Carta Pricing, Alternatives & More 2023 - Capterra (2023)

FAQs

How much does Carta subscription cost? ›

How much is Carta? Carta's price is around $2,500/year.

Overall: Overall, it's been awesome using Carta. It's a great tool to manage private equity. I'd highly recommend this. Cons: - Mobile application is lacking some features that the web app has (i.e. documentation repo).

For standalone valuations, the cost ranges anywhere from $1,000 to over $10,000, depending on the size and complexity of your company. At Carta, 409A valuations are included in an annual subscription along with cap table management.

Get the right start with Carta Launch

Issue equity and SAFEs, track ownership, and manage your cap table with Carta's free platform for early-stage founders.

Carta was founded as eShares in 2012 by entrepreneur Henry Ward and serial investor Manu Kumar. Ward became CEO and Kumar became the company's Chairman.

Carta does not sell (as such term is defined in the CCPA) the Personal Information we collect (and will not sell it without providing a right to opt out).

Over 15,000 customers rely on Carta's equity management platform, valuations, and services. We work with every customer to find a price, plan, and solution that fits your business.

Overall Experience – The Focus V Carta tops the Puffco Peak

In the end, we personally prefer the Carta Focus V with its more versatile use, lower price point, Bluetooth app, and overall experience.

Request in review: Carta's Valuation team has received the submission and is reviewing the information for accuracy. The review process can take up to two business days from the date the 409A request was submitted.

Can I do my own 409A valuation? ›

You have three options to get a 409A valuation report: Do it yourself. This is the riskiest option of the three because there is no "safe harbor" protection should the IRS get involved. That means you have to prove that your valuation is correct.

409A. The employer will need to identify the amount, using box 12, Code Z, of Form W-2 (or box 15b of Form 1099), and the affected employee will be responsible for paying any penalties to the IRS.

As of February 2021, Carta's annual recurring revenue was about $150M, up from $50 million in early 2019. Between April 2020 and July 2022, Carta's equity management business grew from over 15,000 to over 26,000 companies.

Carta allows supervisors to view important information based on raised cash or last preferred valuation and request access to investors' capitalization table. It lets businesses store paper certificates in a secured vault, eliminating the risk of theft or loss.

Carta is the leading equity management platform for the venture ecosystem. Founded in 2012, Carta set out to help private companies better manage their cap tables and issue electronic securities.

The two best cap table management software providers right now are Carta and Shareworks (formerly known as CapShare, now owned by Morgan Stanley).

Function as a public company as early as day one post-IPO, with a seamless equity data transition to Carta's public market solution.

Carta Capital Markets, LLC (“CCMX” or “we”) offer a range of brokerage and tailored liquidity solutions for customers like you. From setup to completion, CCMX provides infrastructure, products and services to innovators, private companies, private stockholders and institutional investors.

Diverse employees at Carta score the company 82/100 across various culture categories, placing Carta in the Top 15% of companies on Comparably with 501-1,000 Employees for Comparably's diversity score.

Issuing shares electronically through Carta made it easier and cheaper for companies to issue equity to themselves and their employees. It also allowed us to create a real ledger with both sides of the transaction. Carta became the central registry of ownership in private companies.

Will Carta ever go public? ›

What's next: Carta has no plans to IPO any time soon, with Ward saying shareholders have been able to find liquidity by selling shares on its CartaX platform. The earliest Carta would begin considering such a move is in 2025 or 2026, Ward said.

Find the solutions you need to drive your business forward. Get support for every stage and every role. Over 30,000 companies use Carta to fundraise, issue equity, and stay compliant.

Carta partners with Plaid to instantly connect your bank account. Click Continue. Select your bank from the list or use the search function. This article will use Chase Bank as the example.

For Public Market companies or for tender offers completed on the platform, Carta furnishes Form 1099-Bs for all stock sales that occur through the platform.

The Carta platform allows holders of Common shares to sell them into the market. Common shares can originate from several places, out of an equity plan: option exercise, RSA/RSU settlements, or ESPP participation.

Carta is regulated by the regional office of the SEC located at 44 Montgomery Street, San Francisco, CA.

There's also a carb cap that can be tethered around the atomizer, making it easy to retain heat in the chamber while the dab is vaporized. Equipped with a USB-C cable, the Carta can be fully charged in just under an hour and will last around 30 hits before it needs to be recharged.

Like the Puffco Peak, the Focus V Carta utilizes a single button to power the device and also cycle between different temperature settings settings. While the Carta is technically designed to be a hybrid vaporizer, compatible with both concentrate and flower, it seems to be better suited for dabbing.

Well, overall I really really enjoyed using this device as it's really the first E-Rig to provide a wide range of options that even some of the top dry herb vaporizers don't. Passthrough charging, temperature flexibility and the dual compatibility with herb and wax make it one of the best options for E-Rig enthusiasts.

Why are 409A valuations so low? ›

That's because a low 409A valuation allows companies to grant their employees stock options at a lower price. Companies can also use the new, lower 409A valuation as a recruiting tool, luring prospective employees with cheap options and the promise of cashing out at a higher price when the company eventually exits.

A 409A valuation is not necessarily an accurate valuation of what a startup's true valuation is when it goes to raise money from investors in an arm's length negotiated transaction. Most startups issue cash investors in the company preferred stock as opposed to common stock.

The 409A valuation establishes the base price of a company's common stock—which informs the price at which employees can exercise their stock options. The key difference between 409A valuations and valuations in a financing round is that 409A valuations aren't based on market demand.

Companies can largely ignore Section 409A if they give employees stock options that have a strike price (the price at which the stock can be bought) exactly equal to the fair market value (FMV) of the common stock at the time of the grant.

Most estate agents will provide you with a valuation for free. The procedure is considered part and parcel of their services and. It also provides them with a useful opportunity to pitch themselves to you. Their hope is that once they provide you with a valuation, you will decide to use their agency to sell your home.

The mortgage valuation report is paid for by you, the borrower, but it's usually solely for the benefit of the mortgage provider although sometimes it can also be for the benefit of the borrower.

Common Section 409A errors and penalties

Failure to make deferral or distribution elections in a timely manner. Failure to comply with Section 409A definitions for specified terms. Early payment of an amount payable in a later year. Late payment of an amount payable in an earlier year.

Answer: Severance arrangements can avoid Section 409A entirely by qualifying as a “short-term deferral” (see Question 5) or under the “severance pay” exception (see Question 4). The exceptions may be “stacked” so that amounts that do not qualify as short-term deferrals may be exempt under the severance pay exception.

Penalties for violations of Section 409A may include: Income inclusion at the time of vesting even if the benefit has not yet been paid. A 20% penalty tax on the deferred amounts. An increased interest rate on the late payment of the income tax due on the compensation.

Carta is funded by 86 investors. 8090 Partners and Sand Hill Angels are the most recent investors. Carta has a post-money valuation in the range of $1B to $10B as of Aug 13, 2021 , according to PrivCo.

What happens on Carta after IPO? ›

After the IPO you exercise and sell on the same day, and make money on the increase in share price. You pay ordinary income tax on the money you made from selling.

forecast annual revenue growth

F's forecast earnings growth (6.2% per year) is above the savings rate (2%). Earnings vs Market: VYGP. F's earnings (6.2% per year) are forecast to grow slower than the US market (15% per year).

Over 30,000 companies use Carta to fundraise, issue equity, and stay compliant.

Carta Worldwide is a Canadian financial technology company that offers digital payments technology and modern card issuer processing for banks and financial technology "fintech" companies.

Definition of 'carta'

1. a formal document from the sovereign or state incorporating a city, bank, college, etc, and specifying its purposes and rights. 2. ( sometimes capital) a formal document granting or demanding from the sovereign power of a state certain rights or liberties.

Henry Ward is the CEO and co-founder of Carta, a company that continues to revolutionize the way founders, investors, and employees manage equity and ownership. Since founding Carta in 2012, Carta has grown to manage hundreds of billions of dollars in equity.

Ownership on Carta

Today, there are two million equity owners on Carta, representing a combined $2.5 trillion in equity value—up from $2 trillion in 2021 and $764 billion in 2020.

Carta for Public Companies: Manage the IPO Process | Carta. Find the solutions you need to drive your business forward. Get support for every stage and every role. Over 30,000 companies use Carta to fundraise, issue equity, and stay compliant.

The Carta platform allows holders of Common shares to sell them into the market. Common shares can originate from several places, out of an equity plan: option exercise, RSA/RSU settlements, or ESPP participation.

How do I cancel my subscription to Carta? ›

As of February 2021, Carta's annual recurring revenue was about $150M, up from $50 million in early 2019. Between April 2020 and July 2022, Carta's equity management business grew from over 15,000 to over 26,000 companies.

Carta is a registered Transfer Agent with the U.S. Securities and Exchange Commission (SEC) and companies use our platform to issue electronic securities to their security holders. Transfer Agents facilitate the clearance and settlement of securities transactions.

Stock option grants are how your company awards stock options. This document usually includes details about: The type of stock options you'll receive (ISOs or NSOs) The number of shares you can purchase. Your strike price.

If you make a capital gain on the sale of shares, then subject to the exceptions set out below you will usually be liable to pay Capital Gains Tax (CGT). Your gain is usually the difference between what you paid for your shares and what you sold them for.

If you have pledged your shares (to get extra margin against your shares), then you will not be able to sell these shares until they are unpledged. Your shares might get locked due to regulatory reasons. So you will be able to sell the shares only after the lock-in ends or is lifted.

It was founded by Manu Kumar and Henry Ward in 2012 as eShares, Carta is based in Mountain View, California.

Manages capital tables for 29,000 startups, tracking ownership of shares and options, valuations and dilution when new shares are issued. Customers include Canva, Flexport and Intercom.