Carta Pricing Plan & Cost Guide

Carta

Equity management solution for public & private firms

4.36/5 (44 reviews)

Carta Pricing

Starting from: $2800.00/year

Pricing model: Free, Subscription

Contact Carta for pricing details.
Pricing is based on number of stakeholders, cap table complexity, services, and products.

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Carta Pricing Reviews

Pros
  • Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.Verified ReviewerRead the full review
  • It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.Verified ReviewerRead the full review
  • Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.Mallory R.Read the full review
Cons
  • Carta did not have any alerts system, and did not notify affected employees for a month. Some employees were left tens of thousands of dollars worse off than had the error not occurred.Luke F.Read the full review
  • The interface and experience are terrible. It is clunky and not intuitive.Verified ReviewerRead the full review
  • The worst experience with any B2B software company for years.Richard C.Read the full review
88%
recommended this to a friend or a colleague

5 reviewers had the following to say about Carta's pricing:

Anonymous

Great equity management system

Used monthly for 2+ years
Reviewed 2021-02-26
Review Source: Capterra

Overall, this system makes it really easy to understand your equity.

Pros
Overall, Carta makes it really easy to not only view your holdings, but each individual grant and what has vested. It also allows you to exercise options that are available to you.

Cons
Our company went through a re-price so all old grants had to be cancelled and reissued. It's not easy to tell which grants are active vs which ones are voided.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Rob P.

Huge timesaver, great value and has improved continuously over time

Used weekly for 2+ years
Reviewed 2019-06-21
Review Source: Capterra

Pros
It solved a hugely expensive problem very easily (I used to have to manage our cap table in excel, print out paperwork and issue my own stock certificates. However, every time I look at software options, I was stuck going back to the same system. Using lawyers is truly insane cost-wise, so we manged it in-house. I talked to users of all competitive products and every single one noted errors in those products that led to board-level action and highly expensive fixes. This is NOT something you want to mess around with. Carta, however, was FAR superior to all other options in ease-of-use, accuracy of data, security, rapidity of product development, and ability to scale along with our company. They could make any adjustments needed without the needs for costly external counsel or board interaction.

Cons
When we first started using it (nearly 5 years ago), we found a few bugs in accounting reporting on edge cases (we had a couple outlier cases unusual for a company of our size at the time ). The Carta team quickly made adjustments to their software to resolve the problems however (and have continued to respond quickly to feedback).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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John C.

Carta Review

Used monthly for 2+ years
Reviewed 2019-04-22
Review Source: Capterra

I enjoy using Carta, and hope I can continue to use it and continue to grow equity.

Pros
I love having everything in one place, and easy to use, purchase and organize all of my grants and vested stock.

Cons
I wish that I could use some sort of market value prediction tool, as well as have deductions from my paycheck taken out to be used for stock.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Anonymous

Simple way to manage equity in a startup.

Used occasionally for 2+ years
Reviewed 2019-07-30
Review Source: Capterra

Pros
It's easy to see when I can exercise shares, and it's easy to see my current holdings.

Cons
It's such a bare website. I would like some more features, maybe educationally-focused links and ways to track the value of the shares, if there is any information.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 7/10

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Anonymous

Clunky, Inefficient, and Expensive

Used monthly for free trial
Reviewed 2021-04-22
Review Source: Capterra

Terrible. The product reminds me of the archaic Quickbooks.

Pros
Carta allows you to store all your financial investment documents.

Cons
The interface and experience are terrible. It is clunky and not intuitive. It is very expensive and the customer support is not as attentive as they should be. There is no easy ability to forecast and project.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 1/10

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