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Free cap table management for recently incorporated startups with up to 25 security holders and up to $1M raised
- Cap table management
- Electronic securities & exercising
- Scenario modeling (SAFEs & notes)
- SAFE financings
- HRIS & payroll integration
- Data Room
- Board consents
- Standard reporting
- Equity plan generation
Basic equity management and 409A valuations for early-stage startups
- Everything in Launch
- 409A valuations
- Form 3921
- 83(b) filings
- Priority onboarding
Equity management plus advanced planning and compliance features
- Everything in Starter
- Scenario modeling (financing rounds)
- Exit modeling
- Investor updates
A complete equity management solution for late-stage companies
- Everything in Growth
- Expense reporting
- Rule 701 Disclosure Suite
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.
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.
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.
Customize your plan
Liquidity programs
Run custom tender offer programs, leveraging Carta software and our team of equity experts.
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.
Robust reports
Look several steps ahead by combining financing round and waterfall modeling.
Determine your price
Products and services
Whether you’ve just incorporated or are about to IPO, we have a plan that’s right for you.
Number of security holders
Our pricing tiers are based on security holders, 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.
