Upgrading clients from Launch to a Premium Plan

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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 clients from Launch to a Premium Plan 1

Choose a plan 

Upgrading clients from Launch to a Premium Plan 2

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

  1. 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 partnersales@carta.com to schedule a meeting with a Carta account executive. 

  1. Migrate your clients in mass to Carta

Please contact your Partnership Representative if you would like to learn more about migrating multiple clients from an existing software solution to Carta.

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