Carta Discounts, Pricing & Reviews

Eligibility requirements

All NachoNacho are eligible.

What is Carta?

Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans.Carta is a transfer agent for private companies that enables seed-stage to pre-IPO companies to manage equity electronically with the participation of their shareholders, employees, auditors, and legal counsel. It digitizes paper stock certificates along with stock options, warrants, and derivatives to create a real-time image of who owns what at a startup.

Your single source of truth
With all equity transactions and information in Carta, your cap table stays up to date with less effort.

Built-in compliance
Carta helps you stay compliant when issuing equity and getting 409A valuations.

Preferred by shareholders
Employees and investors can accept electronic securities, exercise options, and track vesting schedules.

Key benefits of using Carta?

EQUITY MANAGEMENT

Cap Table
409A Valuations
Expense Accounting
LLC
Carta Launch
Tax Advisory

COMPENSATION

Benchmarking
Total Rewards Statement

VENTURE CAPITAL

Fund Administration
Fund Formation
SPVs
ASC 820 Valuations
Capital Call Line of Credit

LIQUIDITY

Tender Offers
Secondary Blocks
Auctions
Public Companies

Links

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Service providers who can help you with this product

Provider of back-office services - human resources, compliance management, financial review and equity management.

5% Discount

Beaverton, Oregon, US

$3k - $6k

Managed Service Provider (MSP)

Accounting, strategic finance & tax, for startups. Born out of a VC fund ourselves, we understand early stage companies.

New York, New York, US

Avg. monthly rate

<$1k - $8k

Typical project

$2k - $10k

Carta Reviews

Michael B.

Investor

Feb 10, 2024

I use it for all of my deals

The digital platform digitizes stock certificates, options, and derivatives, making equity transactions easy and efficient. It is a reliable and trustworthy source of information that keeps cap tables up to date with minimal effort. The built-in compliance feature is an added benefit that ensures compliance when issuing equity and obtaining 409A valuations. Carta is an excellent platform that investors and companies can rely on for secure and efficient management of finances.

Darla B.

VC Portfolio Manager

Sep 23, 2024

#1 equity management tool

It's the #1 equity management tool for a reason. However, a lot of our startups don't like using it due to cost. There are affordable alternatives like Two12 and some newer startups. I would recommend that later if you need something cheap that just works, but if you want it done right, it's always a good idea to go with the best.

Lola H.

Founder

Mar 20, 2024

Best equity management software

I absolutely love using Carta! As a startup founder, managing equity can be a daunting task, but Carta makes it a breeze. The platform is highly intuitive and easy to use, and I appreciate the built-in compliance features that keep us on track. Plus, my employees and investors love the ability to view and track their equity in real time. It's a must-have tool for any startup looking to streamline their equity management processes.

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