PRICING & PLANS | FOR COMPANIES

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.

Build
End-to-end fundraising tools and equity management
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  • Cap table management
  • SAFE Financing
  • Scenario modeling
Grow
Industry-leading valuations and reporting
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  • Everything in Build
  • 409A valuations
  • Equity reporting
Most popular
Scale
Best-in-class compliance and expense management
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  • Everything in Grow
  • Expense reporting
  • Rule 701 disclosures
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.

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 integrations

Customer support

Build

Grow

Scale

Premier support

Add-on pricing

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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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.