CARTA FOR PARTNERS
Partner resource center
CARTA PARTNER PROGRAM
Welcome to Carta
Thank you for joining the Carta Partner Program. We’re excited to have you on board.
Partner resources
Carta overview
Carta law firm partner program
Details on Carta’s revamped law firm partner program.
Law firm partner program FAQ
All your questions on the program, answered.
Carta for private companies
Carta’s subscription offerings for private companies.
Carta overview whitepaper
Overview of Carta - Carta for Companies, Investor Services, and Liquidity.
Demo video: Carta basics
Video covering the basics of Carta for Company Administrators and Legal Users.
Carta cap table video tour
Video tour of Carta’s cap table management platform.
Partner resources
Plans & pricing
Guide to Carta’s plans
Overview of Carta’s plans and features (Launch through IPO-ready)
Partner pricing
A pricing table for reference only. Do not share.
Partner resources
Carta Launch
Adding companies to Launch
How to add clients to Carta Launch.
Upgrading a Launch client
How to upgrade clients from Launch to a premium plan.
Launch plan- client handout
How the Launch plan works – for firms to send to clients.
Partner resources
Onboarding & implementations
Carta onboarding process one-pager
Step-by-step process for how to onboard a client.
Launch onboarding video for law firms
Video tutorial for law firms onboarding clients to launch.
Partner resources
409A valuations
Sample 409A
Sample 409A valuation report from Carta’s valuations team.
Requesting 409A tour video
Tour video of Carta’s 409A product & how to request a new 409A.
Lawyers top choice for 409A
Why Carta is the top choice 409a provider for lawyers.
Partner resources
Compensation
Partner resources
Other Carta products
Drafting options tour video
Tour video of the option issuance process.
Scenario modeling one-pager
Plan for the future with waterfall and financing round modeling.
Scenario and round modeling tour video
Tour video of Carta’s in-app scenario modeling tool.
Payroll and HRIS integrations one-pager
Your clients can now sync employee data in Carta with HR and payroll systems.
ASC 718 tour video
Tour video for ASC 718.
Form 3921 tour video
Tour video for Form 3921.
Investor Services overview
Carta's investment management offerings
Investor updates one-pager
Streamline investor updates through Carta.
Partner resources
Liquidity on Carta
Why run tender offers
Why running liquidity events is an increasingly popular way to attract and retain top talent.
TENDER OFFERS & CartaX
Carta's two complimentary options for achieving private market liquidity.
CartaX employee experience
Provide information and certainty to your most important shareholders.
Carta Cross vs. historical structures
How CartaX offers an innovative alternative to traditional tender offers.
CARTA LIQUIDITY VS NASDAQ PM
Carta's low-touch liquidity solutions and how we stand out from the competition.
New issuer listing checklist
Get a breakdown of everything needed to begin the listing process on CartaX.
Disclosure on CartaX:
The Section 4(a)(7) framework
Learn about the disclosures required by Section 4(a)(7) and the exemptions that come with it.
Partner resources
Equity 101
Partner resources
Partner newsletters
Partner resources
