Partner pricing

Carta is focused on providing your clients access to a premium platform at founder-friendly prices based on the company’s total equity holder count. All of our preferred partners receive a discount for the first year. 

Pricing for Corporations


End-to-end fundraising tools and equity management

$1,600 / year
plus $80 per stakeholder after 20 stakeholders (*up to 50)
  • Cap table management​
  • SAFE financings
  • 83(b) for founders
  • SEC transfer agent
  • Fundraising benchmarks
  • SAFE modeling
  • Investor updates
  • Premier support

Industry-leading valuations and reporting

$3,900 / year
plus $130 per stakeholder after 30 stakeholders
  • Everything in Build
  • 409A valuations
  • 83(b) electronic filing
  • Form 3921

Best-in-class compliance and expense management

$8,000 / year
plus $200 per stakeholder after 40 stakeholders
  • Everything in Grow
  • Advanced Financial Reporting
  • IFRS Financial Reporting
  • Waterfall modelling
  • Rule 701 disclosure management
Launch: Start for free

Are you working with an early-stage founder? If their company has raised less than $1M and has less than 25 stakeholders—they’re ready to get started on Carta Launch for free.

Contact us at for more info.


*Updated April 3, 2023. Pricing table for reference and subject to change. Please do not share.

Add-on pricing

Total Compensation

Total Compensation starts at $1,250

Equity Advisory

Equity Advisory is $125 per employee per year with a minimum of 20 employees.


For Liquidity prices, please reach out to us at

Standard Financial Reporting

Companies can now add Standard Financial Reporting to their Grow plan for an additional $40 per stakeholder annually (with a minimum of 40 stakeholders).

Discover Carta’s equity management platform

Pricing for LLCs

Audit-ready valuations

Request and receive accurate valuations—fast

  • 409A valuations
  • Liquidation threshold support
  • Profit interest valuations
  • IRS/SEC compliant valuations
  • Expert support
  • Quick turnarounds
Financial Reporting

Automated ASC 718 expense and disclosure reports

  • Automated financial reporting
  • Disclosures
  • Audit support
  • Expenses
  • On-demand reporting
  • Customizable reports
Waterfall modeling

Run any model with our customizable engine

  • Exportable summaries
  • Direct add-in for Excel
  • Integrated with your cap table
  • Tailored to enterprise valuation, exit date, and vesting behavior

Pricing is custom and tailored to the complexity and features needed. Get in touch to learn more or get a custom quote for your client.

  • Included in every plan:
  • Automated cap table management
  • Centralize equity and tax documents
  • Dedicated interest holder portal and equity transparency
  • Calculate and track distributions
  • Manage ownership across multiple entities
  • Distribute Form K-1s to interest holders
  • Automatically generate 83(b) forms for profits interests

Frequently asked questions

Who is this for?

Pricing shown is for C-corporations. For LLCs or Healthcare and Life Sciences companies, please get in touch with us at

How is it calculated?

Pricing is based on the number of stakeholders in a 12-month period. For companies with 100+ stakeholders, please contact us for pricing.

Is there a partner discount?

Yes. Reach out to us at to discuss.

How do I offer it to my clients?

To ensure your partner discount is applied and implementation fees are waived, send all referrals to