# Plans & Pricing for LLCs ## Smart. Scalable. Simple. ### Core features Access to everything you need to manage equity Cap Table Management - Automated equity tracking - Multi-entity cap table management - Electronic securities and exercising - Track vesting schedules - Dedicated interest holder portal - Custom vesting & distribution rules Tax and Compliance - Centralize tax documents - Manage operating agreements - Distribute K-1s - Form 83(b) for profit interests - Compliance and audit readiness - Advanced compliance add-ons Insights and Reporting - Pull reports in clicks - Track historical ownership - Investor and board management - Secure data rooms - On-demand cap table reports - Advanced insights add-ons ## Full plan overview ### Customer support Expert support and guidance In-app, phone, email; implementation support available. ### White-glove onboarding Premium onboarding service for setup and configure your cap table. ### Manage your cap table Multi-entity structure Admins can switch between entities and can view multi-entity ownership in one account. Bulk pricing available ### Track ownership Generate detailed, standardized cap table reports in clicks. ### Manage different vesting schedules Create customized vesting schedule templates including time-based, performance-based, or hybrid criteria. ### Time or milestone vesting for LLC instruments ### Interest holder management ### Equity plan Create, amend, and terminate your equity plan. ### Auto-updated cap table Real-time cap table updates with ownership and equity changes reflected instantly. ### Configure LLC security types Profit interests, MIUs, capital interests, phantom units, UARs/EARs, options, preferred/common units, LTIPs. ### Interest holder portal Accept grants, track vesting, access interest agreements, K-1s, and 83(b)s. ### Bulk issuance ### Look-through ownership View precise ownership percentages across multiple entity layers. ### For complex LLCs ### Percentage-based ownership ### Insights and reporting #### Equity reporting View detailed, real-time insights into your organization's equity, interest holders, and securities. ASC 718 US GAAP reporting Generate automated expense and disclosure reports for profits interests. ASC 718 US GAAP audit support Expert analysts will work with you to answer questions about your expense reports. ### Tax and compliance 83(b) for founders and holders Easier electronic 83(b) election form fill and be notified of eligibility. Centralized LLC documents Store and distribute operating agreements and amendments. K-1 distribution Share K-1s to members easily. ### Shareholder management ### Data rooms Securely store, manage, and share due diligence docs with investors. ### Integrations Single sign-on (SSO) for admins Connect Carta to your identity provider so company admins can log in with single sign-on. ## 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. ### Waterfall Modeling Run any model with our customizable engine - Integrated with your cap table - Easily audit every calculation - Tailored to your operating agreements ### Distributions Accurate distributions without the spreadsheets - Automated payout calculations - Individual and historical - View invested capital balance in real-time ### Valuations Request and receive accurate valuations—fast - 409A valuations - Liquidation threshold support - Profit interest valuations ### Financial Reporting Automated ASC 718 expense and disclosure reports - Automated, customized reports - Disclosures and expenses - Audit support ## FAQs You have questions, we have resources and answers. ### What is a complex LLC? ### What is an add-on product? ### How do you calculate pricing and packaging? ### How does ownership management across multiple entities work? ### What types of securities can be managed on Carta? ## Let's connect Ready to customize your plan? Get started with a personalized demo of Carta's equity management software today.