Plans & Pricing for UK Companies
PLANS & PRICING FOR UK COMPANIES
Smart. Scalable. Simple.
Launch
Launch your company and your first cap table, for free
Up to 25 stakeholders and $1M raised
Core
- Cap table management
- Securities issuance
- Exercising and repurchasing
- Equity reporting
- Round modelling
- Investor relations
- ASAs, SAFEs, CLNs issuance
- HRIS and payroll integration
- Customer support
Build
Build your company with powerful add-ons
Unlimited stakeholders
Core
Included with Build
- Round closing support
- S/EIS services
- Share plan management
- White-glove onboarding
- Plan customisation (add-ons)
Grow
Navigate compliance effortlessly at any milestone
Unlimited stakeholders
Core
Build
- Round closing support
- S/EIS services
- Share plan management
- White-glove onboarding
- Plan customisation (add-ons)
Included with Grow
- EMI & CSOP valuations
- EMI share plans
- Exit modelling
Scale
Raise, hire, and scale with precision
Unlimited stakeholders
Core
Build
- Round closing support
- S/EIS services
- Share plan management
- White-glove onboarding
- Plan customisation (add-ons)
Grow
- EMI & CSOP valuations
- EMI share plans
- Exit modelling
Included with Scale
- 409A valuations
- IFRS/UK GAAP reporting
Compare plans
| Feature | Launch | Build | Grow | Scale |
|---|---|---|---|---|
| Manage your cap table | Auto-updated cap table | Real-time, digital cap table | Real-time, digital cap table | Real-time, digital cap table |
| Security holder management | Import, add and modify stakeholder info | Import, add and modify stakeholder info | Import, add and modify stakeholder info | Import, add and modify stakeholder info |
| Electronic securities | Monitor and adjust share class details | Monitor and adjust share class details | Monitor and adjust share class details | Monitor and adjust share class details |
| Equity plan generation | Quick generation of standard equity docs | Quick generation of standard equity docs | Quick generation of standard equity docs | Quick generation of standard equity docs |
| Multi-entity support | Manage subsidiary structures | Manage subsidiary structures | Manage subsidiary structures | Manage subsidiary structures |
| Shareholder management | Manage stakeholder records | Manage stakeholder records | Manage stakeholder records | Manage stakeholder records |
| Investor relations tools | Centralise all investor communications | Centralise all investor communications | Centralise all investor communications | Centralise all investor communications |
| Investor updates | Manage investor updates | Manage investor updates | Manage investor updates | Manage investor updates |
| Fundraise | Issue ASAs, SAFEs, and CLNs | Issue ASAs, SAFEs, and CLNs | Issue ASAs, SAFEs, and CLNs | Issue ASAs, SAFEs, and CLNs |
| Round modelling | Model different scenarios | Model different scenarios | Model different scenarios | Model different scenarios |
| Unpriced round modelling | Understand impact of next raise | Understand impact of next raise | Understand impact of next raise | Understand impact of next raise |
| Round closing | Automate tasks for closing | Automate tasks for closing | Automate tasks for closing | Automate tasks for closing |
| Advance Assurance application | Hands-on application and HMRC support | Hands-on application and HMRC support | Hands-on application and HMRC support | Hands-on application and HMRC support |
| S/EIS | Confirm tax advantages | Confirm tax advantages | Confirm tax advantages | Confirm tax advantages |
| Exit modelling | Use cap table data | Use cap table data | Use cap table data | Use cap table data |
| Equity reporting | View detailed, real-time insights | View detailed, real-time insights | View detailed, real-time insights | View detailed, real-time insights |
| Company registers | Track key info about a company | Track key info about a company | Track key info about a company | Track key info about a company |
| Companies House filings | Support for maintaining filings | Support for maintaining filings | Support for maintaining filings | Support for maintaining filings |
| EMI & CSOP valuations | HMRC approved with pre-clearance | HMRC approved with pre-clearance | HMRC approved with pre-clearance | HMRC approved with pre-clearance |
| 409A valuations | Generate audit-ready reports | Generate audit-ready reports | Generate audit-ready reports | Generate audit-ready reports |
| IFRS/UK GAAP reporting | Generate compliant reports | Generate compliant reports | Generate compliant reports | Generate compliant reports |
| Employee dashboard | View grant info | View grant info | View grant info | View grant info |
| HRIS integrations | Sync for management | Sync for management | Sync for management | Sync for management |
| HMRC filings | Generate filings | Generate filings | Generate filings | Generate filings |
| Share plan management | Track limits and usage | Track limits and usage | Track limits and usage | Track limits and usage |
| EMI share plan set-up | Design EMI scheme | Design EMI scheme | Design EMI scheme | Design EMI scheme |
| Customer support | Dedicated support | Dedicated support | Dedicated support | Dedicated support |
| White-glove onboarding | Premium onboarding service | Premium onboarding service | Premium onboarding service | Premium onboarding service |
| 24-hour support | Available | Available | Available | Available |
Customise 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 Administration
Tax strategies for equity compensation
- Cap Table reconciliation
- Data import and migration
- Personalised 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
IPO Advisory
Support before and after IPO
- Personalised IPO action plan
- Data migration to Morgan Stanley at Work
- Transfer agent setup with Odessey
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?
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: Select the number of stakeholders
Add-on products: Customise your package with add-on products
Your price: Contact sales