Carta partners with VCs and accelerators

When your entire portfolio manages equity on Carta, you can accept your securities, access shared cap tables, and see portfolio analytics in one place. Join our partner program to get a discounted rate for your portfolio and more.


Why partner with Carta?

Portfolio company discount

Partners get a preferred rate on cap table management and 409A for their portfolio companies. And we make it easy to refer clients.

Priority support

We’ll assign you a dedicated account manager that will help you and your portfolio get the most out of the Carta platform.

Investor platform

We also have products for investors, so you can accept securities, request cap table access, and manage your portfolio and back office in one place.



Manage your portfolio and back office on Carta

Carta is not just for your portfolio companies. We help thousands of investors with equity management, fund administration, ASC 820 valuations, and portfolio management and analytics.


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.

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.