CARTA PRICING PHILOSOPHY & PLANS
A plan for every organization
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
Trusted by
Launch
- Cap table management
- Electronic securities & exercising
- Scenario modeling (SAFEs & notes)
- SAFE financings
- HRIS & payroll integration
- Data Room
- Board consents
- Standard reporting
- Equity plan generation
Starter
- Everything in Launch
- 409A valuations
- Form 3921
Growth
- Everything in Starter
- Scenario modeling (financing rounds)
- Exit modeling
- Investor updates
- Custom reporting
- Board meeting management
Scale
- Everything in Growth
- Expense reporting
- Rule 701 Disclosure Suite
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?
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
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.
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.
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Easily communicate with your LPs
Use our LP portal to enable your LPs to quickly and securely access documents and fund-level performance data.
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Manage your SPVs easily
Form and close your SPV with Carta, and we’ll take care of everything from start to finish.
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Evaluate your investments in one place
With portfolio insights we collect cap tables from portfolio companies who don’t use Carta, to drive valuations and models.
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Manage your liquidity more effectively
With a capital call line of credit, call capital at a regular cadence and help your LPs plan for liquidity more effectively.
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Model your investments
Our scenario modeling features sensitivity and breakpoint analysis, payout and dilution modeling, and pro forma cap tables.
Learn more >
