Carta for partners

Top firms partner with Carta.

Overview

Why refer your clients to Carta?

Manage equity at scale

Managing equity alone can quickly become a full-time job. Carta gives you the tools to manage equity, issue securities, generate detailed reports, and more for all of your clients, at all stages.

Single source of truth

With every transaction happening on Carta, you never have to worry about who has the “final” version of a client’s cap table, and all changes are logged so you know who did what and when.

Dedicated support

In a perfect world, you’d never have problems. But when you do, both you and your clients will have access to our dedicated support channel to quickly resolve any issues you might have.

Learn more about our partner program.

Program Matrix

Carta partner program

  Starter Bronze Silver Gold
  1-5 Clients 6-15 Clients 16-30 Clients 30+ Clients
Bulk discount or revenue share
(First year)
10% 15% 20% 25%
Waive onboarding fee
Co-branded landing page
Dedicated support channel for clients
Carta for Founders
Dedicated account manager  
Recurring revenue share
(Revenue share partners only - 10%)
   
In-app cobranding    
Listed in Carta Partner Referral Network      
Program Matrix

Carta partner program

Bulk discount or revenue share
(First year)
Starter Bronze Silver Gold
1-5 Clients 6-15 Clients 16-30 Clients 30+ Clients
10% 15% 20% 25%
Waive onboarding fee
Starter Bronze Silver Gold
1-5 Clients 6-15 Clients 16-30 Clients 30+ Clients
Co-branded landing page
Starter Bronze Silver Gold
1-5 Clients 6-15 Clients 16-30 Clients 30+ Clients
Dedicated support channel for clients
Starter Bronze Silver Gold
1-5 Clients 6-15 Clients 16-30 Clients 30+ Clients
Carta for Founders
Starter Bronze Silver Gold
1-5 Clients 6-15 Clients 16-30 Clients 30+ Clients
Dedicated account manager
Starter Bronze Silver Gold
1-5 Clients 6-15 Clients 16-30 Clients 30+ Clients
 
Recurring revenue share
(Revenue share partners only - 10%)
Starter Bronze Silver Gold
1-5 Clients 6-15 Clients 16-30 Clients 30+ Clients
   
In-app cobranding
Starter Bronze Silver Gold
1-5 Clients 6-15 Clients 16-30 Clients 30+ Clients
   
Listed in Carta Partner Referral Network
Starter Bronze Silver Gold
1-5 Clients 6-15 Clients 16-30 Clients 30+ Clients
     

“After working with Carta for almost five years and witnessing first-hand all they have accomplished during that time, I am thrilled to be a preferred partner and can’t wait to see what the next five years will bring.”

Christy Fairlie, Senior Paralegal and Project Manager

"Carta has been a great partner and is an ideal solution for our joint clients from the issuance of their first equity award to becoming a mature company. Carta is new technology built for the cloud and a company focused on serving their client’s needs.”

Steve Lott, Practice Director, Stock Plan Administration