Plans & Pricing for Private Corporations

Plans & Pricing for Corporations

Smart. Scalable. Simple.

Launch

Launch your company and your first cap table, for free

Free Up to 25 stakeholders and $1M raised

Sign up, it's free

Core

Build

Build your company with powerful add-ons

Up to 50 stakeholders

Get started with Build

Core

Included with build

Grow

Get industry-leading valuations and tax support

Flexible stakeholder limit

Get started with Grow

Core

Build

Included with Grow

Scale

Navigate compliance effortlessly at any milestone

Flexible stakeholder limit

Get started with Scale

Core

Build

Grow

Included with Scale

Compare plans

Feature Launch Build Grow Scale
Customer support Email, chat, and phone support White-glove onboarding Premium onboarding service to setup and configure features from cap table management to securities issuance.
Manage your cap table Stakeholder management Import, add, and modify stakeholder information, access, and permissions directly in Carta. Electronic securities Monitor and adjust share class details, create vesting schedule templates, and draft, issue, and modify securities.
Electronic exercising Exercise shares online on Carta (i.e., facilitate exercise review and approvals, online transactions). Equity plan management Create, amend, and terminate your equity plan. Auto-updated cap table
Financial transactions SEC transfer agent Carta is a registered Transfer Agent with the SEC for U.S. companies. Stock exercises and repurchases Carta acts as your SEC-registered transfer agent, enabling employees and shareholders to exercise options, repurchase shares, and complete transactions securely online.
Online transactions When companies select Carta as a transfer agent, Carta can intermediate ACH or wire transfers. Integrations
HRIS integration Automatically sync employee data from your HRIS to improve accuracy, reduce admin work, and ensure timely updates for terminations and tax withholding. Payroll integration Connect payroll systems to ensure real-time, compliant tax withholdings for option exercises and other transactions. Single sign-on (SSO) for admins
Insights and reporting Equity reporting View detailed, real-time insights into your organization's equity, stakeholders, and securities. ASC 718 US GAAP reporting Generate audit packages and stock based compensation reports in just a few clicks.
IFRS financial reporting Create IFRS-compliant financial reports. IFRS audit support Expert analysts will work with you to answer questions about your expense reports and provide detailed guidance to help mitigate audit risk. Fundraise
SAFE round modeling Understand how existing and new SAFEs will convert in a future round. SAFE fundraising workflows & closings Create agreements, collect signatures, and receive funding—all on Carta. Fundraising benchmarks
Priced round modeling Explore and compare how different fundraising terms can impact your cap table. Deal Pro Forma Create a precise model of your cap table for use during a financing round. Deal Closings
Tax and compliance 83(b) for founders and holders Easier electronic 83(b) election form fill and eligibility notification. ISO management Automate ISO/NSO splits, easily generate an ISO disqualifying disposition report, and automatically disqualify ISOs after termination.
409A valuations Receive as many fast, accurate 409As customized to your stage, size, and industry as needed. 409A valuation audit support Expert analysts will work with you to answer questions about your FMV and provide detailed guidance to help mitigate audit risk. Form 3921
Rule 701 disclosure management Send 701 disclosures to equity award holders through Carta where they can accept and review docs. Shareholder management Data rooms Securely store, manage, and share due diligence docs with investors.
Investor updates Securely share updates, financials, and documents with investors. Board meetings Create and manage board meetings to streamline company collaboration and decision-making processes. Exit and IPO Planning
Exit Modeling Model exit scenarios and understand the economic impact on share classes and top stakeholders. IPO Advisory Get expert support on transitioning from private to public (e.g. listing process, data migration, cap table cleanup).

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.

Total Compensation

Forecast, hire, and retain talent

Available with: Build, Grow, Scale

Equity Advisory

Tax strategies for equity compensation

Available with: Build, Grow, Scale

Liquidity

Run tender offers on your terms

Available with: Build, Grow, Scale

QSBS Attestation

Maximize tax savings with QSBS

Available with: Build, Grow, Scale

Plus, integrations that connect your entire stack

BambooHR

HRIS

Ramp

Finance

Rippling

HRIS

TriNet

HRIS

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: Contact sales

FAQs

What is an add-on product?

How do you calculate pricing and packaging?

Who is eligible for the freemium tier Launch?

Where can I get a demo of the equity management software?

What can I expect from the onboarding process?

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