WHY PARTNER WITH CARTA?
Manage equity with your portfolio companies or clients
Manage equity with your clients
Securely access the Carta platform to help your clients manage equity, run compliance checks, view report, 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
WHY RECOMMEND CARTA?
Trusted by more than 15,000 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.
Talk to your lawyer about access to free basic cap table management for companies with up to 25 security holders and up to $1M raised.
Scale + features & services to prepare you for liquidity, M&A, and IPO.
PARTNER WITH CARTA