Carta
$2,177–$47,578per year
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Carta
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Median buyer pays
$15,150
Based on data from 350 purchases, with buyers saving 13% on average.per year
Median: $15,150
$2,177$47,578
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About Carta
Carta Overview
Carta is a software company that solves problems together, grows together, and reaps the rewards of all that hard work together. It offers equity management, 409A valuations, and liquidity, all in one place. It is trusted by 5,000 companies, their investors, and their employees.
Carta's 2 Products
Carta offers a software platform and services to lay the groundwork so you can focus on building the future.
Now sold separately—every company can now build a competitive, holistic compensation strategy that leverages millions of private market data points to create real-time salary and equity benchmarks.
Compare prices for similar companies
| Supplier | Carta | Capshare |
|---|---|---|
| Median Contract Value | $15,150 | - |
| Avg Savings | 12.79% | - |
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DPA available
SOC2 attestation
Annual penetration tests
Negotiation insights
Discount levers
Success pontential
RenewalsNew purchases
Low chances of successMedium chances of success
High chances of successVendr community insights for Carta
Company with 201-1000 employeesThis month
"We pushed hard on Carta to reduce our cost below what we paid last year, as our new CFO had paid significantly less for similar services from Carta at their previous company. Carta did not offer substantial savings, but did waive the 7% renewal uplift they had originally included in our renewal. "Company with 201-1000 employeesThis month
"Carta does not accept redlines to their MSA on contracts under $100k
"Company with 201-1000 employeesThis month
"Carta wanted to move us from a tier based pricing system to a PEPM system. This would have increased prices by 30%. We successfully argued against this by leveraging competition and our board's dissatisfaction with Carta."Company with 201-1000 employeesThis month
"When we first engaged with Carta about our renewal, they said they would be increasing prices by 7%. A month later, they told us they were switching our pricing system to PEPM costs, which would increase costs by 30%. We had the previous rep's offer of 7% in writing, so we were able to avoid the 30% increase. "Company with 201-1000 employeesThis month
"We were able to push for a flat renewal by highlighting competitive offerings from Pulley, emphasizing their consistent usage history, and committing to add-on services like tax advisory"Company with 201-1000 employeesThis month
"Carta initially proposed an annual increase at renewal. However, by emphasizing our cost-cutting initiatives and remaining firm on our budget, we successfully secured a 20% discount at renewal with no changes to the scope of services."Company with 201-1000 employeesThis month
"Carta informed us that they have a team that focuses on increasing costs for users who have prices that are in the bottom 25% for a specific tier of service."Company with 201-1000 employeesThis month
"Be sure to remove auto-renewal language on new purchases as it is standard on their ToS, but can be removed when requested"Company with 201-1000 employeesThis month
"We successfully secured a one-time 20% discount with our Carta renewal, citing internal budget constraints as a key consideration."Company with 201-1000 employeesThis month
"We successfully secured a 25% discount on our Carta renewal by setting clear expectations from our finance team that any reduction in quantity must correspond with a decrease in the annual price."Company with 201-1000 employeesThis month
"Our Carta rep wanted to increase prices by 7%, but they were ignoring a pre-negotiated renewal price limit that capped increases to 3% each renewal. Check all of your order forms before agreeing to increases! "Company with 201-1000 employeesThis quarter
"We pushed back on a 7% increase to our subscription prescribed by Carta. They took our complaints to their management team, who offered a flat renewal."Company with 201-1000 employeesThis quarter
"Carta removed a 10% discount we had on our previous renewal. We were able to leverage involvement from our CFO to have Carta reinstate the discount, even after we had passed our renewal date."Company with 201-1000 employeesThis quarter
"Carta told us they are unable to sell us total compensation apart from their cap table product. "Company with 201-1000 employeesThis quarter
"We we're able to waive the 7% increase that Carta wanted to include on our renewal. We did so by arguing that Carta's consistent UI changes were a net negative to our use of the platform."Company with 201-1000 employeesThis quarter
"Carta has a provision in their MSA that allows them to increase prices by 7% or more as long as they give you thirty days notice."Company with 201-1000 employeesThis quarter
"Carta identified our account as one that has legacy pricing that is too low. They tried to raise our price by 38%. We were able to reduce this increase to 5% by threatening churn to Pulley."Company with 201-1000 employeesThis quarter
"When evaluating tools like Carta, stakeholders rely heavily on recommendations from their investors and attorneys, as there are limited alternatives in the market."Company with 201-1000 employeesThis quarter
"A major dissatisfaction with Carta's pricing is that it is based on the total number of users in the system, rather than differentiating between active and inactive users."Company with 201-1000 employeesThis quarter
"For renewals that remain unchanged, Carta reps will simply send out a no-signature invoice to process the renewal. In cases of uplift, reps do have the ability to bring pricing down if it is pushed back on by citing budget restraints and competition"Company with 201-1000 employeesThis quarter
"Carta wanted to increase prices by 3% upon renewal. We have a good relationship with our CSM and were able to just request that they waive it, which they did. "Company with 201-1000 employeesThis year
"Carta will lower renewal uplift caps to 3% from their standard 7-10% range when executive alignment is made between the C-Suite and the sales rep. Reps are more willing/able to get approvals on concessions when C-Suite/VP are introduced to the negotiations."Company with 201-1000 employeesThis year
"For contracts that have pre-existing auto-renewal language, Carta reps have zero flexibility in getting a renewal order form for signature if the scope of work is remaining in the current tier. "Company with 201-1000 employeesThis year
"Implementation fees can be waived completely on new purchases with Carta"Company with 201-1000 employeesThis year
"By referencing a pre-existing discount that had been given in the previous 2 renewal cycles, we positioned getting the same discount as a must-have in order to move forward with the renewal, which Carta provided"Company with 201-1000 employeesThis year
"We successfully secured a 25% discount on our renewal by highlighting the lack of certain product capabilities specific to our location in New Zealand. Carta currently does not offer some of their key features in our region, which was a significant factor in our negotiations."Company with 201-1000 employeesThis year
"We leveraged Carta's inappropriate use of user data from early 2024 and competition from Pulley to get them to waive the contractual 7% uplift on this renewal. "Company with 201-1000 employeesThis year
"Carta proposed a 7% uplift at renewal, which they were within their right to do based on the terms of their legal agreement. We were able to waive this increase by arguing that we shouldn't be subject to automatic increases while we're increasing the number of stakeholders we pay for on the Carta platform. We also indicated that we would seek out an alternative product, Pulley, if the increase went through."Company with 201-1000 employeesThis year
"Carta has a provision in their contracts that prevents the total value of a renewal from being less than the total value of a previous contract. We were able to successfully leverage competition (Pulley) to get Carta to waive this provision and right-size our contract to the current number of stakeholders. "Company with 201-1000 employeesThis year
"The main focus for this deal was to keep the pricing flat YoY given that the shareholder count had not increased. Carta was pushing their standard 7% uplift at the time of renewal. The strategy was to focus on internal alignment with stakeholders to communicate consistent messaging around budget constraints to the rep. Another lever is to lean into the tiered nature of Carta's pricing and to explain that the predictability is one of the main reasons Carta was chosen in the first place. "Company with 201-1000 employeesThis year
"Our renewal was being hit with a 30% increase. Our first round of discussion was able to bring this to the same price as last year. However, we were able to utilize competition and gather quotes from other alternatives which saw success in reducing our pricing by 44% for our 12 month renewal"Company with 201-1000 employeesThis year
"Successfully pushed back on Carta's org wide price increase by leveraging the notification of the increase came too late and that there was no budget for the increase on a 12-month renewal"Company with 201-1000 employeesThis year
"We were moving to the LLC plan and needed to sign quickly. We got an additional 5% discount to do this quickly by end of month. "Company with 201-1000 employeesThis year
"Was able to maintain original pricing model at renewal when new per user pricing was presented. Equating to a 24% savings "Company with 201-1000 employeesThis year
"Our renewal experienced a 7% increase, and Carta was unwilling to eliminate the uplift without a multi-year agreement.
"Company with 201-1000 employeesThis year
"We were hit with a 40% uplift in Year 1 and 70% in year 2. We used competition and executive buy in to push getting pricing down. We had to escalate on Carta's side too. They have moved to a new model and are pricing based on stakeholder headcount. Only signed a one year because we will be evaluating competition as this is too expensive. "Company with 201-1000 employeesThis year
"Pushed back on an uplift by citing scope reductions and a budgeting constraint"Company with 201-1000 employeesThis year
"Carta agreed to waive 7% uplift upon renewal when we leveraged competition."Company with 201-1000 employeesThis year
"Reps will roll over and remove 7% renewal uplift very easily. "Company with 201-1000 employeesThis year
"Use previous email discussions to leverage future discounts if they were agreed upon during the new purchase."Company with 201-1000 employeesThis year
"Push back heavily on Carta's new pricing model, anchor to keep existing legacy pricing in place. Even with 7% uplift legacy pricing is still cheaper than new pricing model."Company with 201-1000 employeesThis year
"Still hit or miss on if Carta is pushing new pricing model at time of renewal. Best outcome right now is to stay on legacy pricing with the 7% uplift implemented from the terms of service. This is a strong outcome right now as the new pricing model is typically a ~15/20% increase on existing pricing."Company with 201-1000 employeesThis year
"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"Company with 201-1000 employeesThis year
"Upon renewal Carta was able to waive their 10% uplift. "Company with 201-1000 employeesThis year
"Carta was able to offer us 50% off from their list price upon our new purchase with them. "Company with 201-1000 employeesThis year
"Pricing model had changed from tier structure, to price per user at $100 - which increase our renewal total by 63% After several push backs, we were able secure $88 per user for 319. true up occurs at the renewal date."Company with 201-1000 employeesThis year
"Carta was willing to decrease their 7% renewal uplift to 3% after we focused on sharing budget restrictions and the significant growth we had with Carta over the last year."Company with 201-1000 employeesThis year
"We were able to eliminate the 7% uplift on our renewal with little pushback, citing our large security holder growth YoY."Company with 201-1000 employeesThis year
"Our rep told us that Carta is no longer allowing new accounts to build custom plans; features are specific to each plan type and accounts must upgrade to the next plan type in full in order to access the features it includes. "Company with 201-1000 employeesThis year
"Carta originally put our pricing up by 7% on renewal, however we were able to get this waived completely on a 12 month term."Company with 201-1000 employeesA while ago
"Carta proposed a 7% uplift at renewal citing yearly elevators in the terms. We leveraged budget and were able to secure a flat renewal for a 12 month agreement along with bi-annual payments."Company with 201-1000 employeesA while ago
"Was able to negotiate a 30% discount per user on Total Comp for an end of quarter signature "Company with 201-1000 employeesA while ago
"Leveraged a competitive quote from Pulley to get price reduction at time of renewal.
"Company with 201-1000 employeesA while ago
"We had a 25% first-year discount on our initial 12 month term, during which time we jumped up several 'tiers' in security holder growth. We secured a 15% one-time discount on our renewal. The long initial setup, which limited our use of the software, helped us secure this reduction."Company with 201-1000 employeesA while ago
"Carta can provide one time discounts from 5% - 10% upon renewal. "Company with 201-1000 employeesA while ago
"At renewal, our number of security holders had grown, necessitating a move to the next pricing tier. This, coupled with the discontinuation of a 20% one-time discount from the previous year, resulted in a significant cost increase. After engaging in multiple rounds of negotiations, Carta's maximum concession was a 10% one-time discount on our renewal. Additionally, they agreed to adjust our security holder pricing tier, reducing the increase to $3,000 for every 100 security holders, as opposed to the current rate of $4,000 for every 100 security holders. As an alternative, Carta proposed semi-annual payment terms, though they made it clear that both options could not be combined. Carta exclusively accepts auto-ACH payment terms for split payments, and security holder adjustments mid-term are applicable in such cases."Company with 201-1000 employeesA while ago
"We were able to secure a flat renewal and an added discount by citing the current market around us, and budget constraints from Finance."Company with 201-1000 employeesA while ago
"Carta pushes 7% uplift at time of renewal but reps have power to knock $500 off."Company with 201-1000 employeesA while ago
"Carta indicated that they are going through a price increase/"correction" for legacy pricing. Standard terms are a 30 day notice of price increases >7%. Be wary."Company with 201-1000 employeesA while ago
"We were able to secure a 5% discount at renewal through voicing product concerns. "Company with 201-1000 employeesA while ago
"We were able to obtain a one-time 10% discount from Carta on our renewal by asking if there were any discounts they could apply to help with the current economic situation. "Company with 201-1000 employeesA while ago
"received a one-time courtesy to waive the 7% price increase "Company with 201-1000 employeesA while ago
"Had 7% uplift waived by highlighting their rapid growth in previous years and asked that they not be dinged as they slow hiring in 2023 climate."Company with 201-1000 employeesA while ago
"We were able to bring down the 7% increase at renewal to flat by leveraging budget constraints and early alignment "Company with 201-1000 employeesA while ago
"We secured a 7% discount by holding firm on pricing request from finance. "Company with 201-1000 employeesA while ago
"Carta will not offer any shorter term than 12 months. "Company with 201-1000 employeesA while ago
"In exchange for processing the renewal quickly Carta was able to waive their standard 7% uplift. "Company with 201-1000 employeesA while ago
"leveraged our growth to eliminate 7% renewal price increase"Company with 201-1000 employeesA while ago
"We were able to auto-renew on legacy pricing for 600 stakeholders with additional 100+ at $3000"Company with 201-1000 employeesA while ago
"Carta was willing to remove the 7% price increase upon request on our renewal by simply requesting it be removed due to internal budget constraints."Company with 201-1000 employeesA while ago
"Carta will impose a small uplift upon renewal but with enough push back they will remove it! Only lever used was budget / economy talk tracks and this removed the 5% uplift. "Company with 201-1000 employeesA while ago
"We were able to get a 22% one time discount added to the renewal (they gave a 20% discount last year) by referencing economies of scale and budget constraints."Company with 201-1000 employeesA while ago
"Upon renewal they tend to propose a 5% uplift. With some simple pushback around budget & economy, the reps seem to be at ease to remove this! "Company with 201-1000 employeesA while ago
"We upgraded our Carta contract from Growth to Scale two months before renewal. At the renewal, our price had increased 200% despite our usage only increasing 50%.
We asked Carta at renewal to help us out with pricing as we had increased our investment into Carta. Our rep told us that there is nothing they can do since we didn't negotiate during the upgrade and we will be forced to pay the 200% increase. We pushed back and requested this be escalated to the executive level or we will be moving to a different supplier at renewal. Once an executive got involved, we were able to get our cost reduced by 56% and future tiers reduce by an additional 25%."Company with 201-1000 employeesA while ago
"We found out that by accepting quarterly billing from Carta, this automatically shifts our account to a quarterly true-up method. This means that our stakeholder count will be pulled every quarter and pricing will increase based on that. This is different from annual, net30 billing where our stakeholder count is locked for the entire 12-month term."Company with 201-1000 employeesA while ago
"We use an outside firm to do our 409a valuation. 409a is a major added benefit of Carta (and one they charge for). Our finance team did not want to pay for 409a twice, so we told Carta we are not willing to pay for it and need 409a removed from our bill. We escalated to a manager level and were able to get it removed and this will reduce pricing $3k-5k/year."Company with 201-1000 employeesA while ago
"Carta has strict security standards, which means that all documentation (security forms, legal terms, invoices) are only able to be downloaded by an admin user. The price is determined by the number of stakeholders at time of renewal in Carta, and has limited to no negotiability, we have only seen them negotiate on the per stakeholder rate if there has either been a large increase in users in the previous term, or, if a large number of stakeholders is expected and the purchasing organization is willing to commit to firm growth tiers. "Company with 201-1000 employeesA while ago
"Two factors go into determining price - annual commitment, and types of background checks run. Annual commitment is the biggest lever - it recommended to commit to the volume that you are running (ie if you are expecting to spend $25,000 in background checks, commit to $25,000) as anything under your expected volume or previous volume will impact the per check cost and result in an increase. We saw large increases coming off a multi-year contract established in Covid and without a rightsizing of the annual commitment up, they were unwilling to work on price improvements. "Company with 1-200 employeesA while ago
"If you plan to grow, it's worth doing annual billing, as Carta facilitates an annual true up instead of a quarterly one, which will save you the cost of users as they're added throughout the year. "Company with 1-200 employeesA while ago
"We had success getting a flat renewal by pointing to our budget constraints and the overall economic environment.
"Company with 1-200 employeesA while ago
"Leverage end of year as a negotiation strategy to improve incentives/discount.
"Company with 1-200 employeesA while ago
"They were able to remove the cost of their 409A evaluation tool with manager approval ($5k value)."Company with 201-1000 employeesA while ago
"If you're evaluating competition, it's worth mentioning since it'll help gain additional incentives in negotiations."Company with 1-200 employeesA while ago
"We learned that Carta reps are able to discount up to 10% -- more than 10% will need manager approval."Company with 1-200 employeesA while ago
"They held firm on keeping the auto-renewal clause in our contract."Company with 201-1000 employeesA while ago
"We were able to lower the price per additional 100 users from $4k to $3k by involving our CFO and demonstrating 2x growth over the next 2 years."Company with 1-200 employeesA while ago
"We highlighted lack of usage, features that were under-used, product issues, etc. as a way to seek out reducing the overall cost."Company with 1-200 employeesA while ago
"They offered us a 10% discount at renewal for agreeing to do a case study."Company with 1-200 employeesA while ago
"Carta has a model that renews by default without the need for signature."Company with 1-200 employeesA while ago
"Our CEO got deeply involved with their marketing and providing references, which helped get us a discount on our contract."Company with 201-1000 employeesA while ago
"We negotiated with consideration for our future growth, building in tiers to accommodate scaling so that we could get discounts as our users increased."Company with 1-200 employeesA while ago
"We leveraged a lower quote from Shareworks to get better pricing."Company with 201-1000 employeesA while ago
"If you've experienced product issues, surface these as leverage for further discounting. We had issues with having to manually fix modifications, and highlighted these are part of the negotiation."Company with 1-200 employeesA while ago
"Unless you're adding new items or making changes to the contract, Carta will not send over an order form for signature."About Vendr
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