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.


TRUSTED BY

Starter

Basic equity management for early-stage startups

  • Standard 409A valuation
    Get valuations from our analysts, who leverage software to deliver fast, accurate, audit-ready 409As.
  • Cap table management
    Cap tables on Carta update with every transaction, so your equity information stays accurate.
  • Electronic securities
    Issue electronic securities to stakeholders, who can accept and exercise securities on Carta.
  • Board resolutions
    Send option grants and 409A valuations to your board for approval on Carta.
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Growth

Starter + additional compliance and planning features for growing companies

  • Scenario modeling
    Plan for future financings with waterfall and pro forma modeling.
  • Form 3921
    Stay compliant by generating and distributing Form 3921s for all employees who exercised options.
  • Board meeting management
    Make Carta the single source of truth for board meeting documents, agendas, and minutes.
  • Investor updates
    Send your shareholders updates and track who has viewed your message.
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Enterprise

Starter + Growth, plus reporting, support, and IPO-readiness for companies at scale.

  • ASC 718 expensing & reporting
    Easily expense employee stock-based compensation, with auditor-ready formulas.
  • Rule 701 management
    Securely deliver Rule 701 special disclosures to stakeholders.
  • Priority support
    Dedicated support and relationship management to make sure you get the most out of Carta.
TALK TO SALES

ADD-ON FEATURES & SERVICES

Customize your plan

We offer additional features and services that you can add to our 3 standard plans.

Liquidity programs

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

Complex 409A

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

Custom reporting

A Carta expert will work with you to produce additional reports, if standard reports don’t cover your needs.



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
Cap table
Electronic securities
Electronic exercising
Stakeholder management
Transactions auto-update cap table
Compliance Starter Growth Enterprise
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
ASC 718 Expense Accounting
Rule 701 management
Equity reporting Starter Growth Enterprise
Capitalization reports with drafts
Equity plan balance report
Rule 701 analysis worksheet
Investor audit-confirmation service
Exercise reports
Custom reporting service Add-on Add-on
Scenario modeling Starter Growth Enterprise
Waterfall modeling
Breakpoints
Sensitivity analysis
Payouts
Financing round modeling
Financial transactions Starter Growth Enterprise
Option exercises
Repurchases
Stock transfers
Tender offers Add-on Add-on Add-on
Shareholder management Starter Growth Enterprise
Permissions – internal and external
Grant cap table access
Option grant & exercise approvals
Board resolutions
Board meeting management
Board member platform
Employee platform
Investor updates
Investor platform
Law firm platform
Liquidity Starter Growth Enterprise
Tender offer platform & account manager Add-on Add-on Add-on
Services Starter Growth Enterprise
Dedicated, priority support
Relationship manager
Opt-in Beta program
Equity admin 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)

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.

© 2019 ESHARES, INC. DBA CARTA, INC.