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Carta Investor Pitch

Carta aims to build the central registry of asset ownership by creating a simple way for issuers to transfer securities online. They issue electronic shares, options, debt, and derivatives and track ownership, restrictions, and shareholder information. Carta also automates approval and compliance processes for new issues, transfers, and settlements. This allows them to track the capitalization table and all issuer liabilities as well as individual owners' portfolios and assets. Their goal is to sell software and financial products into networks of venture capital firms, limited partners, companies, and other asset owners. Carta currently has over $50 million in annual recurring revenue from about 700,000 shareholders and 10,000 subscription customers across 7 offices worldwide.

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356 views23 pages

Carta Investor Pitch

Carta aims to build the central registry of asset ownership by creating a simple way for issuers to transfer securities online. They issue electronic shares, options, debt, and derivatives and track ownership, restrictions, and shareholder information. Carta also automates approval and compliance processes for new issues, transfers, and settlements. This allows them to track the capitalization table and all issuer liabilities as well as individual owners' portfolios and assets. Their goal is to sell software and financial products into networks of venture capital firms, limited partners, companies, and other asset owners. Carta currently has over $50 million in annual recurring revenue from about 700,000 shareholders and 10,000 subscription customers across 7 offices worldwide.

Uploaded by

CLIFF
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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1

Carta investor pitch


The problem

Private Public

$20K $7
The solution
Build the central registry of asset ownership

Henry $100 Shares

Mary $50 Options

Bob $200 Warrant

Bill $1000 Debt

Sam $400 Membership


Units
How?
Create a simple way for issuers to transfer securities online

Ownership
Issuer Owner
We issue electronic shares, options, debt,
and derivatives
And track ownership, restrictions, and
shareholder information
We automate
their approval,
and compliance
Including new issues,
transfers, and settlement
We track the cap table
And all issuer liabilities
We track the
portfolio
And all the owner’s assets
Venture capital is our first network
Fractional ownership industries have strong VC
network effects

VC VC

ks
oc
Company

St
EE
Options

E
Our second network is Limited Partners
Membership in funds is a larger and more
Warrants
valuable network effect LP Company Banks

LP
LP
LP
VC

LP VC VC LP
Membership Units

s
ck
Company

o
E LP

St
Options

Company
E

E E
Sell software and financial products into each
node in the network

Venture Limited
Companies
Firms Partners
And keep going…
As we drill deeper into the asset ownership
graph we enter new categories of assets
Real
Public Estate
Companies
Other
All Private Privately
Companies Held
PE Assets
Transfer
Agents
LPs

VC Employee
Equity

Brokerages
So how are we doing?
Carta at a glance

Founded in
 7 Offices 450



2012 Palo Alto, San Francisco, Seattle, New York,

Salt Lake City, Princeton, Rio de Janeiro
employees

$50M ~700,000 ~10,000


shareholders
in ARR subscription customers
on the platform
Annual recurring revenue
Subscription customers
Payback period

Definitions: Customer Acquisition Cost (CAC) = Sales & Marketing spend (fully loaded) + Net implementation cost (fully loaded) by new subscription customer
Average ARR = Annual Recurring Revenue (ARR) by new subscription customer * Subscription gross margin
Payback period = [ CAC / Average ARR ] x 12
Over 700,000 shareholders

700K
Lastly…
Ownership as simple as payroll

75,000 Drivers 130,000 Employees 700,000 Hosts

Note: Not current customers, this is our vision of how you could expand ownership beyond full-time employees.
This is a global problem
Think of us as a utility company. We lay financial cables

Phones have changed but we use the Our software forms the electronic cables
same cables Bell Labs laid a century ago. that will endure for the next century
Thank You

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