CARTA PRICING PHILOSOPHY & PLANS
A plan for every company
Over 14,000 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.
Cap table management for recently incorporated startups
Basic equity management and 409A valuations for early-stage startups
Cap table management
Equity management plus advanced planning and compliance features
Everything in Starter
Board meeting management
A complete equity management solution for late-stage companies
Everything in Growth
Rule 701 management
Payroll tax integration – Beta
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.
Run custom tender offer programs, leveraging Carta software and our team of equity experts.
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.
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|
|Security holder management||✔|
|Transactions auto-update cap table||✔|
|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||✔|
|Expense reporting (ASC 718)|
|Rule 701 management|
|Capitalization reports with drafts||✔|
|Equity plan balance report||✔|
|Rule 701 analysis worksheet||✔|
|Investor audit-confirmation service||✔|
|Financing round modeling||✔|
|Permissions – internal and external||✔|
|Grant cap table access||✔|
|Option grant & exercise approvals||✔|
|Board meeting management||✔|
|Board member platform||✔|
|Law firm platform||✔|
|Tender offer platform & account manager||Add-on||Add-on||Add-on|
|Opt-in Beta program||✔|
|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||✔|
|Multiple or international subsidiaries||✔|
|Crypto or crowdfunding||✔|
|Upcoming exit (acquisition or IPO plans)||✔|