Launch
Launch your company and your first cap table, for free
Up to 25 stakeholders and $1M raised- Cap table management
- Investor management
- Equity reporting
- SAFE modelling
- SAFE fundraising and closings
- Customer support
Build
Build your company with powerful add-ons
Unlimited stakeholders- Cap table management
- Securities issuance
- Exercising and repurchasing
- Round modelling
- Investor relations
- Customer support
- White-glove onboarding
Round closing- ESOP management
- ESOP support
- Customise plan with add-ons
Grow
Navigate compliance effortlessly at any milestone
Unlimited stakeholders- Cap table management
- Securities issuance
- Exercising and repurchasing
- Round modelling
- Investor relations
- Customer support
- White-glove onboarding
- Round closing
- ESOP management
- ESOP support
- Customise plan with add-ons
- Exit modelling
Scale
Raise, hire and scale with precision
Unlimited stakeholders- Cap table management
- Securities issuance
- Exercising and repurchasing
- Round modelling
- Investor relations
- Customer support
- White-glove onboarding
- Round closing
- ESOP management
- ESOP support
- Customise plan with add-ons
- Exit modelling
- 409A valuations
- IFRS financial reporting
Customise 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-on
Total Compensation
Forecast, hire and retain talent
- Salary and equity benchmarks
- Forecast with real-time insights
- Total rewards statements
Add-on
Equity Administration
Tax strategies for equity compensation
- Cap Table reconciliation
- Data import and migration
- Personalised equity strategies
Add-on
Liquidity
Run tender offers on your terms
- Expert insight for deal structuring
- Detailed, custom dashboards
- Tax withholding estimates
Add-on
IPO Advisory
Support before and after IPO
- Personalised IPO action plan
- Data migration to Morgan Stanley at Work
- Transfer agent setup with Odessey
The Carta team’s attention to detail and positive attitude made our entire onboarding experience incredible. We were on a tight timeline, so they went above and beyond to deliver everything we needed to set up our cap table before the deadline.
Desiree Dickerson
CEO, Thndr.io
When potential investors requested copies of the cap table, we had to create them in Excel. There was a risk it was wrong and contained mistakes. We started looking around for an alternative and Carta was quickly recommended by our legal advisors.
Ben Adams
CFO, Nourished
Carta is a one-stop shop for everything equity-related. All our data is accurately stored, and investors have direct access. The manual and time-consuming efforts are out of the picture.
Charalampos Chatzitheodosiou
Financial Accounting, Plum
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
Customise 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 customisation based on the needs of your business as it grows.
How do you calculate pricing and packaging?
Each paid package (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 customise 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 customise your plan? Get started with a personalised demo of Carta's equity management software today.
