LAW FIRM PARTNER PROGRAM

Be a tech-forward strategic advisor

Carta makes it easy for lawyers and their clients to issue options, keep cap tables up to date, and stay compliant with less effort. Join our free Law Firm Partner Program and get access to exclusive benefits like discounts for clients, premium law firm support, and more.

WHY PARTNER WITH CARTA?

The best experience for you and your clients

We set you up for success

Every partner gets client discounts, waived implementation fees, and access to Carta Launch and our Partner Resources Center.

A product your team will love​

Spend less time on data entry and reconciliation, and more time doing the work that matters. Plus, see all your clients’ cap tables in one place.

We grow with your clients​

From 409As, to running secondary transactions, to staying better connected with investors, we can help companies from formation through IPO.

The more you refer, the more you get

Keep referring clients to upgrade to higher tiers and unlock additional benefits and perks for your firm and your clients.
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The paying clients you refer during a calendar year determine your firm’s tier for the following year. Learn more about tiers.

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.

CARTA LAW PARTNERS INCLUDE

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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.​

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 50 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