pricing & plans | for companies

A plan for every stage

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Build

End-to-end fundraising tools and equity management

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  • Cap table management
  • SAFE Financing
  • Scenario modeling
  • Premier support
  • Investor updates
  • 83(b) electronic filing
  • Form 3921
Grow
Most popular

Industry-leading valuations and reporting

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  • 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

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  • 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

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.

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

Plan comparison

Cap table management
Build Grow Scale
Cap table
Electronic securities
Electronic exercising
Equity plan generation
Security holder management
Transactions auto-update cap table
Compliance
Build Grow Scale
Form 3921
83(b) election filings
ISO disqualification check
Standard 409A valuation and refreshes
Complex 409A valuation

Add-on

Add-on
409A audit support
ASC 718 expense accounting
Rule 701 management
Shareholder management
Build Grow Scale
Data room
Board consents
Investor updates
Insights and reporting
Build Grow Scale
Financing benchmarks
Scenario modeling
Deal-ready pro forma
Equity reporting
Financial transactions
Build Grow Scale
Stock exercises and repurchasing
Stock transfers
ACH and wire transfers
System integrations
Build Grow Scale
HRIS integration
Payroll integration
Customer support
Build Grow Scale
Premier support

Add-on pricing

Cap Table Vehicles Add-on

Consolidate investors into a single line in your cap table

Total Compensation Add-on
Send offer letters
Access salary and equity benchmarks
Provide employee comp transparency
Tax 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
Secondary blocks
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.

 

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