Carta Pricing & Plans

A plan for every organization

Over 30,000 companies and investors rely on Carta’s equity management platform, valuations, and services. We work with every customer to find a price, plan, and solution that fits your needs. Carta pricing is based on stakeholder count, cap table complexity, and plan.

or contact sales directly at 1-833-403-5468

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Launch

Free cap table management for recently incorporated startups with up to 25 security holders and up to $1M raised

Available for new customers only
  • Cap table management​
  • Electronic securities & exercising
  • Scenario modeling (SAFEs & notes)
  • SAFE financings
  • HRIS & payroll integration
  • Data Room
  • Board consents​
  • Standard reporting
  • Equity plan generation
Starter

Basic equity management and 409A valuations for early-stage startups​

  • Everything in Launch
  • 409A valuations
  • Form 3921
Growth

Equity management plus advanced planning and compliance features

  • Everything in Starter​
  • Scenario modeling (financing rounds)
  • Exit modeling
  • Investor updates​
  • Custom reporting
  • Board meeting management​
Scale

A complete equity management solution for late-stage companies​

  • Everything in Growth​
  • Expense reporting
  • Rule 701 Disclosure Suite
IPO Ready

Advanced equity management, with features & services to prepare you for liquidity, M&A, and IPO

Talk to our specialists about a custom plan that meets your support, compliance, tax, and reporting needs.​

Cap table management Starter Growth Scale
Cap table
Electronic securities
Electronic exercising
Security holder management
Transactions auto-update cap table
Compliance Starter Growth Scale
Standard 409A valuation
Standard 409A refreshes for material events
409A audit support
Complex 409A valuation Add-on Add on Add-on
ISO disqualification check
Account audit reports
Form 3921
Expense reporting (ASC 718)
Rule 701 management
Equity reporting Starter Growth Scale
Capitalization reports with drafts
Equity plan balance report
Rule 701 analysis worksheet
Investor audit-confirmation service
Exercise reports
Report Builder
Scenario modeling Starter Growth Scale
Waterfall modeling  
Breakpoints  
Sensitivity analysis  
Payouts  
Financing round modeling  
Financial transactions Starter Growth Scale
Option exercises
Repurchases
Stock transfers
Tender offers
Shareholder management Starter Growth Scale
Permissions: internal and external
Grant cap table access
Option grant & exercise approvals
Board consents
Board meeting management
Board member platform
Employee platform
Investor updates
Investor platform
Law firm platform
Liquidity Starter Growth Scale
Tender offer platform & account manager Add-on Add-on Add-on
STANDARD VS. COMPLEX 409AS

What type of valuation do you need?

For C-corps with straightforward equity structures, you need a Standard 409A valuation. For other equity structures, you require a Complex 409A.

409A valuations Standard 409A Complex 409A
Dedicated valuation analyst
Audit-support
C-corps
LLCs/Partnerships
EBITDA positive
Multiple or international subsidiaries
Crypto or crowdfunding
Upcoming exit (acquisition or IPO plans)

As a Carta customer, you can also apply to redeem up to $100,000* in AWS Activate credits with any plan to help scale and grow your business.

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Customize your plan

We offer additional features and services that you can add to our 5 standard plans.
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Liquidity programs

Run custom tender offer programs, leveraging Carta software and our team of equity experts.

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Complex 409A

C-corps with a straightforward equity structure need a Standard 409A valuation. Other equity structures require a Complex 409A. Learn which 409A valuation works for your company.

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Robust reports

Look several steps ahead by combining financing round and waterfall modeling.

Determine your price

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Products and services

Whether you’ve just incorporated or are about to IPO, we have a plan that’s right for you.

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Number of security holders

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

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Cap table complexity

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

Join Carta
Get in touch to discuss plans and pricing

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We’re the future of fund administration

Carta combines a word-class service team with superior technology to help administer your fund. Stop worrying about your back office and spend more time on deals. Our pricing is based on the size and complexity of your fund.
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Real-time reporting

Don’t wait for quarterly updates. Carta’s fund admin dashboard has up-to-date metrics and reports when you need them.

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Experienced fund accountants

Our team of 200 fund administrators will partner with you to administer your back office and maintain your general ledger.

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All in one place

With Carta, you can communicate with LPs, access portfolio company data, and your entire fund’s data in one place.

Plus everything you need to manage your fund, in one place.
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Get audit-ready valuations

Our team of valuations experts can take care of all your valuation needs with efficiency and accuracy.
 
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Easily communicate with your LPs

Use our LP portal to enable your LPs to quickly and securely access documents and fund-level performance data.
 
Learn more

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Manage your SPVs easily

Form and close your SPV with Carta, and we’ll take care of everything from start to finish.
 
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Model your investments

Our scenario modeling features sensitivity and breakpoint analysis, payout and dilution modeling, and pro forma cap tables.
 
Learn more

Join Carta
We can help streamline your entire back office