Welcome to Marketplace!

FREE Cap Table Management up to 40 stakeholders for startups & scaleup companies

Access to J.P Morgan Startup Banking Products & Solutions

Complimentary Onboarding - We do the heavy lifting!

-Issue shares & stock options

-Track Convertible Loan Notes & SAFES

-409a Valuations - Support provided with 409a company valuations

-Digital Cap Table - View % ownership , capital committed

-Plan Management - Create your ESOP, grant awards, vesting schedules

-Scenario Modelling - Simulate impact of financing rounds on the cap table

-Simplified Reporting - Cap Table, Option Grant, Vesting

-Participant Experience - Allow employees and investors to view their equity online

FREE Cap Table Management up to 40 stakeholders

$2000 per year for 41-100 stakeholders ( before discount )

Complimentary Onboarding - We do the heavy lifting!

Access to J.P Morgan Startup Banking Product & Solutions

-Issue shares & stock options

-Track Convertible Loan Notes & SAFES

-409a Valuations - Support provided with 409a company valuations

-Digital Cap Table - View % ownership , capital committed

-Plan Management - Create your ESOP, grant awards, vesting schedules

-Scenario Modelling - Simulate impact of financing rounds on the cap table

-Simplified Reporting - Cap Table, Option Grant, Vesting

-Participant Experience - Allow employees and investors to view their equity online

J.P Morgan Workplace Solutions have the most advanced scenario modeling on the market. You can now model multiple future funding rounds and exit events. Model your Series A Round, and then build a Series B, C & D on top.

Use our tool to prepare for funding rounds or your exit event!

• 100% off in the first year, 50% off in the second year, 25% off in the third year.
• Eligible for: New customer | Pre-Seed, Seed or * Series A | and up to 25 employees.
• Premium features include: Advanced Seats, * Proactive Support Plus (Product tours, checklists, surveys.
• 300 Free Fin Resolutions per month
• Phone, SMS & WhatsApp, which are charged at the list price

$1,000 tax filing + $10/month bookkeeping (normally $99/mo) | US entities only

Built for new small business owners who need affordable, hands-on support getting off the ground.

What's included:

• Monthly bookkeeping
• Federal + state tax filing (1040 + Schedule C)
• Free onboarding to Pilot
• Help setting up your bank account, credit card & payroll
• Small business resource library + monthly webinars

✅ Who qualifies: US business under 1 year old, under $15,001/month in expenses at signup

After your first year or if you exceed the expense limit, you'll move to the standard Pilot Essentials plan at $99/month. Tax complexity beyond standard returns billed after filing.

Pilot is an outsourced accounting and finance firm that works with many venture-backed companies throughout the U.S. They partner with their clients by providing bookkeeping, tax, R&D tax credit studies and strategic / fractional CFO support.

$750 for your first year of tax filing and bookkeeping is free until you outgrow the program.

Everything a newly incorporated startup needs to launch with clean financials.

Built for: US-incorporated C-Corps and Multi-Member LLCs that are under 1 year old and under $15,001/month in expenses.

What's included:

• Free onboarding to Pilot

• Monthly accrual-basis bookkeeping — free while you qualify

• Federal + state tax filing + extension — $750 flat

• Business checking, savings & corporate credit card setup

• Payroll set up for you

• Startup resource library

• Access to US-based financial experts

Once you hit your first year or exceed the expense limit — whichever comes first — you'll move to Pilot Core (bookkeeping from $399/mo, based on monthly expenses) + Tax Starter ($750/yr).

Eligible startups can receive Google Cloud costs covered up to $200,000 USD (up to $350,000 USD for AI startups) over 2 years.

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

Redeem URL: see redemption steps

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.