Partner Newsletter

September 2021 Law Partner Newsletter

13 April 2022
The Carta Team

Product Updates

Carta Total Comp

Earlier this year, we announced the release of a new compensation planning tool, Carta Total Comp (CTC). This add-on product allows companies to compare their salary and equity packages to market compensation rates using real-time data, and is available to customers on the Carta base plan for an additional fee. 

Between now and the end of the year, your customer referrals will receive 20% off when they sign up (applies for new business and existing accounts).

For more information, reach out to partners@carta.com

COMING SOON: Onboard any client onto Carta on your terms

We’ve heard your feedback that getting new clients directly onto a Carta paid plan can take longer than necessary as it involves going through the traditional sales cycle. To solve for this, many partners have been using the “Launch hack,” in which they onboard companies onto Carta Launch and then upgrade their clients to the paid plan. 

We are working to improve this workflow so you will be able to onboard any account directly (to a free or paid plan) and set up your clients’ cap tables on your own schedule, no matter how much funding the company has raised or how many stakeholders they have.

If you are interested in participating in our beta testing, reach out to partners@carta.com.

Raise a SAFE end-to-end on Carta

More than 300 startups have raised over $140M using Carta’s SAFE tool. Through this tool, companies can generate and send SAFEs in minutes and eliminate manual work by automatically updating a company’s cap table. Learn more about raising a SAFE on Carta here or reach our team at partners@carta.com!

Live In-App Support now available on the Carta Platform!

We now offer live, in-app support on the Carta Platform! Law firm users and Carta clients can now chat, call, or share their browser to get immediate help through the widget found on the bottom right hand corner.

New Equity Platform for LLCs

We recently released a new equity platform for LLC companies. The product solves several key challenges for LLCs in tracking ownership, performing valuations, running exit modelling through a waterfall, centrally managing documents (e.g. K-1s), and completing distributions. The platform also allows PE firms and other institutional investors to monitor each company, see cap tables in real-time, and view their consolidated portfolio. | Learn More 

Carta Law Firm User Community: Around the Table

We’re launching a community user group called Around the Table, which will allow our law firm users to build a community to connect with each other and to share tips and best practices around equity management and the Carta product. If you are interested in participating, please check out the link below. | Learn More

Liquidity on Carta

The demand for liquidity is booming among private companies from Series A to E and beyond. Throughout the past year, Carta has seen the fastest growth in tender offers out of all the major players in the industry. In fact, Carta has completed more tender offers during the first half of 2021 than in all of 2020!

To access our latest “Liquidity on Carta” report on the growth trajectory of the liquidity market, talk to your BD rep or email partners@carta.com

Upcoming Events

Austin Startup Week | October 4-7, 2021

Come meet us at Austin Startup Week! Carta will be sponsoring a happy hour at Olive and June on Thursday, October 7 from 5pm-6:30pm CT so make sure to attend!

Additionally, you can sign up for a 1:1 meeting with a member of our team | Access team calendar here

Carta Investor Services

Learn about Carta’s Investment Management Solutions

Have a venture investment fund practice? We have a full suite of services and experts to support fund launch, LP management, fund administration, portfolio company valuations, and more. Streamline your client onboarding process and receive referrals for new clients. |  Learn More