Apr 3, 2024 · US GAAP Reporting · Fully executed closing set for portfolio company investments (e.g., countersigned purchase agreement, articles of ...
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Sep 20, 2023 · Industry and geography details as well as updated contact info for all portfolio holdings; Fund's valuation policy and valuation support to ...
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Mar 23, 2023 · SERVICE. CARTA RESPONSIBILITIES. CLIENT RESPONSIBILITIES. Maintain accounting books and records. Maintain and update schedule of investments ...
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Apr 9, 2024 · * Carta can provide introductions to a third party service provider who will assist you with preparation and filing of your Form D, blue sky ...
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Mar 12, 2024 · Client Responsibilities · Client shall provide Carta with the entity's previous tax documents, if available. · Client must confirm the fund's data ...
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Aug 28, 2023 · Carta will provide support for varied fund sectors and strategies, such as: Direct investments in private companies; Indirect investments in ...
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Jul 25, 2023 · DBA Carta, Inc. (“Carta”) is registered with the U.S. Securities and Exchange Commission as a transfer agent. The services and information ...
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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 ...
The proposal, if adopted, would allow plan administrators who satisfy specified conditions to provide participants and beneficiaries with a notice that certain ...
These principles help provide guidance whenever automated systems can meaningfully impact the public's rights, opportunities, or access to critical needs. Safe ...
Manage Your Cap Table, Issue Securities, Get 409a Valuations & Stay Compliant With Carta. We’re Always Evolving Our Suite of Products to...