Carta is focused on providing your clients access to a premium platform at founder-friendly prices based on the company’s total equity holder count. All of our preferred partners receive a discount for the first year.
End-to-end fundraising tools and equity management
Industry-leading valuations and reporting
Best-in-class compliance and expense management
Are you working with an early-stage founder? If their company has raised less than $1M and has less than 25 stakeholders—they’re ready to get started on Carta Launch for free.
Contact us at partners@carta.com for more info.
Total Compensation starts at $1,250
Equity Advisory is $125 per employee per year with a minimum of 20 employees.
For Liquidity prices, please reach out to us at partners@carta.com.
Companies can now add Standard Financial Reporting to their Grow plan for an additional $40 per stakeholder annually (with a minimum of 40 stakeholders).
For more information on QSBS Attestation, please reach out to us at partners@carta.com.
Request and receive accurate valuations—fast
Automated ASC 718 expense and disclosure reports
Run any model with our customizable engine
Pricing is custom and tailored to the complexity and features needed. Get in touch to learn more or get a custom quote for your client.
Pricing shown is for C-corporations. For LLCs or Healthcare and Life Sciences companies, please get in touch with us at partners@carta.com.
Pricing is based on the number of stakeholders in a 12-month period. For companies with 100+ stakeholders, please contact us for pricing.
Yes. Reach out to us at partners@carta.com to discuss.
To ensure your partner discount is applied and implementation fees are waived, send all referrals to partners@carta.com.