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Carta Pricing

For SaaS users evaluating Carta, its pricing is influenced by the size of the customer's headcount. For a headcount size of 200, users should expect pricing to range from $12,300 to $18,600 annually. If the headcount is 1,000, the pricing increases to fall between $24,000 and $34,000 on an annual basis. For organisations with a headcount surpassing 1,001, the pricing could be anywhere from $39,400 to $85,700 per year.

Carta offers its services in different tier packages. The Launch tier, intended to get users started with equity management, can be availed for free. The Build tier, which is more targeted towards developing businesses, requires users to request a demo for its pricing details. The Grow tier, created for scaling businesses, has an estimated pricing that falls between $96 and $19,000. As per the market insights, users should note that Carta does not offer contracts with duration less than 12 months. Discounts may be available upon negotiation, and these could be obtained by discussing product concerns, economic constraints, growth prospects, or industry- specific hurdles.

Carta Negotiation Insights

With Vendr, you can access crucial negotiation insights that can significantly lower your software spend. These insights are built on a rich-procurement data and in-house expertise. Here's a sneak-peek into what we have to offer for Carta.

Discount Lever

Multi-Year Contracts: When negotiating your Carta contract, consider opting for a multi-year agreement. Suppliers typically offer price reductions for longer commitment periods.

Commercial Item

Price protection clauses: Including a price protection clause in your contract can prevent unexpected price hikes and promote cost predictability throughout the contract term.

These are just a couple of the negotiation insights that Vendr has for Carta. Sign up for a free forever Vendr account to access the wealth of information available - including additional discount levers, commercial items, product alternatives like Capshare, LEDGY, and Shareworks, and more.

With over 25 total negotiation insights available for Carta, Vendr's platform provides you with the right tools to get the best value from your SaaS investments. Get started today.

Community Insights for Carta

Here are some recent insights shared by our community on negotiating and purchasing Carta:

  1. "We were able to get roughly a 10% discount by leveraging Fidelity as a competitor, their mistaken email from their leadership, as well as how briefly they crossed into a higher priced tier." - Community Insight was posted recently.
  2. "Upon renewal, Carta was able to waive their 10% uplift. It was a straightforward process once we communicated our budget constraints." - Community Insight was posted recently.

Learn more about how to navigate SaaS procurement and gain additional insights such as the estimated time to implement Carta, what to expect for your renewal, and other discount levers that can be implemented if you're stuck during the negotiation process by signing up for a free forever Vendr account. Join our community to access a wealth of knowledge and insights, with over 20 community insights available for Carta alone.

Carta Competitors


Capshare is a popular alternative to Carta. It assists businesses in managing their equity and employee stock options. Just like Carta, Capshare is a cloud-based platform aimed at companies of varying sizes. It helps users manage stock distribution, valuations, transfers, and leaves little room for costly human errors.


Ledgy is another significant competitor renowned for its equity management SaaS. It provides a detailed overview of your company's cap table and shareholder structure. Ledgy also boasts a strong portfolio view feature, which could make it an attractive alternative for companies managing numerous investments.


Shareworks by Morgan Stanley is a well-established player in the equity management platform space. It's designed to simplify the process of managing equities, from administration to participation. It also offers a range of other corporate services, which might appeal to businesses seeking a comprehensive solution, making it a strong Carta competitor.

Please note that while these are all competitive alternatives, it's strongly recommended to directly compare their features with Carta, taking into account your specific business needs and objectives.

Carta Overview

Carta, a leading equity management software solution, simplifies handling equity-related tasks for private companies. With innovative features and intuitive design, Carta stands out as an optimal choice for businesses aiming to streamline their equity management processes. Served in three distinct plans; Carta Launch, Carta Build, and Carta Grow, it caters to different business scales and needs by offering customizable features based on the number of stakeholders.

One of the defining characteristics of Carta is its user-friendly interface. It provides straightforward navigation for users, regardless of their technical background. This user-centric approach extends to its implementation process, which can take up to three months, ensuring a focused and quality onboarding experience. Another key feature of Carta's offering includes admin-only download access, marking a robust effort in securing sensitive equity data.

Compliance and Security

Carta emphasizes the safety and security of its users' data with strict security standards. Adhering to the latest regulatory protocols, Carta is compliant with the General Data Protection Regulations (GDPR), ensuring that customers' personal data is handled following the regulation's guidelines.

Carta also follows the guidelines of Service Organization Control 2 (SOC2) that underscores the company's commitment to data security. This compliance reassures customers of the robust and secure practices in storing, processing, and transmitting their data.

In strengthening the security further, Carta supports Multi-factor Authentication (MFA) and Single Sign-On (SSO) capabilities. MFA provides an additional layer of security by requiring multiple methods of verification to validate user credentials. On the other hand, SSO enhances user convenience by enabling users to use a single set of credentials across various applications, reducing password fatigue, and simplifying access management.

In the aspect of data privacy, Carta is mindful of adhering to Personal Identifiable Information (PII) and Data Protection Act (DPA) regulations. This commitment ensures users that their personal information is safeguarded and protected against unauthorized access or release.

These rigorous compliance and security measures underline Carta's dedication to providing its customers with a secure and privacy-centered platform, aligning with the industry’s best practices to assure a secure and reliable platform.

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Carta by the numbers

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Carta pricing: frequently asked questions

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Alli Cheaney
Alli Cheaney
Principal SaaS Consultant
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Trey Swaim
Trey Swaim
Principal SaaS Consultant
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Our team has handled over 40,000 negotiations across thousands of suppliers
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Bree Simmons-Yager
Principal SaaS Consultant
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