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 * Products
   Equity Management
   Fund Management
   Equity Management
   All Equity Management
   
   Build and scale your business on one platform from early equity to expansion
   
    * Cap Table Management
      
      Issue share certificates, prepare reports and model future fundraises
      securely
    * Valuations
      
      Get tailored, cost-effective EMI, CSOP, 409A and growth share valuations
    * EMI Share Plans
      
      Set up your share plan, grant options online and track EMI limits
    * Equity Compliance
      
      Put compliance on auto-pilot with automated registers and direct filings
   
   Introducing Fundraising
   Navigate your next round with expert support and in-built compliance
   Learn more
   
   Fund Management
   All Fund Management
   
   Leverage a suite of products and services to support your VC firm at every
   stage
   
    * Fund Administration
      
      Automate your back office with solutions from capital calls to taxes to
      closings
    * Fund Formations
      
      Form your fund and execute your first close and capital call
    * SPVs
      
      Form, close and administer your SPV in just a few clicks
   
   Expanded tax services
   Now offering VC in-house fund and SPV tax preparation and filing
   Read more
   
   
   
 * Pricing
   
 * Resources
   LEARN
   
    * Carta Classroom
      
      Education
    * Data Desk
      
    * Blog
      
    * Events & webinars
      
    * Case studies
      
   
   FREE TOOLS
   
    * Startup Stack
      
   
   FOR PARTNERS
   
    * Carta for Partners
      
    * API Developer Platform
      
      New
   
   SUPPORT
   
    * Contact support
      
    * Support articles
      
    * API documentation
      
    * Community
      
   
   
 * Company
   COMPANY
   
    * About us
      
    * Executive team
      
    * Diversity, equity, and inclusion
      
   
   PEOPLE
   
    * Life at Carta
      
    * Careers
      
    * Engineering
      
   
   NEWS
   
    * Product release notes
      
    * Press
      
   
   Innovators Summit
   View the conversations, panels, and interviews from the Summit
   Watch now
   
   

 * Sign In
 * Request a demo

Agreements


CAPDESK EMAIL POLICY


EMAILS FROM CAPDESK

When you sign up with Capdesk, we will ask you for your consent to enroll you in
our subscription lists, including, but not limited to: product, support,
promotions, and sales-related emails.

We only send out material that we think is relevant and useful to you.

You can always unsubscribe from some or all email types at any point. Simply
click ‘Manage Preferences’ at the bottom of any email you receive from Capdesk
and adjust your settings as desired.

If you have a user account on Capdesk, we may also send you user account-related
email, such as emails for resetting passwords. If you close your account, we
won’t send you account-related emails. (Read our User Terms)

You are also encouraged to Read our Privacy Statement.

 


EMAIL FROM COMPANIES COMMUNICATING VIA CAPDESK

Capdesk is a platform where companies can register personal data, such as
emails, about company stakeholders, such as shareholders. A central function of
Capdesk is the possibility of letting companies communicate with their
shareholders with news updates sent out via email. Another central function is
that companies can invite registered stakeholders to join Capdesk, create a user
account, and follow the company in more detail.

Therefore, you may receive company-generated emails sent via Capdesk. You can
unsubscribe from such communication:

 * If you have a Capdesk account, you can unsubscribe by adjusting your mail
   preferences.
 * If you do not have an account, to successfully unsubscribe, you need to sign
   up on Capdesk, so we can save your email preferences. It’s easy, but we can
   also help you.


LAST UPDATED

November 22nd, 2023

Featured Blogs
 * What is a 409A valuation?
 * What is a cap table?
 * What are advisory shares?
 * What are stock options?
 * How are stock options taxed?
 * Exercising stock options
 * What is vesting?
 * What is a SAFE?
 * Pre-money vs post-money SAFEs
 * What is Internal Rate of Return (IRR)?

Company
 * About us
 * Executive team
 * Careers
 * Press
 * Support
 * Product release notes

Capdesk Legal
 * Capdesk Privacy Statement
 * Capdesk Terms of Use
 * Capdesk Customer Agreement
 * Capdesk Document Generation Terms
 * Capdesk Data Security & Privacy
 * Capdesk Email Policy
 * Capdesk Billing
 * Capdesk GDPR Compliance
 * Capdesk Data Processing Agreement

Legal
 * Privacy Policy
 * Cookie Policy
 * Legal Disclosure
 * Terms of Service
 * E-sign Consent
 * GDPR Compliance
 * FINRA BrokerCheck - Carta Capital Markets, LLC
 * Supplier Terms
   Do not share or sell my personal information (cookie preferences)

Security & Trust
 * Responsible Disclosure Policy
 * Cap Table: Data Privacy & Protection
 * Trust Center

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eShares, Inc. DBA Carta, Inc. (“Carta”) is registered with the U.S. Securities
and Exchange Commission as a transfer agent. 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 Carta 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. Carta
offers certain brokerage services through its wholly owned broker-dealer
subsidiary Carta Capital Markets, LLC (Member: FINRA/SIPC). Contact: eShares,
Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA
94104.

 

© 2023 eShares, Inc. DBA Carta, Inc.

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