Carta

Carta streamlines equity management, offering a comprehensive platform for cap table management, 409A valuations, and equity plan administration. With powerful reporting and compliance features, it’s trusted by startups and investors worldwide for accurate equity tracking and financial reporting.

How to reduce the cost of a Carta subscription

 i – Tricks are what we like to call direct ways to reduce your subscription costs.

• We haven’t found any current tricks to reduce your subscription  

How to implement a Workaround to reduce subscription for Carta

 i – A workaround is using another tool to reduce your subscription.

• We haven’t found any current workarounds to reduce your subscription  

Additional workarounds to try to reduce subscription costs:

Integrations with Free/Freemium Tools

Explore free or freemium tools like Zapier to automate tasks that might require additional licenses (e.g., basic data cleansing). Consider integrating with freemium tools like Slack for internal team usage

How to reduce Carta via bundling

 i – Use one tool to get a discount on another tool.

• We haven’t found any current bundles to reduce your subscription

Negotiate with Support. Customer support details of Carta

 i – Speak with the Carta support team and ask for a discount.

Carta’s support email – [email protected]  , 1-833-403-5468

Discuss Usage Patterns: Contact support and discuss your current usage patterns. They might offer discounts based on your specific needs and historical data.

Negotiate Renewal Rates: Before your subscription renews, negotiate renewal rates with support. Loyalty and commitment to the platform can sometimes lead to better pricing.

Use this for help: Customer support list or google

How to switch to subscription type for Carta

 i – Switching to a longer-term contract or changing subscription type is a good way to save.

• We haven’t found any current subscription types to reduce your subscription

Annual Subscriptions

Switching to annual subscriptions often comes with a discount compared to monthly billing.

Switch to Alternative for Carta

 i – Here is a list of similar products that are similar you can switch to for savings.

• Eqvista: Eqvista provides robust cap table management solutions, along with equity issuance and compliance tracking for companies of all sizes. Eqvista Website
• Shareworks by Morgan Stanley: Shareworks offers comprehensive equity management solutions for private and public companies, including cap table management and financial reporting. Shareworks Website

Open-Source Solutions: Depending on your needs, explore open-source solutions that might offer similar functionalities at a lower cost. When searching try “Opensource for x” to find applicable tools.