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.

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

CARTA LAW PARTNERS INCLUDE


CARTA PRODUCTS AND FEATURES

A plan for every company

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


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 $500K raised.

Starter

Basic equity management for early-stage startups.

  • 409A valuations
  • Cap table management
  • Board consents

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.

PARTNER WITH CARTA

Join our partner program

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

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.

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