CARTA PRICING PHILOSOPHY & PLANS
A plan for every company
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For Companies
For Investors
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Cap table management for recently incorporated startups
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Starter
- 409A valuations
- Cap table management
- Electronic securities
- Board consents
Growth
- Everything in Starter
- Scenario modeling
- Investor updates
- Board meeting management
Scale
- Everything in Growth
- ASC 718 expensing
- Rule 701 management
- Payroll tax integrations – Beta
- Report builder
IPO Ready
Advanced equity management, with features & services to prepare you for liquidity, M&A, and IPO
STANDARD VS. COMPLEX 409AS
What type of valuation do you need?
ADD-ON FEATURES & SERVICES
Customize your plan
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.
