Carta

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 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.

Carta Pricing FAQs

Is there a free plan available with Carta?

Yes, Carta offers a free plan under the Launch tier, designed for early-stage startups to help them get started with basic equity management. This tier is an excellent option for small companies or startups looking to manage their cap table without immediate financial commitment.

Can I negotiate Carta's pricing?

Yes, pricing for Carta can be negotiated, particularly if you opt for multi-year contracts or bring up specific concerns during the negotiation process. With Vendr you can outsource contract negotiations with Carta to experienced experts who know the ins and outs of Carta’s pricing model and can help you get the best deal. 

Is Carta suitable for larger organizations?

Yes, Carta caters to businesses of all sizes, including larger organizations with complex equity management needs. The Grow tier, in particular, is designed for scaling businesses, offering advanced features and customization options.

Does Carta support 409A valuations?

Yes, Carta supports 409A valuations. The platform's tools and integrations facilitate accurate valuations, ensuring compliance with regulatory standards and providing clear benchmarks for your company's equity value.