Startup Toolkit™ for Citizens Private Bank™ Clients

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43 Results found

Top Professional services in the Startup Toolkit™ for Citizens Private Bank™ Clients

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Pulley

New customers
Discount 15%

  • Bootstrapped

Save 15% Off Your First Year of Cap Table Management Software

Companies on GetProven get 15% off of their first year on "Startup" or "Growth" plans, concierge onboarding, and dedicated, expert support.

Pilot

New customers
Discount $6,500

Booster Programs

🚀 Startup Booster

Bookkeeping + Tax for $750/year

For early-stage tech startups (<12 months old and <$15K/month in expenses). Get clean books, proactive tax support, and the financial foundation you’ll need for your next round.

💼 Small Business Booster

Bookkeeping for $10/month

For small businesses (<12 months old and <$5K/month in expenses). Simple, affordable bookkeeping to help you stay organized and confident as you grow.

Carta

New customers
Discount 20%

Carta Total Comp - Limited Time Offer (New)

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

Carta

New customers
Discount 20%

20% Off First Year's Subscription to Carta (New)

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.

Burkland

New customers
Discount 50%

  • Pre seed

Founders Package

50% off the first three months of all Bookkeeping & Accounting services

Two hours of free Controller work

Complimentary one-hour CFO consultation

Waived onboarding fees

Discounts with Burkland’s tech stack partners, e.g. QBO, NetSuite, Ramp, Expensify, Bill, Gusto, Deel, Carta, Puzzle, and more

Aspen HR

Existing and new customers
FREE

90 days of free PEO services (large group medical insurance, robust HR tech, payroll, HR compliance)

Receive 90 days of free PEO services. Aspen HR is a white-glove PEO provider for start-ups who need both HR technology but also hands-on HR guidance and rapid response support. This offer is valid for companies in all stages of growth ranging from pre-seed to Series E.

Carta

New customers
Discount 20%

(UK & EU) 20% Off First Year's Subscription to Carta (New)

To see further details, please click on “Show details”

Microsoft for Startups

Existing and new customers
FREE

Up to $5k of Azure credits, including credits toward Azure AI Studio - the most comprehensive set of AI models, and discounts on 30+tools your team needs to build!

Microsoft for Startups empowers early-stage startups to accelerate their innovation and growth with free credits and AI resources. Incorporated startups new to Azure can get up to $5k in free Azure credits and access to the latest AI models and template repositories to start building their AI solutions. If you are venture backed, you may qualify for more benefits.

Pulley

New customers
Discount 15%

  • Bootstrapped

Save 15% Off Your First Year of Cap Table Management Software

Companies on GetProven get 15% off of their first year on "Startup" or "Growth" plans, concierge onboarding, and dedicated, expert support.

HubSpot

New customers
FREE

Founder Gift Bag - $80k Worth of Partner Offers

$5,000 in AWS Activate Credits

$1,000 in Google and LinkedIn Ad Credits

12 Months FREE Asan's Business Plan

Up to 90% OFF Dropbox Tools

50% Off one year of Apollo's Basic or Pro plan

12 months Make for FREE

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