CARTA PRICING PHILOSOPHY & PLANS
A plan for every company
Over 10,000 customers 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 business. Carta pricing is based on stakeholder count, cap table complexity, and plan.
Basic equity management for early-stage startups
Standard 409A valuationGet valuations from our analysts, who leverage software to deliver fast, accurate, audit-ready 409As.
Cap table managementCap tables on Carta update with every transaction, so your equity information stays accurate.
Electronic securitiesIssue electronic securities to stakeholders, who can accept and exercise securities on Carta.
Board approvalsSend option grants and 409A valuations to your board for approval on Carta.
Starter + additional compliance and planning features for growing companies
Scenario modelingPlan for future financings with waterfall and pro forma modeling.
Form 3921Stay compliant by generating and distributing Form 3921s for all employees who exercised options.
Board meeting managementMake Carta the single source of truth for board meeting documents, agendas, and minutes.
Starter + Growth, plus reporting, support, and IPO-readiness for companies at scale.
ASC 718 expensing & reportingEasily expense employee stock-based compensation, with auditor-ready formulas.
Rule 701 managementSecurely deliver Rule 701 special disclosures to stakeholders.
Priority supportDedicated support and relationship management to make sure you get the most out of Carta.
ADD-ON FEATURES & SERVICES
Customize your plan
We offer additional features and services that you can add to our 3 standard plans.
Run custom tender offer programs, leveraging Carta software and our team of equity experts.
Equity plan administration services
Carta’s team of CEPs can take the burden of equity management off your team.
A Carta expert will work with you to produce additional reports, if Carta’s standard reports don’t cover your needs.
For C-corps with straightforward equity structure, you need a Standard 409A valuation. For other equity structures, you require a Complex 409A.
CARTA PRICING METHOD
Determining your price
Products and services
Whether you’ve just incorporated or are about to IPO, we have a plan 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 PLAN DETAILS
Features and services by plan
|Cap table management||Starter||Growth||Enterprise|
|Transactions auto-update cap table||✔||✔||✔|
|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||✔||✔||✔|
|ASC 718 Expense Accounting||✔|
|Rule 701 management||✔|
|Capitalization reports with drafts||✔||✔||✔|
|Equity plan balance report||✔||✔||✔|
|Rule 701 analysis worksheet||✔||✔||✔|
|Investor audit-confirmation service||✔||✔||✔|
|Custom reporting service||Add-on||Add-on|
|Financing round modeling||✔||✔|
|Permissions – internal and external||✔||✔||✔|
|Grant cap table access||✔||✔||✔|
|Option grant & exercise approvals||✔||✔||✔|
|Board meeting management||✔||✔|
|Board member platform||✔||✔||✔|
|Law firm platform||✔||✔||✔|
|Tender offer platform & programs||Add-on|
|Tender offer account manager||Add-on|
|Dedicated, priority support||✔|
|Opt-in Beta program||✔||✔|
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||✔||✔|
|Multiple or international subsidiaries||✔|
|Crypo or crowdfunding||✔|
|Upcoming exit (acquisition or IPO plans)||✔|