Upgrading clients from Launch to a Premium Plan

January 9, 2020
The Carta Team

Clients on Carta Launch can easily upgrade to a Carta Premium Plan in two ways:

1. Upgrade online 

  • Launch companies can upgrade to a paid premium plan directly through their Carta account
  • Your partner referral discount will automatically be applied to the company’s first year on a premium plan

 Navigate to ‘Compliance’ → ‘409a’ → ‘Upgrade Now’

upgrading launch to premium plan

Upgrading launch to premium plan

Choose a plan 

Upgrading clients from Launch to a Premium Plan

Client signs contract, enters credit card or ACH information, and features will automatically be upgraded. 

2. Talk with a Carta Account Executive 

Launch companies that have questions about upgrading their plan or would like to discuss the various subscription offerings should contact to schedule a meeting with a Carta account executive.