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.

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.

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

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 fee when you sign a multi-year contract.

To see further details, please click on “Show details”

To see further details, please click on “Show details”

Leverage one of Escalon's experienced CFOs for 1:1 consulting time. You can utilize this time for things like financial review, fundraising strategies, tax advice, risk analysis, runway analysis, and more!

You get the office size and location you want with the most flexible terms on the market. All our locations are private, turnkey, and lease-free. Everything is taken care of: you'll have coffee/tea, fast wifi, standard furniture, whiteboards, and a dedicated success manager. You can grow within our Space Network whenever it's the right time for you to get more days/week in-person, move to a larger space, or expand to more cities. Office-as-a-service.