Switching from Carta

Carta's renewal hurt? We'll do the move for you.

Carta is fine software. It's also priced for a growth-stage US C-corp with VCs and fund admin in the same ecosystem. If that isn't you, or you'd rather have your cap table next to a real corporate records layer, switching is straightforward. We'll do the migration for free, plus 50% off your first 3 months on any paid monthly tier. Use code CARTA2OCT. Switch to annual billing whenever (it saves ~15%); the discount applies on monthly billing for the first 3 months.

Start with code CARTA2OCT See how migration works
No credit card needed. Migration assistance is free regardless of which tier you end up on.
What you get
Free white-glove migration

We import your share classes, shareholders, SAFEs, options, and certificates from your Carta export. You don't reformat anything.

50% off for 3 months

Pick Starter, Growth, or Scale on monthly billing. Half off your first three months. Move to annual any time at standard pricing.

Run both in parallel

Don't cancel Carta until you've validated the new record. We expect a 30 to 90 day overlap.

Why people leave Carta

The four reasons we hear most often.

Carta isn't a bad product. It's a particular bet: serve founders, VCs, and law firms in one ecosystem, and bundle adjacent services (409A, fund admin, equity plans) as you scale. For a Series A+ Delaware C-corp where everyone in the room is already on Carta, that bet pays off. For everyone else, the trade-offs add up.

What pushes founders out
  • "Renewal came back at 3x what we paid last year."

    Carta's growth-tier pricing escalates fast. For mid-stage companies, the all-in cost (cap table + 409A + add-ons) lands in the high four to five figures annually.

  • "It's overkill for where we are."

    If you have a few shareholders, a handful of SAFEs, and one option pool, you're paying for surface you don't use. Octelligence Growth at $59/mo covers the cap-table workflow you actually run.

  • "We're Canadian or cross-border."

    Carta is US-first. Octelligence is built for Canadian + US + UK from day one, with deep statutory automation in 41 jurisdictions including all 10 Canadian provinces and 29 US states.

  • "Our minute book still lives on Google Drive."

    Carta is cap-table-only. Your corporate record (resolutions, registers, certificates that match your articles) is somewhere else. We bring both into one platform.

The migration

Four steps. 7 to 14 days, typically.

Carta exports are mature, which makes the data side relatively easy. The harder piece is reconstructing the record around the cap table.

1. Export from Carta

Use Carta's stakeholder, securities, and transaction exports. Send us the files, encrypted at rest, processed by named humans only.

2. We rebuild the cap table

Share classes, shareholders, SAFEs (cap, discount, MFN), options (vesting, exercise), and warrants come across as typed objects, tied to the share register.

3. We add the records layer

Articles, bylaws, board resolutions, transfer agreements, anything Carta didn't store, lands in the structured minute book, linked to the events they authorized.

4. You validate, then cut over

You review the Octelligence cap table against Carta. When the numbers reconcile, you make Octelligence the source of truth. Keep Carta active during parallel run.

Day one in Octelligence

What you keep, what you gain, what you don't.

Octelligence covers the cap-table work most companies do in Carta, plus the records work most companies do somewhere else. There are a few Carta features we don't ship; if those are core to your workflow, it's better to know up front.

Full Carta comparison
What changes on day one
  • You keep

    Cap table with SAFE/option/warrant handling, scenarios, batch SAFE conversion, public share links with audit, stakeholder views.

  • You gain

    Structured minute book, QR-verified certificates with public verification, multi-jurisdiction depth (US/CA/UK), audit-ready exports.

  • You don't get

    409A valuations and fund administration. If those are bundled into your decision, keep Carta for those pieces or use a third-party 409A provider.

Pricing for switchers

Most Carta switchers land on Growth, monthly.

The switcher discount applies on monthly billing. Code CARTA2OCT applies to any paid monthly tier. The math typically beats your Carta renewal by 60 to 90 percent.

Free

$0

For one corporation. Use this to validate the migration in parallel with your active Carta account.

Starter monthly

$19/mo

Records + cap table view + QR certificates. Right if you're early and don't yet have SAFEs or options. $9.50/mo for first 3 months with CARTA2OCT.

Growth common monthly

$69/mo

Adds SAFE notes, options, warrants, A/B scenarios, public share links. The typical Carta-replacement tier. $34.50/mo for first 3 months with CARTA2OCT.

Scale monthly

$149/mo

Up to 25 corporations on one organization. Right for funded groups or holdco structures. $74.50/mo for first 3 months with CARTA2OCT.

Prices shown are monthly billing in USD. After month 3, monthly rates return to standard. Switch to annual any time at standard pricing (~15% savings) on the pricing page.

FAQ

Switching from Carta, common questions

Yes. Carta's SAFE and option exports include the fields we need: cap, discount, MFN, conversion terms, grant date, vesting schedule, exercise events. We reconstitute each as a typed object in Octelligence. The cap-table view on day one matches Carta to the cent; that's the validation gate before cutover.

Octelligence does not issue 409A valuations. If 409A is a hard requirement bundled into your decision, you have two options: keep Carta active just for 409A (the cheapest Carta tier covers this), or use a standalone 409A provider (e.g., Eqvista, Aranca, Equidam) alongside Octelligence. Many companies decouple the two; the standalone provider is usually cheaper than the bundled Carta upgrade.

For a standard cap table (single share class plus options plus a few SAFEs), 7 to 10 business days from export to validated cutover. Cap tables with multiple classes, secondaries, or complex conversion history take 2 to 3 weeks. We quote on a call before starting.

Not directly. Investors hold the equity, not the platform. The friction is usually the Carta-native investor portal experience; we replicate that with public share links + access audit. If your VCs have strong opinions, talk to them before switching; some prefer the company to keep Carta even if you also use Octelligence for records. Running both is a legitimate setup.

It applies 50% off your first 3 months on monthly billing of any paid tier (Starter, Growth, or Scale). Code is applied at checkout or when you upgrade from Free. After month 3, monthly billing returns to standard rates ($19/$69/$149) and you can switch to annual any time for ~15% savings off list. One use per organization.

Free. Standard Carta exports take us a known amount of time, and we'd rather invest a few hours than have you stall on data. If your structure is unusual (50+ stakeholders, multiple share classes, secondary transactions), we'll let you know on the intake call whether the standard offer covers it.
Ready to make the switch?

Sign up free, send us your Carta export, and we'll have your structured record up in days. Use code CARTA2OCT at monthly checkout for 50% off your first 3 months.

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