Upgrading clients from Launch to a Premium Plan

Upgrading clients from Launch to a Premium Plan

Author: The Carta Team
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Read time:  1 minute
Published date:  9 January 2020
Clients on Carta Launch can easily upgrade to a Carta Premium Plan in two ways:

Clients on Carta Launch can easily upgrade to a Carta Premium Plan in two ways:

1. Upgrade online 

  • Launch companies can upgrade to a paid premium plan directly through their Carta account

  • Your partner referral discount will automatically be applied to the company’s first year on a premium plan

 Navigate to ‘Compliance’ → ‘409a’ → ‘Upgrade Now’

Choose a plan 

Upgrading clients from Launch to a Premium Plan

Client signs contract, enters credit card or ACH information, and features will automatically be upgraded. 

2. Talk with a Carta Account Executive 

Launch companies that have questions about upgrading their plan or would like to discuss the various subscription offerings should contact partnersales@carta.com to schedule a meeting with a Carta account executive. 

The Carta Team
While we believe in assigning ownership at Carta, this blog post belongs to all of us.