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December 2020 Update

Read the latest updates and resources for our legal partners below
Law partner newsletter - December 2020 | Carta 1


SAFEs, automated on Carta

Carta goes beyond cap table management and now helps founders generate and manage SAFEs. Model the round, generate new SAFEs in seconds, streamline communication, and get automatic cap table updates. Clients can get started for free with Carta Launch or any paid plan. Existing customers can email launchsupport@carta.com for access or learn more here

We are integrating form SAFEs for many of our partner law firms to ensure clients can leverage partner-approved forms. Contact us at partners@carta.com to streamline your clients’ SAFE financings!

Carta’s Free SAFE and Convertible Note Calculator now available in-app

We’re thrilled to debut this free tool to help founders better understand the potential dilutive impact of pre-money SAFEs, post-money SAFEs, and notes once they convert in a future priced round. Set up the model in seconds and run as many scenarios as you’d like—all you need are a few inputs. Now available in-app with all Carta plans (including our free Launch plan).


With the launch of CartaX, Carta will deliver to companies and their law firms a seamless solution to the administrative and operational challenges of liquidity offerings. Companies can program recurring liquidity events — annually, quarterly or even monthly — while retaining control over participation and disclosure. To learn more about CartaX or to inquire about tender offer support for your team, please contact us at partners@carta.com.

Important updates

Always stay up to date on new product changes with Carta’s release notes.


Guidance on how to run a stock split on Carta

When a forward or reverse stock split needs to be reflected on a company account, a Legal Administrator on the account should reach out to Channel Support team by emailing partnerships@carta.com with the following information to request the split and expedite the process:

  1. Effective date
  2. Split ratio e.g. Before 1, After 10
  3. Share classes affected
  4. Confirmation of the following:
    1. Cap table is up-to-date as of the effective date of the split
    2. There are no current/pending transactions
    3. The ability to exercise online is turned off (temporarily) 

Take a look at this article on how to run a stock split on Carta to learn more.

Law partner newsletter - December 2020 | Carta 2

Introducing the new Release Notes

Stay up-to-date on Carta’s product changes:

Filter by label to only include the ones you care about most. Filter by Carta product area (Corporations, Investor Services, Platform, and CartaX), customer type (Employee, Equity Administrator, Board Member, etc. ), or release stage (General Audience, Preview, etc.)

Subscribe for recurring product updates in an email to your inbox whenever we post a new update. You can find the subscribe button at the top of the Release Notes site.

Learn more about the new Release Notes site here.

fund administrator

Carta’s Startup Stack: Exclusive offers for your clients

A curated directory with special offers on products and tools to help founders build and scale with companies like AWS, Stripe, Brex, and more! 

Free credits, discounts, and special perks across bookkeeping, cloud computing, payroll and more for your clients. Check it out and let your clients know about this new perk!

Other updates

Law partner newsletter - December 2020 | Carta 3

Current pricing

Always find Carta’s up-to-date new customer pricing on the Partner Resource Center (pw: partners).

Set up a Carta training for your firm

Carta’s Law Firm support team would be happy to host an engaging virtual product training for a group of paralegals and attorneys at your firm. Make sure your teams are up-to-date on how to use the Carta platform more efficiently. Please contact your Carta Representative or email us at partners@carta.com

equity education
Law partner newsletter - December 2020 | Carta 4

Partner tier update

In April of 2020 we introduced a few important changes to our Law Firm Partner Program with new partner tiers, based on feedback from our latest Partner Survey. Law firms will be assigned tiers based on the total number of new active referrals made by your firm in the prior calendar year. The more your firm grows with Carta, the more benefits you unlock for your clients. To learn more about how this affects you and your firm, check out our FAQs

Refer a company to Carta

We have created a new and more efficient workflow for you to refer clients to Carta to receive your partner discount on our paid plans. Instead of sending us an email, you can now use the ‘Refer company to Carta’ button in your firm’s Carta account. See the adjacent image for where to access this.

Law partner newsletter - December 2020 | Carta 5

Hot off the press

Annual report

Table Stakes

The Table Stakes report, now in its third year, will include data and discussion on the gender equity gap as well as an examination of how race & ethnicity play a role in the distribution of equity in the startup and investor ecosystem. This will be the first ever report to analyze employee equity distribution by race and ethnicity. Check out our blog from 2019 that summarizes the gender equity gap study


Law partner newsletter - December 2020 | Carta 6


Carta’s 3rd annual Table Stakes Event & Study

Join us live for a virtual Table Stakes event on December 9, 2020 from 12-5pm PT. The virtual event convenes the brightest minds in investing, entrepreneurship, and policy to discuss actionable solutions to drive more equitable equity distribution

The event will include both main stage keynotes and breakout panels focused on investors, founders, policy & legislation, and equity education. Check TableStakes.com and @tablestakes on Twitter for information about speakers attending & other announcements! Table Stakes Summit is free and open to all.


Law partner newsletter - December 2020 | Carta 6

PAST virtual events

Carta’s Legal Design Partner Program – Remote Edition

Carta kicked off our 3rd cohort of the Legal Design Partner Program with a virtual dinner & roundtable discussion. In this  program, selected members from our law firm partners agree to provide feedback to our product designers playing an integral part in testing new partner initiatives & Carta features throughout their development process. This new cohort included members from DLA Piper, Cooley, Morrison & Forrester, Latham & Watkins, Kastner Gravelle, Pillsbury, and KO.

Write us at partners@carta.com if you’d like to be a part of Legal Design Partners! 

Law partner newsletter - December 2020 | Carta 8


Carta Partner Resource Center

Find all the information you need about Carta products, up-to-date pricing, resources for your clients, and educational content in one place. (Access code: partners).
DISCLOSURE: This communication is being sent on behalf of eShares, Inc. dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein.
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