Plans & Pricing for Corporations
Smart. Scalable. Simple.
Launch
Launch your company and your first cap table, for free
FreeUp to 25 stakeholders and $1M raised
Sign up, it's freeCore
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
Core
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
Included with build
- Priced round modeling
- Deal Closings
- Deal Pro Forma
- White-glove onboarding
- Customize plan with add-ons
Recommended
Flexible stakeholder limitGet started with Grow
Grow
Get industry-leading valuations and tax support
Flexible stakeholder limit
Core
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
Build
- Priced round modeling
- Deal Closings
- Deal Pro Forma
- White-glove onboarding
- Customize plan with add-ons
Included with Grow
- Board meetings
- Form 3921
- 409A valuations
- 409A valuation audit support
Scale
Navigate compliance effortlessly at any milestone
Flexible stakeholder limit
Core
- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
Build
- Priced round modeling
- Deal Closings
- Deal Pro Forma
- White-glove onboarding
- Customize plan with add-ons
Grow
- Board meetings
- Form 3921
- 409A valuations
- 409A valuation audit support
Included with scale
- ASC 718/US GAAP reporting
- ASC 718 audit support
- Rule 701 management
- IFRS financial reporting
- IFRS audit support
- Exit modeling
- IPO Advisory
- SSO for admins
Compare plans
Launch
Build
recommendedrec.Grow
Scale
Customer support
Email, chat, and phone support
White-glove onboarding
Manage your cap table
Stakeholder management
Electronic securities
Electronic exercising
Equity plan management
Auto-updated cap table
Financial transactions
SEC transfer agent
Stock exercises and repurchases
Stock transfers
Online transactions
Integrations
HRIS integration
Payroll integration
Single sign-on (SSO) for admins
Insights and reporting
Equity reporting
ASC 718 US GAAP reporting
ASC 718 audit support
IFRS financial reporting
IFRS audit support
Fundraise
SAFE round modeling
SAFE fundraising workflows & closings
Fundraising benchmarks
Priced round modeling
Deal Pro Forma
Deal Closings
Tax and compliance
83(b) for founders and holders
ISO management
409A valuations
409A valuation audit support
Form 3921
Rule 701 disclosure management
Shareholder management
Data rooms
Board consents
Investor updates
Board meetings
Exit and IPO Planning
Exit Modeling
IPO Advisory
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Customize your plan with powerful add-ons
Unlock tools and services to help your company grow with add-on products, available with any paid plan.
Sold separately
Total Compensation
Forecast, hire, and retain talent
- Salary and equity benchmarks
- Forecast with real-time insights
- Total rewards statements
Available with
BuildGrowScale
Equity Advisory
Tax strategies for equity compensation
- Tailored equity education
- 1:1 tax advisory sessions
- Personalized equity strategies
Available with
BuildGrowScale
Liquidity
Run tender offers on your terms
- Expert insight for deal structuring
- Detailed, custom dashboards
- Tax withholding estimates
Available with
BuildGrowScale
QSBS Attestation
Maximize tax savings with QSBS
- Personalized QSBS letters
- Automatic annual eligibility checks
- Expert QSBS support
Available with
BuildGrowScale
Plus, integrations that connect your entire stack

BambooHR
HRIS

Ramp
Finance

Rippling
HRIS

TriNet
HRIS
Trusted by
1 / 1
Simple pricing, by the numbers
Carta’s pricing is built for transparency, based on the need and size of your team.
Package
Four options: Launch, Build, Grow, or Scale
Stakeholders
Number of equity holders on your cap table
Add-on products
Customize your package with add-on products
Your price
FAQs
You have questions, we have resources and answers.
Get started
Let's connect
Ready to customize your plan? Get started with a personalized demo of Carta's equity management software today.





