Carta Partner and Referral Programs for Investors and Accelerators
Carta for Investors
Your entire portfolio in one place
When your entire portfolio manages equity on Carta, you can accept your securities and access shared cap tables in one place. Plus, we have products to help you manage your portfolio and back office on Carta. Tens of thousands of privately-held companies and investors including Flexport, ClassPass, and Greycroft trust Carta to manage their cap tables, get 409A valuations, and stay compliant. Join our partner program to get a discounted rate for your portfolio and more.
Why partner with Carta?
Free tools to manage your portfolio
Accept securities
When companies issue you preferred stock, you can accept and track securities on Carta.
Access cap tables
Get secure access to your companies’ cap tables to see details like ownership percentage and co-investors.
Track investments
Tag companies, store closing docs, and pull investment reports to better manage your portfolio.
Sample term sheet language
Many of our VC partners include Carta in their term sheets, here are three term sheet language options we recommend.
Refer a company
Refer your portfolio companies to Carta with this link to ensure they receive a discount, or email us at partners@carta.com.
Startup Stack
Offers and discounts on software tools for your portfolio companies, including AWS Activate, Brex, Vouch, and more.
VC partners include
Premium products for investors
In addition to our free platform for investors, Carta also offers premium plans for you to manage your portfolio and back office. Learn more about our fund administration, data collection, and ASC 820 products and services.
Partner with Carta
Join our partner program for access to discounts and additional perks for your portfolio companies.