A plan for every stage
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.
- Cap table management
- SAFE Financing
- Scenario modeling
- Everything in Build
- 409A valuations
- Equity reporting
- Everything in Grow
- Expense reporting
- Rule 701 disclosures
Hey early-stage founders, there’s a free plan to help companies with less than 25 stakeholders and less than $1M raised in funds issue equity, fundraise, and find support along the way.
Want help deciding? Call us at: 1-833-403-5468
Plan comparison
Cap table management
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Build |
Grow |
Scale |
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Cap table |
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Electronic securities |
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Electronic exercising |
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Equity plan generation |
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Security holder management |
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Transactions auto-update cap table |
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Compliance
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Build |
Grow |
Scale |
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Form 3921 |
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83(b) election filings |
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ISO disqualification check |
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Standard 409A valuation and refreshes |
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Complex 409A valuation |
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Add-on |
Add-on |
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409A audit support |
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ASC 718 expense accounting |
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Rule 701 management |
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Shareholder management
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Build |
Grow |
Scale |
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Data room |
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Board consents |
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Investor updates |
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Insights and reporting
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Build |
Grow |
Scale |
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Financing benchmarks |
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Scenario modeling |
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Deal-ready pro forma |
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Equity reporting |
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Financial transactions
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Build |
Grow |
Scale |
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Stock exercises and repurchasing |
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Stock transfers |
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ACH and wire transfers |
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System integrations
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Build |
Grow |
Scale |
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HRIS Integration |
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Payroll integrations |
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Customer support
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Build |
Grow |
Scale |
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Premier support |
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Add-on pricing
Total Compensation
Add-on
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Send offer letters |
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Access salary and equity benchmarks |
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Provide employee comp transparency |
Tax Advisory
Add-on
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QSBS attestation |
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1:1 sessions with Equity Tax Advisors |
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On demand education |
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Company-wide equity education webinar |
Liquidity
Add-on
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Tender offers |
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Secondary blocks |
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Auctions |
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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.