Email Template - Portfolio Company Introduction

Hi [Company],

A recurring pain point across our portfolio is centralizing equity management. To solve this we've established a preferred partnership with Carta, the market-leader in equity management software.

Carta is used by over 40K+ companies to manage equity, run valuations, build compensation strategies, and model waterfall scenarios. The platform manages $2.5T in assets for 2.5M global stakeholders.

Carta helps us with two major solutions:

1. Eliminates the risk of cap table discrepancies by centralizing ownership tables on one platform, with real-time updates;
2. Provides transparency to equity holders through a distributed participant portal, where users can accept grants and track vesting schedules.

Discounted pricing: Through our partnership, all our portfolio companies receive a discount and waived implementation fees (20% of annual contract value). Overview materials for Carta are attached. Next steps if interested: Reach out to Dana Zhang, dana.zhang@carta.com, and CC partners@carta.com for more information.