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.

Streamlined workflows

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
  • Electronic securities
  • Board resolutions
  • Scenario modeling
  • Form 3921
  • Board meeting management
  • ASC 718 expensing & reporting
  • Rule 701 management
  • Priority support

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.

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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