LAW FIRM PARTNER PROGRAM
Be a tech-forward strategic advisor
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.
The more you refer, the more you get
CARTA PRODUCTS AND FEATURES
A plan for every company
CARTA LAW PARTNERS INCLUDE
Launch
Talk to your lawyer about access to free basic cap table management for companies with up to 25 security holders and up to $1M raised.
Starter
- 409A valuations
- Cap table management
- Board consents
Growth
- Everything in Starter
- Form 3921
- Scenario modeling
- Investor updates
Scale
- Everything in Growth
- ASC 718 expensing
- Rule 701 management
- Payroll tax integrations – Beta
- Report Builder
IPO Ready
from the blog
Lawyer’s top choice for 409A valuations
Partner with Carta
Join our partner program, then start referring companies
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
