LAWYER PARTNER PROGRAM
Manage equity with your clients
Carta makes it easy for lawyers and companies to work together to issue options, keep cap tables up to date, and stay compliant. We also offers our law partners discounted rates for their clients.
WHY PARTNER WITH CARTA?
The best experience for you and your clients
Built-in compliance checks
Carta helps ensure your clients stay compliant. Our compliance checks include Rule 701, Rule 144, and the ISO $100K limit.
Spend less time on data entry and more time doing the work that matters. You’ll be able see all your clients’ financials in one place.
Single source of truth
Don’t spend hours reconciling different cap table versions. With Carta, you know your clients’ information is up to date.
CARTA LAW PARTNERS INCLUDE
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.
Standard 409A valuation
Cap table management
Board meeting management
ASC 718 expensing & reporting
Rule 701 management
Launch is now available for free to companies with up to 10 shareholders and $250K raised.
FROM THE BLOG
Lawyer’s top choice for 409A valuations
Carta is the nation’s largest 409A valuation provider. We acquired Silicon Valley Bank Analytics’ 409A valuation practice in 2017 and have over 30 analysts on our team.
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.