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.

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

For Companies
For Investors

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Pricing Guide & Plans 1
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Pricing Guide & Plans 5

Launch​

Cap table management for recently incorporated startups​

Talk to your lawyer about access to free basic cap table management for companies with up to 25 security holders and $500K raised.​
Confirm your eligibility here.

Starter

Basic equity management and 409A valuations for early-stage startups​
  • 409A valuations
  • Cap table management​
  • Electronic securities​
  • Board consents​

Growth

Equity management plus advanced planning and compliance features
  • Everything in Starter​
  • Scenario modeling​
  • Investor updates​
  • Board meeting management​

Scale

A complete equity management solution for late-stage companies​
  • 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

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 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.

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Get in touch to discuss plans and pricing