Carta Partner Programs for Law and Accounting Firms | Carta
LAW FIRM PARTNER PROGRAM
Be a tech-forward strategic advisor
Carta makes it easy for lawyers and their clients to issue options, keep cap tables up to date, and stay compliant with less effort. Join our free Law Firm Partner Program and get access to exclusive benefits like discounts for clients, premium law firm support, and more.
Why Partner with Carta?
The best experience for you and your clients
We set you up for success
Every partner gets client discounts, waived implementation fees, and access to Carta Launch and our Partner Resources Center.
A product your team will love
Spend less time on data entry and reconciliation, and more time doing the work that matters. Plus, see all your clients’ cap tables in one place.
We grow with your clients
From 409As, to running secondary transactions, to staying better connected with investors, we can help companies from formation through IPO.
Carta law partners include
A plan for every company
We offer competitive pricing based on stakeholder count and plan, and discounts for companies referred through our partners. Contact our partnerships team to join our partner program.
Build
End-to-end fundraising tools and equity management
- Cap table management
- SAFE Financing
- Scenario modeling
- Premier support
- Investor updates
- 83(b) electronic filing
- Form 3921
Grow
Most popular
- Everything in Build
- 409A valuations
- Equity reporting
- Cap table management
- SAFE Financing
- Scenario modeling
- Premier support
- Investor updates
- 83(b) electronic filing
- Form 3921
- 409A audit support
- ISO disqualification checks
Scale
Best-in-class compliance and expense management
- Everything in Grow
- Expense reporting
- Rule 701 disclosures
- Cap table management
- SAFE Financing
- Scenario modeling
- Premier support
- Investor updates
- 83(b) electronic filing
- Form 3921
- 409A audit support
- ISO disqualification checks
- 409A valuations
- Equity reporting
Launch: Start for free
Hey early-stage founders, there’s a free plan to help companies with less than 25 stakeholders and less than $1M raised in funds issue equity, fundraise, and find support along the way.
Want help deciding? Contact us at partners@carta.com
Lawyer’s top choice for 409A valuations
Lawyer’s top choice for 409A valuations
Carta is the nation’s largest 409A valuation provider. We acquired Silicon Valley Bank Analytics’ 409A valuation practice in 2017 and have over 50 analysts on our team.
Partner with Carta
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.