CARTA PRICING PHILOSOPHY & PLANS

A plan for every company

Over 12,000 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

Launch

Cap table management for recently incorporated startups

Talk to your lawyer about access to free basic cap table management for companies with up to 25 security holders and $500K raised.
TALK TO YOUR LAWYER

Starter

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

  • 409A valuations
  • Cap table management
  • Electronic securities
  • Board resolutions
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Scale

A complete equity management solution for late-stage companies

  • Everything in Growth
  • ASC 718 expensing
  • Rule 701 management
  • Payroll tax integration – Beta
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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.
CONTACT SALES

ADD-ON FEATURES & SERVICES

Customize your plan

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

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.

Priority support

Dedicated support and relationship management to make sure you get the most out of Carta.



CARTA PRICING METHOD

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.

CARTA PLAN DETAILS

Additional Carta features and services by plan

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
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 Add-on Add-on Add-on
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
Services Starter Growth Scale
Opt-in Beta program
Relationship manager
Dedicated, priority support 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)

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.