# 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](https://app.carta.com/launch/create-account/?utm_source=https%3A%2F%2Fwww.google.com%2F)

**Core**

- 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**

[Get started with Build](https://fund-forecasting@carta.com/plans/equity-management/?ir=corps_end2#contact-sales)

**Core**

**Included with build**

- Priced round modeling
- Deal Closings
- Deal Pro Forma
- White-glove onboarding
- Customize plan with add-ons

### Grow

Get industry-leading valuations and tax support

**Flexible stakeholder limit**

[Get started with Grow](https://fund-forecasting@carta.com/plans/equity-management/?ir=corps_end2#contact-sales)

**Core**

**Build**

- Priced round modeling
- Deal Closings
- Deal Pro Forma
- White-glove onboarding
- Customize plan with add-ons

**Included with Grow**

- Board meetings
- Form 3921
- 409A valuations
- 409A valuation audit support

### Scale

Navigate compliance effortlessly at any milestone

**Flexible stakeholder limit**

[Get started with Scale](https://fund-forecasting@carta.com/plans/equity-management/?ir=corps_end2#contact-sales)

**Core**

**Build**

- Priced round modeling
- Deal Closings
- Deal Pro Forma
- White-glove onboarding
- Customize plan with add-ons

**Grow**

- Board meetings
- Form 3921
- 409A valuations
- 409A valuation audit support

**Included with scale**

- 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

## Compare plans

| Feature                                 | Launch                               | Build                     | Grow                      | Scale                     |
|-----------------------------------------|-------------------------------------|--------------------------|---------------------------|--------------------------|
| Customer support                        | Email, chat, and phone support      | White-glove onboarding    | Premium onboarding        |                          |
| Manage your cap table                   | Stakeholder management               | Import, add, stakeholders | View detailed insights     |                          |
| Financial transactions                   | SEC transfer agent                  | Stock exercises           | Create and transfer shares | Online transactions       |
| Insights and reporting                  | Equity reporting                     | ASC 718 US GAAP reporting | ASC 718 audit support     | IFRS financial reporting  |
| Tax and compliance                      | 83(b) form                          | ISO management            | 409A valuations           | Rule 701 disclosure management |

## 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

- Salary and equity benchmarks
- Forecast with real-time insights
- Total rewards statements

**Available with**: Build, Grow, Scale

### Equity Advisory

Tax strategies for equity compensation

- Tailored equity education
- 1:1 tax advisory sessions
- Personalized equity strategies

**Available with**: Build, Grow, Scale

### Liquidity

Run tender offers on your terms

- Expert insight for deal structuring
- Detailed, custom dashboards
- Tax withholding estimates

**Available with**: Build, Grow, Scale

### QSBS Attestation

Maximize tax savings with QSBS

- Personalized QSBS letters
- Automatic annual eligibility checks
- Expert QSBS support

**Available with**: Build, Grow, Scale

## 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?