CARTA PRICING PHILOSOPHY & PLANS
A plan for every company
Over 18,000 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 singapore@carta.com
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Launch
Standard cap table & ESOP management for seed & pre-seed companies
- Cap table & ESOP management
- Electronic securities
- Shareholder portal
- Scenario modeling
Paid
Launch + additional compliance & planning features for Series A+ companies
- Everything in Launch
- ESOP valuations
- Investor updates
- Dedicated onboarding support
CartaX
Paid + liquidity solutions for maturing companies (coming soon)
- Everything in Paid
- Listing on CartaX
- Regular liquidity
- Competitive transaction fees
ADD-ON FEATURES & SERVICES
Customize your plan
We offer additional features and services that you can add to our standard plans.
Liquidity programs
Run custom tender offer programs, leveraging Carta software and our team of equity experts.
Complex valuations
C-corps with a straightforward equity structure need a valuation. Other equity structures require a complex valuation. Learn which valuation works for your company.
Stock expense management
IFRS compliant Black Scholes expense accounting and disclosures for financial audit (coming soon).
CARTA PRICING METHOD
Determine your price
Products and services
Whether you’ve just incorporated or are about to go public, 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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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 up to $1M raised.
Starter
- 409A valuations
- Cap table management
- Electronic securities
- Board consents
Growth
- Everything in Starter
- Form 3921
- 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?
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
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.