carta Financial is not providing legal, financial, accounting or tax advice or any other professional advice or service. Neither Carta nor Carta Financial assumes any liability for reliance on the information provided herein. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security.

Coastal’s obligation to provide a capital call line of credit to you will be subject to customary conditions, including but not limited to Coastal’s satisfactory completion of due diligence on you, your general partner and your LPs, there being no material adverse change in your business/financial condition, and final, executed loan documents. Also, by submitting an application for a capital call line of credit, you authorize Carta Financial to review all information about you and your partners that you provide to or receive from any Carta Financial affiliate.

DISCLAIMER: The following terms apply to your use of this document and your agreement to these terms is required before you are permitted to use this document. This document is provided for your reference only and is not intended to serve as legal, tax, or financial advice. You acknowledge and agree that the making available of this document to you by eShares, Inc. dba Carta, Inc. (“Carta”) shall not constitute the provision of legal service or other professional service by Carta. You should seek advice from an attorney licensed in the relevant jurisdiction(s), tax professionals, accounting professionals, and financial professionals before relying on this document. You further agree and acknowledge that this document has not been prepared with your specific circumstances in mind, may not be suitable for use in your business, and does not constitute tax advice. Relying on this document, you assume all risk and liability that may result.

USE OF THIS DOCUMENT IS ENTIRELY AT YOUR OWN RISK. This document is provided “as is” without warranty of any kind, either express, implied, or statutory, including without limitation, warranties of merchantability, fitness for a particular purpose, satisfactory purpose, title or noninfringement. Some jurisdictions do not allow the exclusion of implied warranties, so these exclusions may not apply to you.

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