PRICING & PLANS | FOR COMPANIES

A plan for every stage

Free
Launch
Free for companies with up to 25 stakeholders and up to $1M raised
  • Cap table management
  • SAFE and Priced Modeling
  • Fundraising benchmarks
Build
End-to-end fundraising tools and equity management
  • Everything in Launch
  • White glove onboarding
  • Premier support
Recommended
Grow
Industry-leading valuations and tax support
  • Everything in Build
  • 409A valuations
  • 83(b) electronic filing
Scale
Best-in-class compliance and financial reporting
  • Everything in Grow
  • GAAP Financial Reporting (ASC-718)
  • IFRS Financial Reporting

Want help deciding? Call us at: 1-833-403-5468

Plan comparison

Cap table management

Launch

Build

Grow

Scale

Cap table

Electronic securities

Electronic exercising

Equity plan generation

Security holder management

Transactions auto-update cap table

Compliance

Launch

Build

Grow

Scale

83(b) for founders

83(b) electronic filing (employees)

Form 3921

ISO disqualification check

Standard 409A valuation and refreshes

Complex 409A valuation

409A audit support

ASC 718 audit support

Rule 701 management

Shareholder management

Launch

Build

Grow

Scale

Data room

Board consents

Investor updates

Insights and reporting

Launch

Build

Grow

Scale

Deal Pro Forma

Equity reporting

Funding benchmarks

Scenario modeling - SAFE Financing

Scenario modeling - Priced Round

Waterfall modeling

GAAP Financial Reporting (ASC-718)

IFRS Financial Reporting

Financial transactions

Launch

Build

Grow

Scale

SEC transfer agent

Stock exercising and repurchasing

Stock transfers

ACH and wire transfers

System integrations

Launch

Build

Grow

Scale

HRIS integration

Payroll integration

Customer support

Launch

Build

Grow

Scale

Premier support

Add-on pricing

Total Compensation Add-on

Send offer letters

Access salary and equity benchmarks

Provide employee comp transparency

Equity Advisory Add-on

QSBS attestation

1:1 sessions with Equity Tax Advisors

On demand education

Company-wide equity education webinar

Liquidity Add-on

Tender Offers

IPO Advisory

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Get in touch to discuss plans and pricing

DISCLOSURE: This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.

©2023 eShares, Inc. dba Carta, Inc. All rights reserved.