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
Starter
Basic equity management and 409A valuations for early-stage startups
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409A valuations
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Cap table management
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Electronic securities
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Board consents
Growth
Equity management plus advanced planning and compliance features
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Everything in Starter
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Form 3921
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Scenario modeling
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Investor updates
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Board meeting management
Scale
A complete equity management solution for late-stage companies
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Everything in Growth
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Expense reporting
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Rule 701 management
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Payroll tax integration – Beta
IPO Ready
Advanced equity management, with features & services to prepare you for liquidity, M&A, and IPO
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) | ✔ |
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