Partner pricing | Carta
CARTA PARTNER PROGRAM
Partner pricing
Carta is focused on providing your clients access to a premium platform at founder-friendly prices based on the company’s total equity holder count. All of our preferred partners receive a discount for the first year.
Pricing for Corporations
For health care / life science pricing, please email partners@carta.com.
Build
End-to-end fundraising tools and equity management
$1,600/ year
plus $80 per stakeholder after 20 stakeholders (*up to 50)
- Cap table management
- SAFE financings
- 83(b) for founders
- SEC transfer agent
- Fundraising benchmarks
- SAFE modeling
- Investor updates
- Premier support
Grow
Industry-leading valuations and reporting
$3,900/ year
plus $130 per stakeholder after 30 stakeholders
- Everything in Build
- 409A valuations
- 83(b) form
- Form 3921
Scale
Best-in-class compliance and expense management
$8,000/ year
plus $200 per stakeholder after 40 stakeholders
- Everything in Grow
- Advanced Financial Reporting
- IFRS Financial Reporting
- Waterfall modelling
- Rule 701 disclosure management
Launch: Start for free
Are you working with an early-stage founder? If their company has raised less than $1M and has less than 25 stakeholders—they’re ready to get started on Carta Launch for free.
Contact us at partners@carta.com for more info.
Updated April 3, 2023. Pricing table for reference and subject to change. Please do not share.
Add-on pricing
Total Compensation
Total Compensation starts at $1,250
Equity Advisory
Equity Advisory is $125 per employee per year with a minimum of 20 employees.
Liquidity
For Liquidity prices, please reach out to us at partners@carta.com.
Standard Financial Reporting
Companies can now add Standard Financial Reporting to their Grow plan for an additional $40 per stakeholder annually (with a minimum of 40 stakeholders).
Qualified Small Business Stock Attestation
For more information on QSBS Attestation, please reach out to us at partners@carta.com.
Discover Carta’s equity management platform
Feature summary Feature details
Pricing for LLCs
Audit-ready valuations
Add-on
Request and receive accurate valuations—fast
- 409A valuations
- Liquidation threshold support
- Profit interest valuations
- IRS/SEC compliant valuations
- Expert support
- Quick turnarounds
Financial Reporting
Add-on
Automated ASC 718 expense and disclosure reports
- Automated financial reporting
- Disclosures
- Audit support
- Expenses
- On-demand reporting
- Customizable reports
Waterfall modeling
Add-on
Run any model with our customizable engine
- Exportable summaries
- Direct add-in for Excel
- Integrated with your cap table
- Tailored to enterprise valuation, exit date, and vesting behavior
Pricing is custom and tailored to the complexity and features needed. Get in touch to learn more or get a custom quote for your client.
- Included in every plan:
- Automated cap table management
- Centralize equity and tax documents
- Dedicated interest holder portal and equity transparency
- Calculate and track distributions
- Manage ownership across multiple entities
- Distribute Form K-1s to interest holders
- Automatically generate 83(b) forms for profits interests
Frequently asked questions
Who is this for?
Pricing shown is for C-corporations. For LLCs or Healthcare and Life Sciences companies, please get in touch with us at partners@carta.com.
How is it calculated?
Pricing is based on the number of stakeholders in a 12-month period. For companies with 100+ stakeholders, please contact us for pricing.
Is there a partner discount?
Yes. Reach out to us at partners@carta.com to discuss.
How do I offer it to my clients?
To ensure your partner discount is applied and implementation fees are waived, send all referrals to partners@carta.com.
DISCLOSURE: This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.