CARTA PARTNER PROGRAM

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. 

Build

End-to-end fundraising tools and equity management

$1,500 / year
plus $60 per stakeholder after 25 stakeholders
  • Cap table management​
  • SAFE financing
  • Scenario modeling
  • Premier support
  • Investor updates
  • 83(b) electronic filing
  • Form 3921
Grow

Industry-leading valuations and reporting

$3,600 / year
plus $120 per stakeholder after 30 stakeholders
  • Everything in Build
  • 409A valuations
  • Equity reporting
  • Cap table management
  • SAFE Financing
  • Scenario modeling
  • Premier support
  • Investor updates
  • 83(b) electronic filing
  • Form 3921
  • 409A audit support
  • ISO disqualification checks
Scale

Best-in-class compliance and expense management

$5,600 / year
plus $140 per stakeholder after 40 stakeholders
  • Everything in Grow
  • Expense reporting
  • Rule 701 disclosures
  • Cap table management
  • SAFE Financing
  • Scenario modeling
  • Premier support
  • Investor updates
  • 83(b) electronic filing
  • Form 3921
  • 409A audit support
  • ISO disqualification checks
  • 409A valuations
  • Equity reporting
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 partners@carta.com 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 partners@carta.com 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 partners@carta.com.

Add-on pricing

Cap Table Vehicles

Cap Table Vehicle is $4,000/year for Carta founders and $6,000/year for non-Carta founders.

Total Compensation

Total Compensation is $250 per employee per year with a minimum of 5 employees.

Tax Advisory

Tax Advisory is $100 per employee per year with a minimum of 25 employees.

Liquidity

For Liquidity prices, please reach out to us at partners@carta.com.