# 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 [Sign up, it's free](https://app.carta.com/launch/create-account/?ir=pricing-companies-plans-launch&utm_source=https%3A%2F%2Fwww.google.com%2F) **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 [Get started with Build](https://fund-forecasting@carta.com/uk/en/plans/equity-management/?ir=corps_end2#contact-sales) **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 [Get started with Grow](https://fund-forecasting@carta.com/uk/en/plans/equity-management/?ir=corps_end2#contact-sales) **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 [Get started with Scale](https://fund-forecasting@carta.com/uk/en/plans/equity-management/?ir=corps_end2#contact-sales) **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](https://fund-forecasting@carta.com/uk/en/plans/equity-management/?ir=corps_end2#contact-sales)