Discounted Offers to Help You Grow

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.

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.

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

Take the Guesswork Out of Fundraising with StartupOS—60% Off Annual Subscription. Unlock unlimited AI-powered pitch analyses, program matching, and member-only events with this exclusive discount for SVB clients.

Why Subscribe to StartupOS Premium:

• Unlimited Pitch Deck Analyses: Refine your deck as often as you like with slide-by-slide feedback powered by Bolt AI.
• AI-Powered Program & Investor Matching: Get matched to the right accelerators, grants, and investors based on your startup profile.
• Member-Only Events & Workshops: Access virtual pitch nights, masterclasses, and networking sessions designed to supercharge your growth.
• Deep-Dive Insights & Benchmarks: Compare your fundability score against peers and uncover targeted improvement tips.
• Priority Support & Custom Integrations: Fast-track answers from our team and plug into the tools you already use.

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!

Prendio is excited to offer 50% off Implementation and QuickBooks Integration Fees for SVB client companies! Accelerate R&D through automated procurement and give finance executives a more controlled and streamlined procure-to-pay workflow. Contact us today to get started!

Available to US Clients.

With our customized Penetration Testing methodology, we can help you identify:

• Business logic vulnerabilities and flaws in applications, weak and unprotected forward-facing processes such as sub-standard website automation, data ingest issues, and more.

• Technical vulnerabilities that exist in your code that may inadvertently be allowing criminals to penetrate your cloud-based data and applications.

• Infrastructure vulnerabilities allowing criminals to infiltrate internal systems and spread throughout your organization.

Applicable toward 15% off Penetration Testing Services or 15% Cyber Security Service.

Available to all SVB clients.