Welcome to Marketplace!

• 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

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.

$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.

$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).

Startups are eligible for 30% off year one, 15% off y2 if:

• Have not raised Series C or beyond
• Are associated with one of our approved partner organizations
• Applies to net-new Pro or Enterprise hubs

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.