Plans & Pricing for LLCs

Smart. Scalable. Simple.

Core features

Access to everything you need to manage equity

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Cap Table Management
  • Automated equity tracking
  • Multi-entity cap table management
  • Electronic securities and exercising
  • Track vesting schedules
  • Dedicated interest holder portal
  • Custom vesting & distribution rules
Tax and Compliance
  • Centralize tax documents
  • Manage operating agreements
  • Distribute K-1s
  • Form 83(b) for profit interests
  • Compliance and audit readiness
  • Advanced compliance add-ons
Insights and Reporting
  • Pull reports in clicks
  • Track historical ownership
  • Investor and board management
  • Secure data rooms
  • On-demand cap table reports
  • Advanced insights add-ons

Full plan overview

Customer support
Expert support and guidance
White-glove onboarding
Manage your cap table
Multi-entity structure
Bulk pricing available
Track ownership
Manage different vesting schedules
Time or milestone vesting for LLC instruments
Interest holder management
Equity plan
Auto-updated cap table
Configure LLC security types
Interest holder portal
Bulk issuance
Look-through ownership
For complex LLCs
Percentage-based ownership
For complex LLCs
Insights and reporting
Equity reporting
ASC 718 US GAAP reporting
ASC 718 US GAAP audit support
Tax and compliance
83(b) for founders and holders
Centralized LLC documents
K-1 distribution
Shareholder management
Data rooms
Integrations
Single sign-on (SSO) for admins
Trusted by
Harbourview Equity Logo | PE
Off Road Capital Management Logo | PE
Logo | Relativity BW
The Sterling Group Logo | PE
Veritas Logo | PE
Windjammer Capital Investors Logo | PE

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.

Waterfall Modeling

Run any model with our customizable engine

  • Integrated with your cap table
  • Easily audit every calculation
  • Tailored to your operating agreements
For complex LLCs

Distributions

Accurate distributions without the spreadsheets

  • Automated payout calculations
  • Individual and historical
  • View invested capital balance in real-time

Valuations

Request and receive accurate valuations—fast

  • 409A valuations
  • Liquidation threshold support
  • Profit interest valuations

Financial Reporting

Automated ASC 718 expense and disclosure reports

  • Automated, customized reports
  • Disclosures and expenses
  • Audit support

FAQs

You have questions, we have resources and answers.


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Let's connect

Ready to customize your plan? Get started with a personalized demo of Carta's equity management software today.
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