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.


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.

The paying clients you refer during a calendar year determine your firm’s tier for the following year. Learn more about tiers.



A plan for every company

We offer competitive pricing based on stakeholder count, cap table complexity, and plan. Contact us at to learn more.


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 $500K raised.


Basic equity management for early-stage startups.

  • 409A valuations
  • Cap table management
  • Board consents


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.


Join our partner program

The program is free to join, and your firm gets exclusive benefits right away.


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.

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.