Partner Resource Center | Carta

CARTA FOR PARTNERS

Partner resource center

The partner resource center is where partners can learn about Carta and our product, find resources for clients, and discover educational content to share. Navigate to the sections below:

Carta overview

Details on Carta's revamped law firm partner program.
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Video tour of Carta's cap table management platform.
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Learn more about how to get in touch with Carta's support team.
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Law firms can onboard companies in-app and have full control over the process for all their clients. Learn how.
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Plans & pricing

Overview of Carta's plans and features (Launch through IPO-ready)
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A pricing table for reference only. Do not share.
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Carta Launch

How to add clients to Carta Launch.
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How to upgrade clients from Launch to a premium plan.
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How the Launch plan works - for firms to send to clients.
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Onboarding & implementations

Step-by-step process for how to onboard a client.
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Video tutorial for law firms onboarding clients to launch.
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409A valuations

Sample 409A valuation report from Carta's valuations team.
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Tour video of Carta's 409A product and how to request a new 409A.
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Why Carta is the top choice 409A provider for lawyers.
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Compensation

Get an overview of Carta total comp in this one-pager.
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Private Equity/LLC

Carta now offers PE firms and PE-backed companies a customized waterfall modeling tool that integrates directly with company cap tables.
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A step-by-step guide to building an employee equity plan.
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Answers to questions you might have about the M&A process.
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Watch a short video showing how Carta's waterfall tool can streamline your modeling process.
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Partner enablement

The Carta Certification Program offers law firm and equity admin users free training on Carta cap tables to empower them to use our solutions to their fullest potential.
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The FA Certification Program offers free training on the fund administration platform. The training introduces you to the Carta tools available to you and teaches you how to use them.
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Learn the main platform workflows and checks in order to prepare a cap table for a seamless tender offer experience on Carta.
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Other Carta products

Tour video of the option issuance process.
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Plan for the future with waterfall and financing round modeling.
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Tour video of Carta's in-app scenario modeling tool.
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Your clients can now sync employee data in Carta with HR and payroll systems.
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Tour video for ASC 718.
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Tour video for Form 3921.
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Carta's investment management of offerings.
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Streamline investor updates through Carta.
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Liquidity on Carta

M&A deals require a major company wide lift to prepare for, negotiate, and close the deal. Here are some resources to help you through the process.

Learn how Carta can help with company-sponsored secondary liquidity.
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Learn how Carta's IPO Advisory team helps guide companies through every step of the pre-IPO process.
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Use Carta's template letter of transmittal and offer to purchase (for a company buyback or third party buyer) to jump start your client's tender offer.
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Guidance on how secondary transactions impact a company's 409A valuation is changing.
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Watch industry leaders share their expertise on the fundamentals of running a tender offer.
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View Carta's liquidity report for an overview of the market secondary liquidity.
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CARTA FOR PARTNERS