WHY PARTNER WITH CARTA?

Manage equity with your portfolio companies or clients

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.

CARTA PARTNERS INCLUDE

Accountants

Manage equity with your clients

Securely access the Carta platform to help your clients manage equity, run compliance checks, view reports, 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 13,000 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

We offer competitive pricing based on stakeholder count and plan, and discounts for companies referred through our partners. Contact our partnerships team to join our partner program.

Launch

Basic cap table management for pre-seed companies.

Talk to your lawyer about access to free basic cap table management for companies with up to 25 security holders and $500K raised.

Starter

Basic equity management for early-stage startups.

  • 409A valuations
  • Cap table management
  • Board consents

Growth

Starter + additional compliance & planning features for growing companies.

  • Everything in Starter
  • Form 3921
  • Scenario modeling
  • Investor updates

Scale

Growth + integrations to streamline equity compensation at 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.

Talk to our specialists about a custom plan that meets your support, compliance, tax, and reporting needs.

PARTNER WITH CARTA

Join our partner program, then start referring companies.

Our partnerships team will provide a discount for your clients or portfolio companies. We’ll also discuss other ways we can partner with you, including special plans for lawyers’ early-stage clients and products for investors.

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eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.

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