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
• Plans & pricing
• Carta Launch
• Onboarding & implementation
• 409A valuations
• Compensation

• Private equity/LLC
• Partner enablement
• Other products
• Liquidity
• Equity 101

Carta overview

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Carta law firm partner program

Details on Carta's revamped law firm partner program.

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Carta cap table video tour

Video tour of Carta's cap table management platform.

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Dedicated partner support

Learn more about how to get in touch with Carta's support team.

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Onboarding companies to Launch

Law firms can onboard companies in-app and have full control over the process for all their clients. Learn how.

Plans & pricing

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Guide to Carta's plans

Overview of Carta's plans and features (Launch through IPO-ready)

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Partner pricing

A pricing table for reference only. Do not share.

Carta Launch

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Adding companies to launch

How to add clients to Carta Launch.

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Upgrading a launch client

How to upgrade clients from Launch to a premium plan.

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Launch plan - client handout

How the Launch plan works - for firms to send to clients.

Onboarding & implementations

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Carta onboarding process one-pager

Step-by-step process for how to onboard a client.

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Launch onboarding video for law firms

Video tutorial for law firms onboarding clients to launch.

409A valuations

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Sample 409A valuation report from Carta's valuations team.

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Requesting 409A tour video

Tour video of Carta's 409A product and how to request a new 409A.

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Lawyers top choice for 409A

Why Carta is the top choice 409A provider for lawyers.

Compensation

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Carta Total Comp

Get an overview of Carta total comp in this one-pager.

Private Equity/LLC

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Waterfall modeling

Carta now offers PE firms and PE-backed companies a customized waterfall modeling tool that integrates directly with company cap tables.

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Guide to building equity program in LLCs

A step-by-step guide to building an employee equity plan.

M A guide

How Carta helps with M&A

Answers to questions you might have about the M&A process.

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Waterfall modeling demo

Watch a short video showing how Carta's waterfall tool can streamline your modeling process.

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Email template for Portfolio Company Introductions

Partner enablement

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Partner Certification Program

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.

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FA Certification

The FA Certification Program offers free training on the fund administration platform. The training introduces you to the Carta tools avaliable to you and teaches you how to use them.

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Prepare for a tender offer

Learn the main platform workflows and checks in order to prepare a cap table for a seamless tender offer experience on Carta.

Other Carta products

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Drafting options tour video

Tour video of the option issuance process.

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Scenario modeling one-pager

Plan for the future with waterfall and financing round modeling.

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Scenario and round modeling tour video

Tour video of Carta's in-app scenario modeling tool.

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Payroll and HRIS integrations one-pager

Your clients can now sync employee data in Carta with HR and payroll systems.

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ASC 718 tour video

Tour video for ASC 718.

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Form 3921 tour video

Tour video for Form 3921.

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Investor services overview

Carta's investment management of offerings.

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Investor updates one-pager

Streamline investor updates through Carta.

Liquidity on Carta

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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.

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Tender offers at Carta

Learn how Carta can help with company-sponsored secondary liquidity.

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Learn how Carta's IPO Advisory team helps guide companies through every step of the pre-IPO process.

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Tender Offer templates

Use Carta's template letter of transmittal and offer to purchase (for a company buyback or thrid party buyer) to jump start your client's tender offer.

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Secondary Liquidity and IRC 409A

Guidance on how secondary transactions impact a company's 409A valuation is changing.

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How to run a tender offer with Carta

Watch industry leaders share their expertise on the fundamentals of running a tender offer.

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Liquidity Report

View Carta's liquidity report for an overview of the market secondary liquidity.

Equity 101

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Virtual MCLE Sessions

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Better offer letter

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How to value your equity offer (free startup equity calculator)

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What are employee stock options?

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What happens to equity when a company is acquired?

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What does exercising stock options mean?

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What is alternative minimum tax (AMT?)

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What is vesting?

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What are restricted stock units (RSUs)?

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What are non-qualified stock options (NSOs)?

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What are incentive stock options (IOSs)?

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How equity-holding employees can prepare for an IPO

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What is stock dilution

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What is a 409A valuation

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What is a cap table

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Equity 101 (pt. 1)

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