As an SVB client, you are eligible for 20% off your first-year subscription as well as waived implementation fees when you sign a multi-year contract.

Offer is available to global SVB customers

Up to $50,000

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

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.

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

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.

Vouch customers can save when they bundle coverage through Vouch, and Silicon Valley Bank clients may be eligible for an additional 5% discount off coverage.

Boundless – Premium Visa Services

Boundless provides visa services, including Green Card, O-1, H-1B, L-1, and TN, that simplify complex immigration processes for ambitious founders, executives, and global talent. We combine expert legal guidance with a tech-forward approach, ensuring a seamless experience for you and your team. We help startups and corporations of all sizes as they scale, staying with founders and their teams to guide them into the future with all their immigration needs.

Our Services:

• Experienced Legal Support: Our highly skilled team of lawyers personally handle every case, from legal assessments and application preparation to document review and case submission, ensuring each step is handled with care and accuracy. With their expertise, we’ve helped 100,000+ people with their immigration processes, including over 20,000 in 2024.✅
• Technology-Forward Solutions: Boundless leverages innovative tools to enhance efficiency and streamline workflows, reducing processing times while maintaining the highest standards of quality under strict attorney review of each case. Our platform provides clear workflows to track progress and real-time updates, helping clients stay informed and confident throughout their immigration journey. 🤖
• Swift & Seamless Support: With case turnaround times of just 4-6 weeks, we prioritize speed and efficiency to help you achieve your immigration goals without delays. Our team provides personalized support, white-glove service, and clear communication at every step, making immigration accessible, transparent, and stress-free. 🤝
• Money-Back Guarantee: We are confident in the quality and reliability of our services. That’s why we offer a money-back guarantee* if your case does not meet the high standards we promise to deliver. With Boundless, you can move forward knowing your investment is protected. 💰

Boundless bridges the gap between speed and quality, offering a rare combination of affordability and precision.

Contact us to avail of this exclusive offer for 50% your first 5 founder-focused visas.

10% discount on first year of Paro Services.

Available to US Clients.