As an SVB client, you are eligible for 20% off of Pilot Core for 6 months to work with an expert in startup bookkeeping and tax.

Available to US Clients.

*Only Asana Advanced Plans are eligible for this offer. The period of free access to an eligible paid Asana plan will apply only for the first twelve months of your subscription beginning on the date of your redemption (the “Free Period”), whether you are on an annual or monthly subscription. After the Free Period, your account will be billed at Asana’s then-current pricing, as set forth on Asana’s plans page. Asana may amend or revoke this promotional offer, at any time in its sole discretion, for organizations that have not yet redeemed the coupon code. Offer is non-transferable. Limit one offer redemption per customer. Please note that organizations currently on paid plans or who have upgraded to a paid plan within the last 60 days are not eligible ; for companies currently on a paid Asana plan, or for further assistance you may contact: [email protected] for questions.

Available to all AWS customers (no minimum spend threshold).

Save up to $20K using Archera’s flexible-term Insured Commitments for AWS without paying any premiums and generate ongoing savings by managing and automating your procurement of native Savings Plans (SPs) and Reserved Instances (RIs) with Archera’s free platform.

Available to all Azure customers (no minimum spend threshold).

Save up to $20K using Archera’s flexible-term Insured Commitments for Azure without paying any premiums and generate ongoing savings by managing and automating your procurement of native Savings Plans (SPs) and Reserved Instances (RIs) with Archera’s free platform.

First billable training class of 15 agents waived

First 30 days of production waived

Simple pilot terms with flexibility

Full day with contact center subject matter experts

Insights into each/any department

Includes deep-dive in Quality Framework

Total cost credited at the awarding of a future SOW

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.

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