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
Basic cap table management for pre-seed companies.
Basic equity management for early-stage startups.
Cap table management
Starter + additional compliance & planning features for growing companies.
Everything in Starter
Growth + integrations to streamline equity compensation at scale.
Everything in Growth
ASC 718 expensing
Rule 701 management
Payroll tax integrations – Beta
Scale + features & services to prepare you for liquidity, M&A, and IPO.
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.