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Carta Equity Management

Free Starter Plan or 20% off paid plans.

$1,000
CreditsApplication form · ~5 daysPaid membershipfinance
✓Verified Sep 27, 2026

What you get

Carta Equity Management - free Starter Plan or 20% off paid plans. Carta is the equity management platform that helps companies manage cap tables, issue equity, and run 409A valuations. From incorporation to IPO, Carta handles the complexity of equity compensation, making it easy to grant stock options, track vesting, and maintain compliance. The platform also provides liquidity solutions and fund administration services. Trusted by over 40,000 companies including Flexport, Robinhood, and Coinbase for managing their equity

Eligibility

Fewer than 25 stakeholders; less than $1M raised; signing up with no funds raised is allowed.

  • Fewer than 25 stakeholders
  • Less than $1M raised
  • Signing up with no funds raised is allowed
  • Expiry: You move to a paid early-stage plan once you pass 25 stakeholders or $1M raised, or need a 409A valuation

Stages

Under $1M raised, under 25 stakeholders

More Finance & Accounting perks

Guides for Finance & Accounting

Subject to provider eligibility and final approval.