Flexible
Manage different ownership structures and liquidation options.
Equity Management for LLCS
Manage all things equity
Easily issue equity and track ownership, whether your company is just getting started or is long-established with multiple entities.
Everything you need to manage equity
Experiencing an efficiently managed cap table is only the beginning.
Cap Table Management
Track ownership, manage equity plans with different vesting schedules and distribution rules, and pull cap table reports with a few clicks. No spreadsheets required.
Waterfall Modeling
Reclaim countless hours of modeling time, so you can focus on your core business. Create waterfall models that are accurate, transparent, and customized to your operating agreement in a single click.
Distributions
Manage distributions with less effort with full cap table and waterfall integration so you can calculate amounts, communicate with stakeholders, and track balances in one place.
Valuations
Get fast and compliant 409A, liquidation threshold, or profit interest valuations on demand and use them to issue equity interests.
Financial Reporting
Simplify ASC 718 stock-based compensation reporting with automated and audit-defensible financial reports for profits interests on your single source of truth cap table.
Unlock the power of equity to your employees
Get up and running quickly
Get up and running quickly
You can count on our white glove service to seamlessly move your cap table and equity documents from spreadsheets into the Carta platform.
Expert support and guidance
Expert support and guidance
We're with you every step of the way. Get the help you need through articles, in-app chat, and phone support from our equity management experts.
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FAQs
You have questions, we have resources and answers.
Why is a cap table important for an LLC?
A cap table serves as the foundation for managing ownership, equity transactions, and compliance requirements. It becomes essential when bringing in new members, processing exits, or making distributions according to your operating agreement.
If your company wants to issue equity, profit interests or other ownership instruments, managing your cap table on Carta will give your company the automation and accuracy it needs as your organization scales.
Do I need to be on the Carta platform to access add-on products?
Yes, you need to be onboarded onto Carta LLC to request valuations, pull ASC 718 financial reports, and run waterfall models because your up-to-date cap table is an essential input for all of these.
Learn more about pricing for LLCs here.
What types of securities can be managed on Carta?
You can manage profit interests, management incentive units, capital interests, phantom units, UARs/EARs, options, preferred units, common units, and LTIPS.
How does ownership management across multiple entities work?
Carta is built to track all of your entities ownership in one account. Admins can toggle between cap tables and view multi-entity ownership structures in one place.
What asset classes does Carta support?
Carta has comprehensive solutions for Venture Capital, Private Equity, and Private Credit funds.
Start managing your equity with Carta
DISCLOSURE: This publication contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.
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