CARTA PRICING PHILOSOPHY & PLANS

A plan for every organization

For Companies

For Investors

Over 17,000 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

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Launch

Free cap table management for recently incorporated startups with up to 25 security holders and up to $1M raised Available for new customers only

Cap table management
Electronic securities & exercising
Scenario modeling (SAFEs & notes)
SAFE financings
HRIS & payroll integration
Data Room
Board consents
Standard reporting

Starter

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

Growth

Equity management plus advanced planning and compliance features

Scale

A complete equity management solution for late-stage companies

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.

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.

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.

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.

Robust reports

Look several steps ahead by combining financing round and waterfall modeling.

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.

join carta

Get in touch to discuss plans and pricing

Over 700 firms trust Carta’s fund management platform. We work with every customer to find a price, plan, and solution that fits your needs. Talk to us about your fund and we’ll work with you to find the best solution.

or contact sales directly at 1-833-403-5468

TRUSTED BY HUNDREDS OF VC FIRMS

Why choose carta?

We're the future of fund administration

Carta combines a word-class service team with superior technology to help administer your fund. Stop worrying about your back office and spend more time on deals. Our pricing is based on the size and complexity of your fund.

Real-time reporting

Don’t wait for quarterly updates. Carta’s fund admin dashboard has up-to-date metrics and reports when you need them.

Experienced fund accountants

Our team of 70+ will partner with you to administer your back office and maintain your general ledger.

All in one place

With Carta, you can communicate with LPs, access portfolio company data, and your entire fund’s data in one place.

Plus everything you need to manage your fund, in one place.

Get audit-ready valuations

Our team of valuations experts can take care of all your valuation needs with efficiency and accuracy.

Learn more >

CARTA PRICING PHILOSOPHY & PLANS