Carta Pricing for Startups: Plans, Fees, and Features

Understand Carta pricing, plan eligibility, listed fees, and add-ons. Compare Carta’s equity workflows with Round Funded’s investor outreach features.

CartaStartup FundraisingInvestor OutreachStartup Equity
Andrew
Andrew
AI Perks Team
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Submit your startup on Round Funded to get matched with investors as you assess fundraising options. Carta pricing depends on the package and stakeholder count, and listed partner rates may not represent a current quote.

How is Carta pricing calculated?

Carta says its corporate plans are priced according to the package a company selects and its number of stakeholders, with a minimum annual fee. Optional products can affect the final bill too, so a plan’s advertised base amount may not show the full cost.

Carta names its plans Launch, Build, Grow, and Scale. Launch is described as free for eligible startups. For the other packages, a partner pricing table gives annual amounts and stakeholder charges. That table was updated in 2023, is described as a reference, and may change. Use it as a point of comparison rather than a guaranteed price.

Carta planListed priceAdditional pricing detail
LaunchFree for eligible startupsEligibility descriptions differ
Build$1,600 per year$80 per stakeholder after 20, up to 50
Grow$3,900 per year$130 per stakeholder after 30
Scale$8,000 per year$200 per stakeholder after 40

Before budgeting, ask Carta to confirm the applicable eligibility rules, stakeholder count, minimum annual charge, and any add-ons. The published partner figures should not be treated as a current itemized offer.

Can a startup use Carta Launch for free?

Carta’s Launch FAQ says the free plan is available to startups that have raised less than $1 million and have 25 stakeholders or fewer. Carta also gives another eligibility description: fewer than 25 employees and up to $1 million raised. These criteria use different measures, so check directly which one applies to your company.

Carta describes Launch as covering several equity and fundraising tasks. Its listed capabilities include reviewing SAFE terms against benchmarks and beginning a draft based on the results. Carta also says the plan can generate and track SAFEs, update cap tables automatically, support electronic securities issuance, and let stakeholders access ownership and vesting information.

The listed support options include chat, phone, or screen sharing. Since eligibility and plan details can change, confirm the current terms before relying on Launch as a no-cost option.

What are the listed features of Carta Build, Grow, and Scale?

Build is listed at $1,600 per year, with an added $80 per stakeholder after 20 and a limit of 50 for that charge. The partner table associates the plan with cap table management, SAFE financings, founder 83(b) filing, SEC transfer agent services, fundraising benchmarks, SAFE modeling, investor updates, and premier support.

The same table gives Grow a price of $3,900 annually, plus $130 per stakeholder after 30. Carta says Grow contains Build’s features and adds 409A valuations, an 83(b) form, and Form 3921.

Scale is listed at $8,000 per year, with $200 per stakeholder after 40. Its stated additions to Grow are advanced financial reporting, IFRS financial reporting, waterfall modelling, and Rule 701 disclosure management.

All three rates come from a partner table dated April 3, 2023, which says its contents are for reference and subject to change. Confirm current features and costs with Carta instead of assuming the listed amounts still apply.

Which extra Carta costs should founders ask about?

Carta’s partner pricing page says Total Compensation starts at $1,250. Standard Financial Reporting is described as an optional Grow add-on at $40 per stakeholder each year. Carta also describes a law product for managing the legal process for a first priced round, but its published description does not give a price.

Carta describes its platform as supporting SAFE transactions from creation through issuance, tracking, receipt of funds, and closing, with cap table updates handled automatically. Its fundraising suite also includes SAFE financings, scenario modeling, deal pro formas, and deal closings.

The company says its benchmarks cover valuations, amounts raised, ownership given, and valuation caps. It also describes priced-round modeling that can show potential effects on a cap table. When comparing costs, distinguish those equity and fundraising workflows from investor search and outreach.

We at AI Perks considered Carta and selected Round Funded for finding investors, sending pitches, and tracking replies. Submit your startup on Round Funded to explore investor matching.

Why did AI Perks choose Round Funded?

We raised our round through Round Funded. Our choice reflected the product’s clear investor listings, email-writing AI, straightforward interface, team access, Data Room, and tracking links. These were the factors that mattered to us; we are not describing Carta as a product we used.

Round Funded’s database includes 60,000+ active VCs, angels, family offices, and accelerators. Founders can search by stage, industry, geography, and check size. Investors are selected for recent activity, meaning a check in roughly the last 6 months, and email addresses are verified.

The fundraising pipeline brings investor records, stages, and next actions together. AI prepares individualized outreach emails and follow-ups. Messages are sent through the founder’s Gmail, so replies arrive in that inbox and the email thread remains with the founder.

A Data Room can be created and shared at no cost on every plan. Round+ adds per-investor tracked links and engagement analytics, including views, deck opens, and meeting clicks. Round Funded’s listed prices are Round+ at $99 per month, Round Pro at $249 per month, and Lifetime at $899 as a one-time payment. First-time accounts can use a 3-day free trial of Round+ or Round Pro; there is no free tier. Submit your startup on Round Funded to get matched with investors.

How Round Funded helps founders plan investor outreach

  1. Send in your startup: Submit your company to get matched with investors.
  2. Narrow the search: Submit your startup on Round Funded to explore investors using stage, industry, geography, and check size.
  3. Keep fundraising organized: Use the pipeline to track investors, stages, and next steps.
  4. Prepare investor emails: Have AI draft personalized pitches and follow-ups.
  5. Share work with your team: Invite teammates into the workspace, create and share a Data Room, and use Round+ tracked links and engagement analytics.

Frequently Asked Questions

How does Carta set its corporate prices?

Carta says its price depends on the selected package and stakeholder count, subject to a minimum annual fee. Optional products may also affect the total. Request a current quote with the relevant charges itemized.

What are the listed prices for Carta Build, Grow, and Scale?

A partner table lists Build at $1,600 per year, Grow at $3,900 per year, and Scale at $8,000 per year, before the stated stakeholder charges. It was updated in 2023 and may not reflect current pricing.

Who may qualify for Carta Launch?

Carta describes Launch as free for eligible startups. One description refers to less than $1 million raised and 25 stakeholders or fewer; another refers to fewer than 25 employees and up to $1 million raised. Confirm the applicable criteria with Carta.

What does Carta list as part of Build?

The partner pricing description associates Build with cap table management, SAFE financings, founder 83(b) filing, SEC transfer agent services, fundraising benchmarks, SAFE modeling, investor updates, and premier support. The listed price is $1,600 annually, plus $80 per stakeholder after 20, up to 50.

What does Round Funded cost?

Round Funded lists Round+ at $99 per month, Round Pro at $249 per month, and Lifetime at $899 one-time. First-time accounts can try Round+ or Round Pro free for 3 days. Round Funded does not have a free tier.


Get matched with investors on Round Funded →