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

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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 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.

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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 up to $1M 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.