# 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](/content/partners/partner-resources/#cartaoverview/index.html) - [Plans & pricing](/content/partners/partner-resources/#planspricing/index.html) - [Carta Launch](/content/partners/partner-resources/#cartalaunch/index.html) - [Onboarding & implementation](/content/partners/partner-resources/#onboarding/index.html) - [409A valuations](/content/partners/partner-resources/#409a/index.html) - [Compensation](/content/partners/partner-resources/#compensation/index.html) - [Private equity/LLC](/content/partners/partner-resources/#privateequityllc/index.html) - [Partner enablement](/content/partners/partner-resources/#partnerenablement/index.html) - [Other products](/content/partners/partner-resources/#otherproducts/index.html) - [Liquidity](/content/partners/partner-resources/#liquidity/index.html) - [Equity 101](/content/partners/partner-resources/#equity101/index.html) ## Carta overview Details on Carta's revamped law firm partner program. [View more](/content/partners/law-partners/index.html) Video tour of Carta's cap table management platform. [View more](/content/tour/watch/equity-management/?slide=1/index.html) Learn more about how to get in touch with Carta's support team. [View more](https://support.carta.com/s/article/contact-us/) Law firms can onboard companies in-app and have full control over the process for all their clients. Learn how. [View more](https://drive.google.com/file/d/1pHUVKlDoYNr-Srzy48HixZpZFeceqGCd/view?usp=sharing) ## Plans & pricing Overview of Carta's plans and features (Launch through IPO-ready) [View more](/content/plans/pricing-for-companies/index.html) A pricing table for reference only. Do not share. [View more](/content/partners/partner-pricing/index.html) ## Carta Launch How to add clients to Carta Launch. [View more](https://support.carta.com/s/article/add-company-launch/) How to upgrade clients from Launch to a premium plan. [View more](https://support.carta.com/s/article/launch-faq#upgrade) How the Launch plan works - for firms to send to clients. [View more](https://get.carta.com/rs/214-BTD-103/images/Carta_Launch_for_clients.pdf) ## Onboarding & implementations Step-by-step process for how to onboard a client. [View more](https://get.carta.com/rs/214-BTD-103/images/Carta_onboarding_overview.pdf) Video tutorial for law firms onboarding clients to launch. [View more](https://support.carta.com/s/article/add-company-launch/) ## 409A valuations Sample 409A valuation report from Carta's valuations team. [View more](https://get.carta.com/rs/214-BTD-103/images/Carta_409A_valuation_example.pdf) Tour video of Carta's 409A product and how to request a new 409A. [View more](/content/tour/watch/#409a-valuations/index.html) Why Carta is the top choice 409A provider for lawyers. [View more](/content/equity-management/cap-table/409a-valuations/index.html) ## Compensation Get an overview of Carta total comp in this one-pager. [View more](https://get.carta.com/rs/214-BTD-103/images/Carta%20Total%20Comp%20-%20Overview.pdf) ## Private Equity/LLC Carta now offers PE firms and PE-backed companies a customized waterfall modeling tool that integrates directly with company cap tables. [View more](/content/product-updates/custom-pe-waterfall-modeling/index.html) A step-by-step guide to building an employee equity plan. [View more](/content/learn/blueprints/index.html) Answers to questions you might have about the M&A process. [View more](/content/product-updates/mergers-acquisitions-faq/index.html) Watch a short video showing how Carta's waterfall tool can streamline your modeling process. [View more](https://carta.wistia.com/medias/t1pcsokf98/) [View more](/content/wp-content/uploads/2024/08/Email-Template-Portfolio-Company-Introduction.pdf) ## 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. [View more](/content/events/certification-program/index.html) 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. [View more](/content/events/fa-certification-program/index.html) Learn the main platform workflows and checks in order to prepare a cap table for a seamless tender offer experience on Carta. [View more](/content/events/prepare-for-a-tender-offer/index.html) ## Other Carta products Tour video of the option issuance process. [View more](/content/tour/watch/#option-issuance/index.html) Plan for the future with waterfall and financing round modeling. [View more](https://get.carta.com/rs/214-BTD-103/images/Carta_scenario_modeling.pdf) Tour video of Carta's in-app scenario modeling tool. [View more](/content/tour/watch/#scenario-modeling/index.html) Your clients can now sync employee data in Carta with HR and payroll systems. [View more](/content/wp-content/uploads/2022/11/HRIS-Integrations-1-pager.pdf) Tour video for ASC 718. [View more](/content/tour/watch/#expense-accounting/index.html) Tour video for Form 3921. [View more](/content/tour/watch/#tax-forms/index.html) Carta's investment management of offerings. [View more](https://info.carta.com/rs/214-BTD-103/images/Carta%20Investor%20Services%20Overview.pdf) Streamline investor updates through Carta. [View more](https://get.carta.com/rs/214-BTD-103/images/Carta_investor_updates.pdf) ## 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. [View more](/content/learn/equity/liquidity-events/tender-offer/index.html) Learn how Carta's IPO Advisory team helps guide companies through every step of the pre-IPO process. [View more](/content/learn/startups/exit-strategies/ipo/readiness/index.html) 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. [View more](https://drive.google.com/drive/folders/1Wu4ipgxTNu-IKq5UHzzgG8adrZDJMD-j/) Guidance on how secondary transactions impact a company's 409A valuation is changing. [View more](/content/blog/the-impact-of-a-secondary-transaction-on-your-next-409a-valuation-is-changing/index.html) Watch industry leaders share their expertise on the fundamentals of running a tender offer. [View more](/content/events/webinars/the-fundamentals-of-running-a-tender-offer/index.html) View Carta's liquidity report for an overview of the market secondary liquidity. [View more](/content/data/liquidity-report-h1-2023/index.html) ## Equity 101 [View more](/content/events/cle-virtual-sessions/index.html) [View more](https://get.carta.com/rs/214-BTD-103/images/Carta_better_offer_letter.pdf) [View more](/content/learn/equity/startup-equity-calculator/index.html) [View more](/content/learn/equity/stock-options/index.html) [View more](/content/learn/equity/liquidity-events/acquisition/index.html) [View more](/content/learn/equity/stock-options/exercising/index.html) [View more](/content/learn/equity/stock-options/taxes/amt/index.html) [View more](/content/learn/equity/stock-options/vesting/index.html) [View more](/content/learn/equity/rsu/index.html) [View more](/content/learn/equity/stock-options/nso/index.html) [View more](/content/learn/equity/stock-options/iso/index.html) [View more](/content/learn/equity/liquidity-events/ipo/index.html) [View more](/content/learn/startups/equity-management/share-dilution/index.html) [View more](/content/learn/startups/equity-management/409a-valuation/index.html) [View more](/content/learn/startups/equity-management/cap-table/index.html) [View more](/content/learn/startups/equity-management/fmv/index.html) [View more](/content/learn/equity/index.html) [View more](/content/learn/equity/stock-options/strike-price/index.html) [View more](/content/learn/equity/stock-options/taxes/index.html)