# 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](/content/plans/equity-management/#contact-sales/index.html) **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](/content/plans/equity-management/#contact-sales/index.html) **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](/content/plans/equity-management/#contact-sales/index.html) **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 | Real-time, digital cap table that automatically updates as transactions occur. | | 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. | Stock transfers | Create and transfer shares to other shareholders. | | 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 | Connect Carta to your identity provider (like Okta or Rippling) so company admins can log in with single sign-on, improving security and simplifying access management. | | 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. | ASC 718 audit support | Expert analysts will work with you to answer questions about your expense reports and provide detailed guidance to help mitigate audit risk. | | 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 | Market insights on company valuations, amount raised, ownership given, valuation caps, and more. | | 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 | Track and automate most admin tasks required to close a round for a faster, more affordable close. | | 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 | Automatically generate all three necessary copies of Form 3921 for every ISO exercise. | | 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. | Board consents | Create, send, track, and archive board consents and docs. | | 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](/content/plans/equity-management/#contact-sales/index.html) ## 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? ## Trusted by