Carta

Refund Rules

Carta typically operates on annual contracts with no mid-cycle refunds for unused capacity or early cancellation. Refunds are generally limited to billing errors or service failures. Stakeholder count reductions don't automatically trigger pro-rated refunds. Some flexibility may exist for plan downgrades at renewal periods, but mid-contract changes usually don't result in credits.

Credit Policies

Limited credit policies. May offer service credits for significant platform downtime or data integrity issues. No standard credits for unused stakeholder capacity or underutilized features. 409A valuation delays may result in credits or make-goods. Credits are typically applied to future invoices rather than cash refunds.

Contractual Terms

Annual contracts with 30-60 day cancellation notice required. Auto-renewal clauses standard. Price increases typically capped at 5-10% annually with 60-90 day notice. Plan changes usually effective at renewal periods. Stakeholder count overages may trigger automatic tier upgrades with immediate billing impact. API access may require Scale tier commitment.

Integration Complexity

Technical Notes

OAuth 2.0 authentication with company-specific API keys. Rate limits around 1000 requests/hour. API access restricted to Scale tier ($30k+) which limits integration feasibility for smaller customers. Requires sensitive cap table permissions. Webhook support limited. Some endpoints return paginated results. High data sensitivity requires secure handling and potential legal review for data access.