Discounted Offers to Help You Grow

As part of Carta’s Partner Program, portfolio companies of select venture firms receive a 20% discount on their first year subscription (subscription plans) as well as waived implementation fees.

Please note that existing Carta customers are not eligible.

Formation stage companies may be eligible for a free subscription through Carta Launch. Please see the Launch offer for more details.

Formation stage companies are eligible for a free subscription to Carta through Carta Launch!

You must have less than 25 stakeholders and under $1m raised to be eligible. Redeem below.

Let Carta help you streamline your fund's back office. Services we offer:

Fund Administration - full service from experienced accountants, leading technology and streamlined LP experience

Fund & SPV Formation - entity incorporation, document templates, LP onboarding, budget setting, partner intros, capital calls & closings

Fund Forecasting & Portfolio Management Tools - utilize dynamic forecasting models and real time portfolio company data in your models and reporting

Valuations - ASC 820 valuations using our software or get audit-defensible valuations from our team of experts

Fund Tax - tax experts prepare and file returns for you and your investors

Carta Equity Management - Join our partner program to provide equity management discount to your portfolio companies

Offer actionable tax advice

Employees receive unlimited 1:1 sessions with Equity Tax Advisors who can address their grants, model tax scenarios, and tax obligation questions.

Reduce operational burden

Our accredited Equity Tax Advisors field all of your employees’ equity questions, freeing up time for your finance, HR, and legal teams.

Provide a turnkey solution

Employees use the same trusted platform where they already receive equity updates, with no need to set up a new account.

What is Carta Total Comp?

You may already be familiar with the Carta equity management platform for cap tables, 409A services, and more. Now, Carta Total Comp, a compensation benchmarking and planning platform, helps you make better compensation decisions faster so you can focus on building your business.

Compensate with confidence

• One platform: Compensation and cap table all on one easy-to-use platform
• Better decisions faster: Quickly gain insight through our planning and workflow tools so you can turn compensation into your competitive advantage
• Compensation simplified: Automated leveling system, seamless HRIS integrations, and personalized onboarding so you can get started right away
• Data you can trust: The world’s largest VC-backed equity compensation benchmarking data set

As an SVB client, you are eligible for 25% off your first-year subscription when you pay annually as well as waived implementation fees.

Offer is available to global SVB customers.

BoardProspects' innovative platform offers for-profit corporations of all sizes a cost-effective way to identify, assess, and recruit board members.

Gain unprecedented access to a pool of 11k+ diverse and accomplished board candidates, streamlining your search for exceptional directors who perfectly align with your organization's goals.

The platform empowers you to identify, engage, and recruit top-tier board talent effortlessly through our advanced matching algorithm, which ensures you connect with individuals possessing the precise expertise, skills, and industry experience required to drive your company forward.

Say goodbye to time-consuming traditional recruitment methods and elevate your boardroom with visionary directors who will amplify your organization's success.

BoardProspects is the premier board recruitment solution used by for-profit corporations to identify, assess, and recruit board members.

While there are no set criteria for BoardProspects membership – or for board service – Members who find the most success on BoardProspects typically fall into one of the following categories: current board members, c-suite executives, rising leaders & industry experts, government officials, and higher education professionals.

Annual membership with BoardProspects unlocks a suite of exclusive tools and resources designed to supercharge your board candidacy and support your development as a board director.

BoardProspects offers different tiers of membership.

As a Premium member ($499 a year) you will be equipped with the tools to actively pursue your first – or next – for-profit board role:

• Boosted placement in search results
• Live feed of governance headlines & recent appointments, polls, and Member posts
• View & apply to open opportunities
• Guaranteed feature in BoardProspects publications
• Participate in BoardRoom forums
• Access BoardRoom Resource Partner materials
• Join quarterly virtual events live
• Discounted admission to in-person events

As a Premium Plus member ($999 a year) you will develop your board candidacy, expand your network, and boost your exposure. You will receive all of the benefits of Premium membership as well as:

• Concierge profile setup ($99 value)
• 1.5 hours of 1:1 coaching ($750 value)
• Live peer networking opportunities
• Top placement in search results
• Complimentary admission to one in-person event

As an SVB client, you get 10% off your annual Elevate Academy membership.

Available to all SVB Clients.

Over 10,000 companies trust Vanta to quickly and painlessly achieve and maintain compliance with top frameworks—like SOC 2 and ISO 27001—and build a strong security foundation, so you can close bigger deals and scale faster. As a SVB client, you get exclusive discounts on Vanta. Learn more by booking a demo.