CARTA PRICING

Understanding our pricing

We work with every customer to find a price, plan, and solution that fit your business and structure. We want to scale with your company and look forward to partnering with you from our first conversation on.

CARTA PRICING METHOD

Determining your price


Products and services

Whether you’ve just incorporated or are about to IPO, we have a package for you.

Number of stakeholders

Our pricing tiers are based on stakeholders, so we can better serve you as complexity grows.

Cap table complexity

We help companies with many different equity structures, and adjust pricing to reflect your business.

CARTA HELPS 10,000+ COMPANIES MANAGE EQUITY

FEATURES

One platform, everything you need to manage equity


Cap table management

The source of truth for your company’s equity

409A valuations

The leader in audit-ready, fast, cost-effective 409As

Secondaries

Offer liquidity by running one-off transactions, tender offers, and stock buybacks

Transfer agent

Carta is an SEC-registered transfer agent with best-in-class software

Equity plan administration

Security issuance for every type of equity award and equity plan

ESPP

Easy and intuitive participant trading experience for employees

Fund administration

Full-service fund accounting with real-time views of your financials

Portfolio insights

Portfolio data collection and a dashboard showing performance

ASC 820

Accurate, on-time valuations from our team of experienced analysts

JOIN CARTA

Get in touch to discuss plans and pricing

eShares, Inc. DBA Carta, Inc. is a transfer agent registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Transfer Agent services for DTC-eligible registered companies provided by Philadelphia Stock Transfer, a Carta affiliate. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 195 Page Mill Road, Suite 101, Palo Alto, CA 94306.

© 2018 ESHARES, INC. DBA CARTA, INC.