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
Free cap table management for recently incorporated startups with up to 25 security holders and up to $1M raised
Basic equity management and 409A valuations for early-stage startups
Equity management plus advanced planning and compliance features
A complete equity management solution for late-stage companies
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|
|Security holder management|
|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|
|83(b) election filings|
|Expense reporting (ASC 718)|
|Rule 701 management|
|Capitalization reports with drafts|
|Equity plan balance report|
|Rule 701 analysis worksheet|
|Investor audit-confirmation service|
|Financing round modeling|
|Permissions: internal and external|
|Grant cap table access|
|Option grant & exercise approvals|
|Board member platform|
|Law firm platform|
|Tender offer platform & account manager||Add-on||Add-on||Add-on|
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|
|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.
Run custom tender offer programs, leveraging Carta software and our team of equity experts.
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.
Look several steps ahead by combining financing round and waterfall modeling.
Whether you’ve just incorporated or are about to IPO, we have a plan that’s right for you.
Our pricing tiers are based on security holders, so we can better serve you as complexity grows.
We help companies with many different equity structures, and adjust pricing to reflect your business.
Don’t wait for quarterly updates. Carta’s fund admin dashboard has up-to-date metrics and reports when you need them.
Our team of 200 fund administrators will partner with you to administer your back office and maintain your general ledger.
With Carta, you can communicate with LPs, access portfolio company data, and your entire fund’s data in one place.
Our team of valuations experts can take care of all your valuation needs with efficiency and accuracy.
Use our LP portal to enable your LPs to quickly and securely access documents and fund-level performance data.
Form and close your SPV with Carta, and we’ll take care of everything from start to finish.
Our scenario modeling features sensitivity and breakpoint analysis, payout and dilution modeling, and pro forma cap tables.