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. 


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
  • SAFE & Priced round modeling
  • Premier support
  • 83(b) for founders
  • 83(b) for employees w/electronic filing
  • Form 3921

Best-in-class compliance and expense management

$6,000 / year
plus $150 per stakeholder after 40 stakeholders
  • Everything in Grow
  • Financial Reporting
  • Rule 701 disclosures
  • 409A audit support
  • Waterfall modeling
  • Expense reporting
  • ISO disqualification checks
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.
Discover Carta’s equity management platform

Cap table pricing

Who is this for?

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

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

Add-on pricing

Total Compensation

Total Compensation starts at $2,500

Tax Advisory

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


For Liquidity prices, please reach out to us at