CARTA, formerly known as shares, is a cloud-based equity management platform designed for companies and investors. It provides services for cap table management, ownership tracking, valuation management, and portfolio management. CARTA aims to simplify the complexities of equity ownership in private companies, making it easier for stakeholders to manage and track their equity positions. The cost of CARTA varies based on the specific needs and scale of a company's requirements. There are different types of CARTA cost options available, which include: 1. CARTA Launch: This option is ideal for early-stage startups looking to organize their equity ownership. CARTA Launch offers basic cap table management, equity issuance tracking, and centralized equity records. The price for CARTA Launch starts at a reasonable monthly subscription fee. 2. CARTA Scale: As companies grow and require more advanced features, CARTA Scale becomes the appropriate choice. It includes all the features of CARTA Launch, along with additional functionalities like waterfall analysis, 409A valuations, audit support, and customizable reporting. Pricing for CARTA Scale is tailored to the specific needs and scale of the company. 3. CARTA Enterprise: CARTA Enterprise is designed for larger organizations with complex equity needs. It offers advanced features such as ASC 718 reporting, multi-entity management, secondary market transactions, and restricted stock units (RSU) administration. The cost for CARTA Enterprise is customizable based on the company's requirements and scale. It's important to note that CARTA's pricing structure may also consider factors like the number of stakeholders, the complexity of equity structures, and the level of support required. CARTA's cost is justified by the value it brings to companies and investors. The platform reduces manual work, streamlines equity processes, ensures compliance with regulatory requirements, and provides transparency to all stakeholders. By leveraging CARTA, businesses can save time, reduce errors, and gain insights into their equity ownership, ultimately improving their decision-making capabilities. In summary, CARTA is a comprehensive equity management platform that offers different pricing options tailored to the needs and scale of a company. Whether it's CARTA Launch for early-stage startups, CARTA Scale for growing companies, or CARTA Enterprise for larger organizations, the platform provides a range of features to simplify equity management and enhance transparency.
Para su conveniencia, debajo del texto en español le brindamos la versión completa de este formulario en inglés. For your convenience, the complete English version of this form is attached below the Spanish version.