Carta Plans Details.pdf

Features and services by plan

Equity management

Cap table management Launch Build Grow Scale
Cap table √ √ √ √
Electronic securities √ √ √ √
Electronic exercising √ √ √ √
Equity plan generation √ √ √ √
Security holder management √ √ √ √
Transactions auto-update your cap table √ √ √ √
Compliance Launch Build Grow Scale
83b for founders √ √ √ √
83b electronic filing √ √
Form 3921 √ √
ISO disqualification checks √ √
Standard 409A valuation and refreshes √ √
Complex 409A valuation Add-on Add-on
409A audit support √ √
ASC 718 audit support √
Rule 701 disclosure management √
Shareholder management Launch Build Grow Scale
Data room √ √ √ √
Communication center √ √ √ √
Board consents √ √ √ √
Board meetings √ √
Insights and reporting Launch Build Grow Scale
Equity reporting √ √ √ √
Fundraising benchmarks √ √ √ √
SAFE round modeling √ √ √ √
Priced round modeling √ √ √
Deal-ready pro forma √ √ √
Exit modeling √
GAAP Financial Reporting(ASC-718) √
IFRS Financial Reporting √

Features and services by plan

Equity management

Financial transactions Launch Build Grow Scale
SEC transfer agent √ √ √ √
Stock exercises and repurchasing √ √ √ √
Stock transfers √ √ √ √
ACH and wire transfers √ √ √ √
System integrations Launch Build Grow Scale
HRIS integration √ √ √ √
Payroll integration √ √ √ √
Support Launch Build Grow Scale
Premier Support √ √ √

Add-ons

Total Compensation

QSBS Attestation

Equity Advisory

Company-wide equity education webinar

Liquidity