CARTA PRICING PHILOSOPHY & PLANS
A plan for every organization
Over 17,000 companies and investors rely on Carta’s equity management platform, valuations, and services. We work with every customer to find a price, plan, and solution that fits your needs. Carta pricing is based on stakeholder count, cap table complexity, and plan.
Advanced equity management, with features & services to prepare you for liquidity, M&A, and IPO
|Cap table management||Starter||Growth||Scale|
|Security holder management|
|Transactions auto-update cap table|
|Standard 409A valuation|
|Standard 409A refreshes for material events|
|409A audit support|
|Complex 409A valuation||Add-on||Add on||Add-on|
|ISO disqualification check|
|Account audit reports|
|Expense reporting (ASC 718)|
|Rule 701 management|
|Capitalization reports with drafts|
|Equity plan balance report|
|Rule 701 analysis worksheet|
|Investor audit-confirmation service|
|Financing round modeling|
|Permissions: internal and external|
|Grant cap table access|
|Option grant & exercise approvals|
|Board meeting management|
|Board member platform|
|Law firm platform|
|Tender offer platform & account manager||Add-on||Add-on||Add-on|
|Opt-in Beta program|
|Dedicated, priority support||Add-on||Add-on||Add-on|
STANDARD VS. COMPLEX 409AS
What type of valuation do you need?
|409A valuations||Standard 409A||Complex 409A|
|Dedicated valuation analyst|
|Multiple or international subsidiaries|
|Crypto or crowdfunding|
|Upcoming exit (acquisition or IPO plans)|
ADD-ON FEATURES & SERVICES
Customize your plan
CARTA PRICING METHOD
Determine your price
Get in touch to discuss plans and pricing
Over 700 firms trust Carta’s fund management platform. We work with every customer to find a price, plan, and solution that fits your needs. Talk to us about your fund and we’ll work with you to find the best solution.
TRUSTED BY HUNDREDS OF VC FIRMS
Why choose carta?
We're the future of fund administration
Carta combines a word-class service team with superior technology to help administer your fund. Stop worrying about your back office and spend more time on deals. Our pricing is based on the size and complexity of your fund.
Plus everything you need to manage your fund, in one place.