Carta Startup stack

The Carta startup stack

A curated directory with special offers on products and tools to help founders build and scale companies. We’re here to help you save more and ease your software buying decisions with these unique offerings across bookkeeping, cloud computing, payroll and more.

 

Categories

Premier offers

Carta Startup Stack - Customer offers & discounts 1

Cloud computing services

Receive $5k, $25k, or $100k in AWS Activate credits (eligibility criteria apply).
AWS offers reliable, scalable & inexpensive cloud computing services. Companies in ideation & product development scale with AWS to become more agile, innovate faster & lower costs.

Carta customers get:

  • Receive $5k, $25k, or $100k in AWS Activate credits (eligibility criteria apply).
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 2

Corporate credit card and no-fee business account

Get 80,000 rewards points ($800 value) after spending $1,000 on a Brex card.
Get a business account and credit card with no personal guarantee, best-in-class rewards, and no fees. Brex makes it refreshingly easy to manage your money and grow your business.

Carta customers get:

  • Free ACH & Wire transfers​
  • 10-20x higher credit limits & points on everything
  • Tools & integrations to track spend
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 3

Banking for Innovators

$1,600 credit to cover Carta fees and Analyzed Checking fees waived for 24 months.
First Republic offers a full set of banking services to facilitate the growth of your startup. We are committed to fast response through our dedicated team in tech hubs across the U.S.

Carta customers get:

  • Business Analyzed Checking fees waived for 24 months
  • Innovators Toolkit offers
  • $1,600 bonus to cover Carta fees
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 4

Integrated payments platform

Waived Stripe processing fees on your next $20,000.
Stripe’s payment platform helps companies accept payments from anywhere. Whether you’re creating a subscription service, on-demand marketplace, or e-commerce store.

Carta customers get:

  • Waived Stripe processing fees on your next $20k
  • Discounted incorporation via Stripe Atlas ($100 value)
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 5

Business insurance for startups

Save up to 25% on business insurance coverages.

Insurance coverage for your startup & scales as you grow, within 24 hrs. Apply in minutes for 10+ lines of proprietary coverage, from General Liability to D&O. Backed by Munich Re.

Carta customers get:

  • Save up to 25% on coverage ​​
  • $50,000 in cap table coverage
  • Chat or Zoom with your insurance advisor
Terms and conditions apply
LEARN MORE

Banking & corporate card

Premier offer
Carta Startup Stack - Customer offers & discounts 2

Corporate credit card and no-fee business account

Get 80,000 rewards points ($800 value) after spending $1,000 on a Brex card.
Get a business account and credit card with no personal guarantee, best-in-class rewards, and no fees. Brex makes it refreshingly easy to manage your money and grow your business.

Carta customers get:

  • Free ACH & Wire transfers​
  • 10-20x higher credit limits & points on everything
  • Tools & integrations to track spend
Terms and conditions apply
LEARN MORE
Premier offer
Carta Startup Stack - Customer offers & discounts 3

Banking for Innovators

$1,600 credit to cover Carta fees and Analyzed Checking fees waived for 24 months.
First Republic offers a full set of banking services to facilitate the growth of your startup. We are committed to fast response through our dedicated team in tech hubs across the U.S.

Carta customers get:

  • Business Analyzed Checking fees waived for 24 months
  • Innovators Toolkit offers
  • $1,600 bonus to cover Carta fees
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 8

Corporate card & spend management platform

Free Platform Plan + $500 Bonus after spending $1,000 on Ramp.
Ramp is s corporate card & spend management platform designed to help you spend less. Get started today get one view of all your expenses with built-in intelligence to save you money.

Carta customers get:

  • Free Platform Plan + $500 Bonus after spending $1k
  • Unlimited cards with 1.5% cashback
  • Powerful limits & card controls
Terms and conditions apply
LEARN MORE

Business insurance

Premier offer
Carta Startup Stack - Customer offers & discounts 5

Business insurance for startups

Save up to 25% on business insurance coverages.

Insurance coverage for your startup & scales as you grow, within 24 hrs. Apply in minutes for 10+ lines of proprietary coverage, from General Liability to D&O. Backed by Munich Re.

Carta customers get:

  • Save up to 25% on coverage ​​
  • $50,000 in cap table coverage
  • Chat or Zoom with your insurance advisor
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 10

Insuring companies doing incredible things

10% off (Combinable with investor credits for up to 25% in total premium credits).
Get the right insurance with less hassle. Embroker provides the easiest way for founders to purchase D&O (and other speciality lines) after raising an institutional round.

Carta customers get:

  • 10% Premium Credit
  • Free consultation
  • Whiteglove service
Terms and conditions apply
LEARN MORE

Cloud computing

Premier offer
Carta Startup Stack - Customer offers & discounts 1

Cloud computing services

Receive $5k, $25k, or $100k in AWS Activate credits (eligibility criteria apply).
AWS offers reliable, scalable & inexpensive cloud computing services. Companies in ideation & product development scale with AWS to become more agile, innovate faster & lower costs.

Carta customers get:

  • Receive $5k, $25k, or $100k in AWS Activate credits (eligibility criteria apply)
Terms and conditions apply
LEARN MORE

Communications & project management

Carta Startup Stack - Customer offers & discounts 12

Flexibility of spreadsheets with the power of a database

$2,000 Airtable credit and access to Airtable for Startups.
Entrepreneurs use Airtable to build MVPs, fill in the gaps between other tools, and develop custom workflows to manage processes like product launches, user research, content marketing, even fundraising outreach.

Carta customers get:

  • $2,000 Airtable credit ​​
  • Access to Airtable for Startups (includes exclusive office hours, content and events)
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 13

Create docs as powerful as an app

$1,000 credit towards your Coda workspace.


Coda is a new doc that brings words, data, and teams together. It comes with building blocksーlike tables and buttonsーwhich anyone can combine to make a doc as powerful as an app.

Carta customers get:

  • $1,000 Coda credit
  • Available to new and existing customers
  • Restricted to Series B or earlier stage companies
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 14

Business Phone, Video Conferencing & Contact Center

$5,000+ towards business phone lines and video conferencing.
Connect your team with a platform that powers voice, video, messages, and meetings across your existing devices.

Carta customers get:

  • 10 Free phone lines & unlimited video conferencing for life
  • Up to 75% off additional phone lines
  • Native integrations & APIs
Terms and conditions apply
LEARN MORE

Financing tools

Carta Startup Stack - Customer offers & discounts 15

Upfront captial for growth - without debt or dilution

Waived trading fees for the first 18 months.
Pipe is a trading platform that enables you to grow your businesses on your terms. Treat your recurring revenue as an asset and get upfront capital instantly, without debt or dilution.
Carta customers get:

  • Waived trade fees for 18 months
  • Instant cash upfront
  • Priority onboarding, support & a dedicated revenue manager
Terms and conditions apply
LEARN MORE

Hiring, HR, benefits & payroll

Carta Startup Stack - Customer offers & discounts 16

The first employee management platform

Carta customers get 6 months free Rippling payroll.
Rippling helps businesses manage every employee system — Payroll, Benefits, Computers, Apps and more — all in one modern platform.

Carta customers get:

  • 6 months free Rippling payroll
  • Seamless integration
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 17

HR, Benefits, Payroll & more

Free payroll for 1 year, or 20% off Zenefits products.


Zenefits gives you and your employees a single place to easily manage payroll, benefits, HR, time & attendance, and more, within a single, easy-to-use platform and mobile app.

Carta customers get:

  • 1 year free payroll (businesses with <25 employees)
  • 20% off Zenefits products
  • 14-day free trial, no credit card required
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 18

Payroll, benefits, compliance, & HR – all in one place

Dedicated Justworks Account Manager & 1 month free of admin fees.
With Justworks, entrepreneurs and their teams get access to large-group benefits, automated payroll, compliance support, and HR tools — all in one place.

Carta customers get:

  • Access to large-group benefits & perks
  • Automated payroll & easy-to-use HR tools
  • Compliance support & 24/7 support
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 19

International payroll

30% off your first year subscription.


Deel enables companies to hire anyone, anywhere. Hire and manage international payroll seamlessly in over 150 countries while staying compliant with local laws.

Carta customers get:

  • 30% off 1st year subscription & waived priority onboarding
  • Free 45 minute consultation
  • Early access to new features
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 20

Global HR, payroll & benefits platform

20% off global payroll and FREE contractor management for 12 months.

Remote empowers businesses of all sizes to build global teams. We make it simple and cost-effective to manage employment legally and compliantly anywhere in the world.

Carta customers get:

  • 20% off global payroll for 12 months
  • FREE contractor management for 12 months on up to 10 hires
  • FREE global equity incentive planning evaluation
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 21

U.S. Work Visas & Green Cards for Startup Founders

$500 credit towards work visa and green card services.
Legalpad helps you secure a work visa or green card to live and work in the U.S. temporarily or permanently to grow your startup. Fast, easy, and guaranteed for funded-founders.

Carta customers get:

  • $500 credit towards visa services ​​
  • Free consultation
  • Customized immigration plan
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 22

An inclusive platform for board & executive hiring

FREE board recruiting–$10k+ platform fee waived for board searches.
Executives use AboveBoard to meet PE- and venture-backed companies. You list openings, they express interest, you decide whether to connect. It’s Bumble for board & executive recruiting

Carta customers get:

  • Reach beyond your networks to find diverse candidates ​​
  • Simply add your company info
  • Candidates come to you
Terms and conditions apply
LEARN MORE

Marketing, CRM & Support

Carta Startup Stack - Customer offers & discounts 23

MARKETING, SALES & SERVICE SOFTWARE

Get 30% off HubSpot’s Growth Platform
HubSpot offers a complete CRM platform with all tools & integrations needed to grow better — increase leads, accelerate sales, streamline customer service, or build a powerful website.

Carta customers get:

  • Get access to Hubspot for Founders: education and training, 24/7 support and access to 500+ software integrations
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 24

Customer service-first CRM company

Get 6 months free of Zendesk Support and Sales CRM.
Zendesk is a service-first CRM company with support, sales, and customer engagement products designed to improve customer relationships

Carta customers get:

  • 6 months access to Zendesk Support Suite & Sales CRM
  • Online office hour sessions with startups customer success team
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 25

Marketing, CRM and Support Software

$10,000 in credits, mentorship & resources for startups.

Freshworks is the leader of cloud-based customer and employee software including CRM, livechat, support, marketing automation, ITSM, & HRMS. Products are simple to set up, cost-effective & equipped with powerful automation.

Carta customers get:

  • Up to $10,000 in credits ​​
  • Mentorship & resources
  • Access to community & customers
Terms and conditions apply
LEARN MORE

Payments, billing & expense management

Premier offer
Carta Startup Stack - Customer offers & discounts 4

Integrated payments platform

Waived Stripe processing fees on your next $20,000.



Stripe’s payment platform helps companies accept payments from anywhere. Whether you’re creating a subscription service, on-demand marketplace, or e-commerce store.

Carta customers get:

  • Waived Stripe processing fees on your next $20k
  • Discounted incorporation via Stripe Atlas ($100 value)
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 27

Free spend management software with corporate cards

100,000 reward points after first transaction.


Divvy gives you instant visibility and flexible budget controls in an all-in-one platform. By using our spend management software and corporate cards, you’ll never go over budget again.

Carta customers get:

  • Enforceable budget limits & controls
  • Virtual cards for online spend & AP management
  • Up to 7x rewards
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 28

All-in-one expense, travel & card management platform

Get 15% off your first year of TravelBank Expense, Travel, or Premium All-In-One
TravelBank's expense & travel platform includes policies, card management, 24/7 travel support, and full reporting. Only takes minutes to set up, at half the cost of similar solutions.

Carta customers get:

  • 15% off your first year of TravelBank
  • The only way to earn up to 5x Brex points on eligible travel spend
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 29

Travel & spend management platform

Enjoy zero implementation and platform fees for the first year with TripActions.
Fast becoming the default for corporate travel and spend management, TripActions is the leading, cloud-based T&E platform that combines industry-leading tech with best-in-class service.

Carta customers get:

  • Premium corporate travel booking & management
  • TripActions Liquid™ integrated spend management
  • Best-in-class service
Terms and conditions apply
LEARN MORE

Security & compliance

Carta Startup Stack - Customer offers & discounts 30

Drata automates continuous SOC 2 compliance

25% off annual subscription and waived implementation (a minimum of $7.5k in savings).
Drata automates continuous SOC 2 compliance end-to-end, getting companies audit-ready in weeks, while continuously monitoring and collecting evidence of security controls.

Carta customers get:

  • Build trust with your customers and scale securely
  • Trusted by today’s fastest-growing companies
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 31

The Complete Compliance Solution

25% off annual Laika subscription for frameworks like SOC 2 & ISO 27001.


Laika combines decades of expertise with powerful automations and workflow tools. Our end-to-end approach builds compliance programs that will grow with your business.

Carta customers get:

  • Create a bespoke compliance program
  • Comply with SOC 2, ISO 27001 & HIPAA
  • Robust automation and frictionless audit
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 32

Automate SOC 2, HIPAA, or ISO 27001 compliance

25% off first year of automating compliance with Vanta.
Vanta is the fast, easy, and trusted way to get SOC 2, HIPAA, or ISO 27001 certified. Over 1000 fast-growing companies use Vanta to automate their security monitoring.

Carta customers get:

  • 25% off the Vanta Platform
  • Hands-on support from a compliance expert
  • Security monitoring tailored for your organization
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 33

DLP to discover, classify & protect sensitive data

25% off first year for Carta customers new to Nightfall.
With Nightfall, easily address data security risks, meet compliance obligations (HIPAA, PCI, GDPR, CCPA), and close more deals with an enterprise-grade security posture out of the box.

Carta customers get:

  • Native coverage across Slack, GitHub, Google Drive, and Atlassian
  • Access to the developer platform and API endpoints
Terms and conditions apply
LEARN MORE

Startup finance & accounting

Carta Startup Stack - Customer offers & discounts 34

Bookkeeping, tax & CFO services for growing startups

Get 20% off of Pilot Core or Select for six months – a savings of up to $3,700.
Software combined with deep financial expertise, Pilot pairs you with a dedicated finance expert who takes the work off your plate—so you can focus on your business.

Carta customers get:

  • Largest provider of financial back office service for startups
  • Highest-quality accuracy
  • Big business superpowers
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 35

Discover & Claim Tax Credits in Minutes

25% off tax credit processing fees.
Stop leaving cash on the table. Mainstreet hunts for 200+ tax credits your startup is owed -- they’ll do all the paperwork. Average startup finds $50k+. See how much you’re owed for free.

Carta customers get:

  • 25% off tax credit processing fees
  • White-glove onboarding & premier support
  • Free credit advance - get your money now
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 36

Accounting, Finance, Tax & HR for startups

1 free month of bookkeeping services* (see details).


1 free month of bookkeeping with Kruze ($500 credit if quoted services > $500/mo. If the quoted services < $500/mo, you will receive 1 month of bookkeeping service at your quoted rate).

Offer terms:

  • Must mention Carta during 1st Kruze conversation ​​
  • Can’t exceed $500 in credit
  • For new customers only - excludes onboarding costs
LEARN MORE
Carta Startup Stack - Customer offers & discounts 37

Interim CFO, Outsourced Finance, Accounting, & HR

Free no-obligation consult with startup CFO. 20% off CFO rate for first 6 months.


Bay-Area CFO firm providing the finance and back-office expertise, resources, and infrastructure upon which founders and startup teams can grow strong companies. We grow startups.

Carta customers get:

  • Free 1 hr CFO consultation
  • Discuss board prep, cap table, financial model, etc.
  • 20% off 6 months of CFO support
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 38

Financial Planning & Analytics for growth companies

All-in-one business planning.




Accelerate growth and manage investors with all-in-1 reporting, budgeting, business & workforce planning. Easy, templated, customizable, you‘ll have access to new insights in minutes.

Carta customers get:

  • Save 20% on subscriptions
  • 50% off Professional Services
  • 1-hour Model Best Practice Consultation
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 39

Your outsourced Finance & HR Department

25% off first three months of service.



Full Stack Finance provides Accounting, HR and FP&A service to early - mid stage growth companies with our team of professional Accountant, Analysts, HR personnel and CFOs.

Carta customers get:

  • 25% off first three months of service ​​
  • Discount applies to Accounting, HR or FP&A Services
  • Maximum value of $5,000
Terms and conditions apply
LEARN MORE
Carta Startup Stack - Customer offers & discounts 40

Carta onboarding & equity admin services

Free premier onboarding with equity admin subscription for Carta Launch companies.

Checkmate Equity puts Carta on autopilot through white-glove onboarding and day-to-day cap table admin services. Focus on your business and let Carta experts focus on your equity.

Carta customers get:

  • Free onboarding with equity admin signup for Carta Launch clients ​​
  • Additional deals available for all Carta clients
Terms and conditions apply
LEARN MORE

Join the Startup stack

Become a part of the Startup Stack community

Interested in having your offers featured here? Have a partner you’d like to see in our community? 

Contact partners@carta.com.