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
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
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
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
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 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
- 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
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