# 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](mailto: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.

[Find out more](/content/equity-management/launch/?ir=pricing-partners-plans-launch/index.html)

Contact us at [partners@carta.com](mailto: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](/content/equity-management/compensation/?ir=pricing-partners-add-totalcomp/index.html) starts at $1,250

### Equity Advisory

[Equity Advisory](/content/equity-management/equity-advisory/?ir=pricing-partners-add-tax/index.html) is $125 per employee per year with a minimum of 20 employees.

### Liquidity

For [Liquidity](/content/equity-management/liquidity/?ir=pricing-partners-add-liquidity/index.html) prices, please reach out to us at [partners@carta.com](mailto: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](/content/equity-management/qsbs/index.html), please reach out to us at [partners@carta.com](mailto:partners@carta.com).

Discover Carta’s equity management platform

[Feature summary](/content/wp-content/uploads/2024/07/Carta-Plans-Summary.pdf?ir=pricing-partners-mid-summary/index.html) [Feature details](/content/wp-content/uploads/2024/07/Carta-Plans_Details.pdf?ir=pricing-partners-mid-details/index.html)

## 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](mailto: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](mailto:partners@carta.com) for pricing.

### Is there a partner discount?

Yes. Reach out to us at [partners@carta.com](mailto: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](mailto: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.