CARTA STARTUP STACK
The Carta Startup Stack
A curated directory with special offers on products and tools to help founders build and scale companies. We’re here to help you save more and ease your software buying decisions with these unique offerings across bookkeeping, cloud computing, payroll and more.
Premier offers

Hire, pay, and scale with ease using Deel
Unlock $1,500 in Deel Credits. Hire, pay, and manage global teams in 100+ countries. Ensure compliance, streamline onboarding, and scale your workforce with confidence.
Carta Customers get
- $1,500 in Deel Credits
- Free global hiring consultation
- Integrated issuer API
Terms and conditions apply

Cloud computing services
AWS offers reliable, scalable & inexpensive cloud computing services. Companies in ideation & product development scale with AWS to become more agile, innovate faster & lower costs.
Carta customers get:
- Receive $5k in AWS Activate credits (eligibility criteria apply).
Terms and conditions apply

Corporate credit card & no-fee business account
Get a business account and credit card with no personal guarantee, best-in-class rewards, and no fees. Brex makes it refreshingly easy to manage your money and grow your business.
Carta customers get:
- Free ACH & Wire transfers
- 10-20x higher credit limits & points on everything
- Tools & integrations to track spend
Terms and conditions apply
Integrated payments platform
Stripe’s payment platform helps companies accept payments from anywhere. Whether you’re creating a subscription service, on-demand marketplace, or e-commerce store.
Carta Customers get:
- $500 USD in credits to offset fees for Stripe Payments, Connect, Billing, and more. Offer available to new Stripe users only
- Discounted incorporation via Stripe Atlas ($100 value)
Terms and conditions apply

Business insurance for startups
Insurance coverage for your startup & scales as you grow, within 24 hrs. Apply in minutes for 10+ lines of proprietary coverage, from General Liability to D&O. Backed by Munich Re.
Carta customers get:
- Save up to 10% on coverage when you connect your Carta account
- $50,000 in cap table coverage
- Access to tailored advice from dedicated Vouch Insurance Advisors
Terms and conditions apply
Banking & corporate card

Corporate credit card & no-fee business account
Get a business account and credit card with no personal guarantee, best-in-class rewards, and no fees. Brex makes it refreshingly easy to manage your money and grow your business.
Carta customers get:
- Free ACH & Wire transfers
- 10-20x higher credit limits & points on everything
- Tools & integrations to track spend
Terms and conditions apply, offer valid only in select locations

Corporate card & spend management platform
Ramp is an all-in-one finance automation solution complete with card, expense management, procurement/bill pay, and travel. Ramp is helping Carta companies & founders save time (reconciling transactions with features like auto receipt capture, embedded policies & controls, etc.) and money (1.5% cash back at $1 and additional 3-4% savings with Ramp's smart spend insights).
As a Ramp partner Carta companies will receive the following benefits:
- White-glove support - dedicated VC/PE team, account manager to support onboardings/trainings, and expedited underwriting process
- $500 sign-up bonus
Terms and conditions apply, offer valid only in select locations

A global payments and financial platform
Turbocharge your business with up to 1.5% cashback on all card spend and up to $500 in bonuses, exclusive access to events, and special discounts on key tools and subscriptions.
Carta customers get:
- Earn 1.5% cashback on all spend
- Unlock $500 Annual Bonus when you spend $15k in your first 90 days
Terms and conditions apply

The all-in-one banking platform for startups
Rho is the banking platform for startups and their accountants. With fast setup, 2% cashback cards, smart finance tools, and support that goes to the end of the earth to help you win.
Carta customers get:
- White-glove onboarding
- $600 when you deposit $15K within your first 90 days
Terms and conditions apply
Business insurance

Business insurance for startups
Insurance coverage for your startup & scales as you grow, within 24 hrs. Apply in minutes for 10+ lines of proprietary coverage, from General Liability to D&O. Backed by Munich Re.
Carta customers get:
- Save up to 10% on coverage when you connect your Carta account
- $50,000 in cap table coverage
- Access to tailored advice from dedicated Vouch Insurance Advisors
Terms and conditions apply, offer valid only in select locations

Insuring companies doing incredible things
Get the right insurance with less hassle. Embroker provides the easiest way for founders to purchase D&O (and other speciality lines) after raising an institutional round.
Carta customers get:
- 10% off with code CARTA10
- Free consultation
- Whiteglove service
Terms and conditions apply, offer valid only in select locations
Cloud computing

Cloud computing services
AWS offers reliable, scalable & inexpensive cloud computing services. Companies in ideation & product development scale with AWS to become more agile, innovate faster & lower costs.
Carta customers get:
- Receive $5k in AWS Activate credits (eligibility criteria apply).
Terms and conditions apply

Github for Startups
The complete developer platform to build, scale, and deliver secure software.
Carta customers get:
- 20 Seats of GitHub Enterprise free for one year and 50% off in year two.
Eligibility:
- Must be Series A or earlier, new to GitHub Enterprise, and associated with an approved startup partner.
Terms and conditions apply

Monitor, Debug & Optimize Cloud-Based Apps + Systems
New Relic provides the world-class observability tooling you need to quickly monitor, debug, and optimize all of your apps and systems so that you can build and scale your startup.
Carta customers get:
- 30+ tools in one platform
- 100 GB of free data ingest/month
- 1 free full platform user & unlimited basic users
Terms and conditions apply
Communications & project management

Run the perfect board meeting
Zeck is software that reimagines the ridiculous board meeting process to drive way better decision making with your board and investors.
Carta customers get:
- 20% off the first year

From critical to daily tasks, manage it all on Asana
Manage all your work in one platform. From mission-critical functions to the daily tasks you want to automate. Asana hosts all your processes and information in one place so nothing falls through the cracks.
Carta customers get:
- 90% off of Asana Starter or Advanced annual subscriptions for your first year. (Use discount code: a4s-carta-90annual-discount)
Flexibility of spreadsheets with the power of a database
Entrepreneurs use Airtable to build MVPs, fill in the gaps between other tools, and develop custom workflows to manage processes like product launches, user research, content marketing, even fundraising outreach.
Carta customers get:
- $2,000 Airtable credit
- Access to Airtable for Startups (includes exclusive office hours, content and events)
Terms and conditions apply

The all-in-one productivity workspace
Thousands of startups use Notion to run a wiki, manage projects, share documents, and more.
Featured offer:
- 6 months free with unlimited AI for companies that have raised under $10M in funding and less than 50 employees
Terms and conditions apply

Business Phone, Video Conferencing & Contact Center
Connect your team with a platform that powers voice, video, messages, and meetings across your existing devices.
Carta customers get:
- 10 Free phone lines & unlimited video conferencing for life
- Up to 75% off additional phone lines
- Native integrations & APIs
Terms and conditions apply
Customer trust management
Build, maintain, and demonstrate trust
Reduce time spent on inbound security questionnaires and proactively share your security posture on a Trust Center.
Carta customers get:
- 25% off your first SafeBase contract
Hiring, HR, benefits & payroll

The first employee management platform
Rippling helps businesses manage every employee system — Payroll, Benefits, Computers, Apps and more — all in one modern platform.
Carta customers get (this offer does not apply if you’re already a Rippling customer):
- 6 months free Rippling payroll
- Seamless integration
Terms and conditions apply

Payroll, benefits, compliance & HR – all in one place
With Justworks, entrepreneurs and their teams get access to large-group benefits, automated payroll, compliance support, and HR tools — all in one place.
Carta customers get:
- Access to large-group benefits & perks
- Automated payroll & easy-to-use HR tools
- Compliance support & 24/7 support
Terms and conditions apply

Hire, pay, and scale with ease using Deel
Unlock $1,500 in Deel Credits. Hire, pay, and manage global teams in 100+ countries. Ensure compliance, streamline onboarding, and scale your workforce with confidence.
Carta Customers get:
- $1,500 in Deel Credits
- Free global hiring consultation
- Integrated issuer API
Terms and conditions apply

Hire, pay, and reward talent in 180+ countries
Oyster is your global employment co-pilot to hire, pay, reward, and care for full-time talent and contractors in 180+ countries without opening an entity.
Carta customers who sign up for Oyster get:
- 20% Off for EOR Hires
- Reduced rates for full-time hires with Oyster Scale
- Free access to Oyster Intelligence and Oyster Talent Network
Terms and conditions apply

Global HR, payroll, and remote work platform
Find, hire, pay, and manage your worldwide team with Remote. Grant equity to international employees through Remote Equity, integrated with Carta to seamlessly manage your cap table across your global business.
Carta customers get:
- 20% off EOR, Contractor Management, and Global Payroll for an unlimited number of employees
- 20% of Remote Equity (integrated with Carta!)
- Free Global Growth Assessment
Terms and conditions apply

HR, payroll and benefits for startups.
To free startups from HR complexities, TriNet offers access to payroll, benefits and compliance, all backed by our expertise and technology.
Carta customers get:
- Save up to 60% on TriNet admin fees
- Prebuilt integration for easier data management
Terms and conditions apply

An inclusive platform for board & executive hiring
Executives use AboveBoard to meet PE- and venture-backed companies. You list openings, they express interest, you decide whether to connect. It’s Bumble for board & executive recruiting.
Carta customers get:
- Reach beyond your networks to find diverse candidates
- Simply add your company info
- Candidates come to you
Terms and conditions apply

Small business health insurance
SimplyInsured has every small business health insurance plan from every carrier with the lowest rates, guaranteed. Get unbiased recommendations to find the best fit for your team.
Carta customers get:
- Dedicated SimplyInsured rep
- Free insurance planning session
- Free plan transfer to SimplyInsured
- Expedited access to mobile IDs
Terms and conditions apply, offer valid only in select locations
Smart HR, payroll, and benefits—built for founders who are scaling fast
Gusto helps startups hire, pay, and support their teams with confidence—so you can stay focused on building your business.
Carta customers get:
- Streamlined tools to hire and onboard your first employees
- Compliant payroll across all 50 states, plus support for international contractors
- Benefits that scale with your team and help you attract great talent
- Exclusive offer: 3 months free on any Gusto plan
Offer valid only for new Gusto customers. Terms and conditions apply.

Global work platform: payroll, hr, benefits, and more
Employ anyone, anywhere, anyhow. Our Global Work Platform connects employers and talent to simplify work in more than 185 countries and all 50 United States.
Carta customers get:
- 15% off supported employees for 12 months
- Free 30-minute consultation
- Employment country guide of your choice
Terms and conditions apply

Offer your employees an affordable, easy-to-use retirement plan
Vestwell powers modern-day workplace savings and investing programs. It's an easy-to-use 401(k) platform that simplifies the process, so you can deliver the best plan for you and your employees.
Carta customers get:
- Extensive payroll integrations, competitive pricing, and streamlined full service administration
- Vestwell will waive setup fees ($500) for Carta customers who set up a 401(k) plan
Terms and conditions apply, offer valid only in select locations
Marketing, CRM & support

Marketing, sales, & service software
HubSpot offers a complete CRM platform with all tools & integrations needed to grow better — increase leads, accelerate sales, streamline customer service, or build a powerful website.
Carta customers get:
- Access to Hubspot for Founders: education and training, 24/7 support and access to 500+ software integrations
- Seed startups now get 90% off (up from 75%) - that's an average $1,500 more savings per company
HubSpot introduced a credit system for its AI usage, and startup customers on our program now receive their program discount (up to 90%) on all AI credits they purchase.
Terms and conditions apply

Customer service-first CRM company
Zendesk is a service-first CRM company with support, sales, and customer engagement products designed to improve customer relationships
Carta customers get:
- 6 months access to Zendesk Support Suite & Sales CRM
- Online office hour sessions with startups customer success team
Terms and conditions apply

Marketing, CRM & Support Software
Freshworks is the leader of cloud-based customer and employee software including CRM, livechat, support, marketing automation, ITSM, & HRMS. Products are simple to set up, cost-effective & equipped with powerful automation.
Carta customers get:
- Up to $10,000 in credits
- Mentorship & resources
- Access to community & customers
Terms and conditions apply

Email platform for publishers & creators
With beehiiv, you can leverage the most powerful editing and design tools in both email and website, tap into our native monetization tools, and access advanced growth features.
Offer terms:
- Use code CARTA20 at checkout for 20% off your first three months.
Payments, billing & expense management
Integrated payments platform
Stripe’s payment platform helps companies accept payments from anywhere. Whether you’re creating a subscription service, on-demand marketplace, or e-commerce store.
Carta Customers get:
- $500 USD in credits to offset fees for Stripe Payments, Connect, Billing, and more. Offer available to new Stripe users only
- Discounted incorporation via Stripe Atlas ($100 value)
Terms and conditions apply
All-in-one expense, travel & card management platform
TravelBank's expense & travel platform includes policies, card management, 24/7 travel support, and full reporting. Only takes minutes to set up, at half the cost of similar solutions.
Carta customers get:
- 15% off your first year of TravelBank
- The only way to earn up to 5x Brex points on eligible travel spend
Terms and conditions apply

Travel, corporate card, & expense management platform
Navan is the first and only all-in-one, people-first travel, corporate card, and expense management super app, and is used by thousands of companies across the globe.
Carta customers get:
- $500 travel reward when they spend their first $1,000 on bookings
- Free platform up to 15 users and/or 15 trips
- Business travel, expense management, and dynamic corporate card capabilities
Terms and conditions apply
Security & compliance

Compliance at startup speed
Quickly achieve SOC 2, ISO 27001, PCI, HIPAA and +20 other frameworks. Join the thousands of companies who use Drata to make the whole process straightforward.
Carta customers get:
- 25% off your first Drata contract
Terms and conditions apply

The Complete Compliance Solution
Laika combines decades of expertise with powerful automations and workflow tools. Our end-to-end approach builds compliance programs that will grow with your business.
Carta customers get:
- Create a bespoke compliance program
- Comply with SOC 2, ISO 27001 & HIPAA
- Robust automation and frictionless audit
Terms and conditions apply
Automate compliance, manage risk, and prove trust—continuously
Vanta automates up to 90% of the work for SOC 2, ISO 27001, HIPAA, and more — getting you audit-ready in weeks and saving significant costs (up to 85%). Over 8,000 global companies use Vanta to manage risk and prove security in real time.
Carta customers get:
- $1,000 off Vanta
Startup finance & accounting

Accounting, Finance, Tax & HR for startups
From seed to unicorns, Kruze helps leading startups manage their books & finances, crush venture capital due diligence and successfully exit. Find out why leading VCs trust Kruze.
Offer terms:
- Startup-focused accounting advice plus
- 1 month free bookkeeping or
- 33% off a tax credit study
Terms and conditions apply

Escalon Services delivers tailored back-office solutions, from accounting to HR, empowering startups and SMBs to scale with confidence.
Escalon Services delivers tailored back-office solutions, from accounting to HR, empowering startups and SMBs to scale with confidence.
Let Escalon Services handle your back-office needs, so you can focus on growing your business.
Perks available to Carta customers:
- $500 off Tax Filing and 30% off your first 3 months of FinOps services

Best-in-class bookkeeping, tax, stock admin, and CFO services for high-growth startups
Pilot is the largest startup accounting provider in the US whose tailored approach, unmatched expertise, and wide range of services have helped thousands of businesses grow from early startups to successful multi-hundred person teams.
Carta customers get:
- 20% off of Pilot Core for six months
Terms and conditions apply, offer valid only in select locations

Financial Planning & Analytics for growth companies
Accelerate growth and manage investors with all-in-1 reporting, budgeting, business & workforce planning. Easy, templated, customizable, you‘ll have access to new insights in minutes.
Carta customers get:
- Save 20% on subscriptions
- 50% off
- Professional Services
- 1-hour Model Best Practice Consultation
Terms and conditions apply

Carta onboarding & equity admin services
Checkmate Equity puts Carta on autopilot through white-glove onboarding and day-to-day cap table admin services. Focus on your business and let Carta experts focus on your equity.
Carta customers get:
- Free onboarding with equity admin signup for Carta Launch clients
- Additional deals available for all Carta clients
Terms and conditions apply

Corporate Finance, FP&A, Modeling & Acting CFO
San Francisco based corporate finance and CFO team joined up to lend explosive growth internationally and fortify strategic thinking towards an exit with a focus on tech, space, and healthcare.
Carta customers get:
- 1 hour consulting call with Sr. Finance Team
- 20% off premium Corporate Finance packages for first 6 months
- 20% Off first year of Carta packages/waived implementation fees
Terms and conditions apply

Financial modeling made easy for founders
Forecastr is an online platform that helps founders build GREAT financial models so they can impress investors & run their businesses better.
Carta customers get:
- 20% OFF first-year Annual Subscription
- FREE premier onboarding
- FREE access to "Investor Connect"
Terms and conditions apply

Platform matching private companies to venture capital & debt
Diadem Capital is a full service venture backed funding platform working with private companies to get them funded whether with venture capital or venture debt and growth capital.
Carta customers get:
- Fundraising support via Diadem for a 1% fee on round and monthly SaaS fee reduced to $50/ month for early stage and $150/ month for late stage companies.
Trust and estate planning

Pay zero taxes when you exit (using trusts)
QSBS Trust Package:
- With QSBS, founders can sell up to $10M tax-free.
- Set up trusts, and each trust gets its own $10M exemption.
- 4 trusts = up to $40M in tax-free gains.
- Use trusts like your own “family bank”.
- Set it up early to save more in taxes.
- Lawyers charge $80K+ for the same setup.
Exclusive Carta Discount
- $1,250/year for up to 4 trusts (15% lifetime discount)
- Use code CARTACO to redeem
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