We make it easy for lawyers, VCs, and accountants to work with private companies on Carta. We also offer referral discounts when you introduce us to new companies.
Manage equity with your clients
Securely access the Carta platform to help your clients manage equity, run compliance checks, view reports, and more.
Manage equity on behalf of your clients
Securely access the Carta platform to see 409A valuations, issue electronic options, and send board consents.
Modernize how you manage your portfolio and back office
Accept securities, access shared cap tables, and see portfolio company information in our free product for investors.
Carta scales with venture-backed companies, from formation through IPO. We also help over 2 million shareholders manage equity.
When you standardize on Carta with your clients or portfolio company, you’ll have a single source of truth for equity management. Together, you can issue, approve, and accept option grants, keep track of cap tables, and stay compliant.