Carta Partner Programs for Law and Accounting Firms

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.

Join the Partner Program

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 30,000 companies

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.

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.

Become a partner Contact the team

DISCLOSURE: This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.