WHY PARTNER WITH CARTA?
Manage equity easier with your
portfolio companies or clients
We make it easy for lawyers, startup investors, and accountants to work with private companies on Carta. We also offer referral discounts when you introduce us to new companies.
CARTA PARTNERS INCLUDE










Private Companies
Streamline your equity management from formation to exit
Cap table and ESOP software, secondaries & valuations
Partners
Manage equity with your clients
Increase transparency, create leverage, minimize data errors, and strengthen client relationships by offering preferred partner pricing
Investors
Modernize how you manage your portfolio and back office
Fund admin, valuations, scenario modeling & portfolio insights
WHY RECOMMEND CARTA?
Trusted by more than 18,000 companies, partners, and investors
Carta’s equity management tools can scale with startups from formation to exit. Together, you can issue, approve, and accept electronic securities, keeping your startups efficient and compliant. Increasing data quality and transparency leads to deeper and more strategic relationships between you and your startups.










PARTNER WITH CARTA
Discounted rates are available to partner clients and portfolio companies along with other dedicated resources.