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TL;DR - Carta

  • Carta is a platform for managing equity, cap tables, and valuations for startups
  • It handles 409A valuations, equity grants, and liquidity events
  • Plans from $5,000/year for startups
Pricing: Paid only
Best for: Enterprises & pros
4.3/5 across review platforms

Pros & Cons

Pros

  • Cap table management leader
  • 409A valuations
  • Equity management
  • Investor relations
  • Industry standard

Cons

  • Expensive
  • Per-stakeholder pricing
  • Overkill for small companies
  • Complex for simple needs
  • Migration difficult

Ratings Across the Web

4.3(285 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

Equity managementCap table409A valuationsFund adminInvestor servicesLiquidity

Pricing Plans

Free Trial

Launch

Free

Startups

  • Cap table
  • Up to 25 stakeholders
  • 409A basic
  • Core features
Most Popular

Starter

$299/month

Growing

  • More stakeholders
  • Full 409A
  • Scenario modeling

Growth

Custom

Scaling

  • Unlimited stakeholders
  • Advanced features
  • Integrations

Enterprise

Custom

Enterprise

  • Custom terms
  • Dedicated support
  • API access

What is Carta?

Editorial review
Carta manages cap tables, equity, and valuations for startups and private companies. Instead of spreadsheets that break and confuse, Carta maintains accurate ownership records and handles the complexity of equity compensation. 409A valuations are built in. Employee equity management handles grants, vesting, and exercises. Fund administration serves investors too. Startups with employees or funding use Carta because cap table errors are expensive and equity administration is more complex than spreadsheets can handle.

Reviews

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Carta FAQ

Is Carta free?

Launch plan from $3,000/year. Growth and Scale plans higher. Pricing based on company stage.

What is Carta?

Carta is equity management software. Cap tables, 409A valuations, and fund administration. Standard for startups.

Why do startups use Carta?

Manage equity, issue stock options, handle compliance. Investors expect clean cap tables. Makes fundraising easier.

Carta vs Pulley?

Pulley is newer and cheaper. Carta is more established with more features. Both handle cap table management.

Source: carta.com