WHY PARTNER WITH CARTA?
Manage equity with your portfolio companies or clients
CARTA PARTNERS INCLUDE
Accountants
Manage equity with your clients
Securely access the Carta platform to help your clients manage equity, run compliance checks, view report, and more.
Lawyers
Manage equity on behalf of your clients
Securely access the Carta platform to see 409A valuations, issue electronic options, and send board consents.
Venture capitalists
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
WHY RECOMMEND CARTA?
Trusted by more than 14,000 companies
Carta scales with venture-backed companies, from formation through IPO. We also help over 800,000 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.
CARTA PRODUCTS AND FEATURES
A plan for every company
Contact our partnerships team to join our partner program.
Launch
Starter
- 409A valuations
- Cap table management
- Board consents
Growth
- Everything in Starter
- Form 3921
- Scenario modeling
- Investor updates
Scale
- Everything in Growth
- ASC 718 expensing
- Rule 701 management
- Payroll tax integrations – Beta
- Report Builder
IPO Ready
Scale + features & services to prepare you for liquidity, M&A, and IPO.
PARTNER WITH CARTA
