Launch
Launch your company and your first cap table, for free
Up to 25 stakeholders and $1M raised- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
Build
Build your company with powerful add-ons
Up to 50 stakeholders- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
White-glove onboarding- Priced round modeling
- Deal Closings
- Deal Pro Forma
- Customize plan with add-ons
Grow
Get industry-leading valuations and tax support
Flexible stakeholder limit- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
- White-glove onboarding
- Priced round modeling
- Deal Closings
- Deal Pro Forma
- Customize plan with add-ons
- Board meetings
- Form 3921
- 409A valuations
- 409A valuation audit support
Scale
Navigate compliance effortlessly at any milestone
Flexible stakeholder limit- Cap table management
- Securities issuance
- Exercising and repurchasing
- 83(b) form
- ISO management
- Investor management
- Equity reporting
- HRIS and payroll integration
- SAFE modeling
- SAFE fundraising and closings
- Email, chat, and phone support
- White-glove onboarding
- Priced round modeling
- Deal Closings
- Deal Pro Forma
- Customize plan with add-ons
- Board meetings
- Form 3921
- 409A valuations
- 409A valuation audit support
- ASC 718/US GAAP reporting
- ASC 718 audit support
- Rule 701 management
- IFRS financial reporting
- IFRS audit support
- Exit modeling
- IPO Advisory
- SSO for admins
Customize your plan with powerful add-ons
Unlock tools and services to help your company grow with add-on products, available with any paid plan.
Add-onSold separately
Total Compensation
Forecast, hire, and retain talent
- Salary and equity benchmarks
- Forecast with real-time insights
- Total rewards statements
Add-on
Equity Advisory
Tax strategies for equity compensation
- Tailored equity education
- 1:1 tax advisory sessions
- Personalized equity strategies
Add-on
Liquidity
Run tender offers on your terms
- Expert insight for deal structuring
- Detailed, custom dashboards
- Tax withholding estimates
Add-on
QSBS Attestation
Maximize tax savings with QSBS
- Personalized QSBS letters
- Automatic annual eligibility checks
- Expert QSBS support
Plus gain access to 100s of integrations
We loved that we didn’t have to have different firms for our cap table management, 409A valuations, and QSBS attestation letter. The fact that Carta does it all makes things so much easier.
Eric Mogil
Chief Growth Office, Radar
We saw the cap table and the auxiliary functionality—tax, compliance, the total comp—all coming around the Carta ecosystem, and we felt Carta has this network effect that we wanted to buy into.
Troy Sultan
CEO and co-founder, Guide
It's completely revolutionized our business. I'm always telling my peer companies, if you're not on Carta, you're just telling investors and employees that you don't care to be transparent and accountable.
Mac Clemmens
Founder, Streamline Software
Simple pricing, by the numbers
Carta's pricing is built for transparency, based on the need and size of your team.Package
Four options: Launch, Build, Grow, or Scale
Stakeholders
Number of equity holders on your cap table
Add-on products
Customize your package with add-on products
Your price
FAQs
You have questions, we have resources and answers.
What is an add-on product?
Add-on products are designed to layer on top of the foundational equity management software, giving teams more flexibility and customization based on the needs of your business as it grows.
How do you calculate pricing and packaging?
Each package (Launch, Build, Grow, or Scale) has a price per stakeholder with a minimum annual fee. Your total price is based on the number of stakeholders on your cap table and the package you choose. You can then customize your plan with optional add-on products to meet your company's specific needs.
Who is eligible for the freemium tier Launch?
If you're a company with under 25 stakeholders and raised up to $1 million, you can sign up for Carta Launch and access a full suite of equity management software—for free. Learn more here.
Where can I get a demo of the equity management software?
You can sign up for a demo here, or take a video tour to learn more on how this cap table management software works.
What can I expect from the onboarding process?
Once you sign up, the implementations team will provide full support as you get started. Depending on the size of your company, you can be onboarded onto Carta in a matter of hours.
Let's connect
Ready to customize your plan? Get started with a personalized demo of Carta's equity management software today.
