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

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!

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

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.

As part of Carta’s Partner Program, portfolio companies of select venture firms receive a 20% discount on their first year subscription 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.

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

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.

Slack brings your people, projects, and AI together — so work moves faster and nothing falls through. Meet Slackbot, our new AI agent that summarizes meetings, drafts replies, and handles routine workflows. And with Slack CRM, you can manage customers, deals, and pipeline right inside Slack. It’s the one place for your team, your projects, your customers, and your AI agents to work together.

$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).