How do I cancel Carta?
Cancel Carta by completing and submitting Carta's offboarding form at least 15 days before renewal, working with company administrators and Carta through the transition. Cancellation is finalized only after the form is submitted and takes effect at the end of the subscription term. Carta fees are nonrefundable except as the agreement otherwise states.
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Equity management platform for cap tables, securities issuance, 409A valuations and shareholder workflows. This guide covers every place the subscription can live - the website and team plans - plus what happens to refunds, pausing and your data afterwards.
Step-by-step instructions
Carta documents cancellation through an offboarding form, not a self-serve Cancel button.
Carta subscriptions automatically renew for one-year periods unless either party gives written notice of non-renewal at least 15 days before the then-current term ends.
Open Carta's official cancel article and complete the offboarding form at least 15 days before renewal. Cancellation is finalized only after that form is submitted.
Carta says it works with company administrators through the transition. The form is required because Carta is a transfer agent and needs specific offboarding details.
Carta warns that failure to submit the form may result in continued charges while the account remains active. Cancellation takes effect at the end of the current billing cycle or subscription term.
If the offboarding form is not submitted, Carta says charges may continue while the account stays active.
Carta documents working with company administrators. Individual stakeholder logins do not cancel the company subscription.
Thirty days after termination, or if the account is 30 or more days past due, Carta has no obligation to maintain or produce Customer Data.
Tick a step to keep your place - nothing is stored. Tap a step to tick it off - nothing is stored.
Cancellation message
Carta requires 15 days notice - paste this into your cancellation request.
Hello,
I am a company administrator for the Carta account billed to [your account email] ([your plan name]).
Please treat this as written notice that we do not want the subscription to renew. We will complete and submit the offboarding form at least 15 days before renewal, with an intended end date on or around [desired end date].
Please confirm that the offboarding form has been received and that the subscription will not renew.
Thank you,
[your full name]
Everything you type stays in your browser - nothing is stored or sent anywhere.
Not cancelling today? Put it in your calendar.
Tell us when Carta renews and download a calendar reminder that lands 17 days before, with this guide and the direct cancellation page inside. Nothing is stored - the file is yours.
Carta requires 15 days notice - your reminder will land 17 days before the renewal date you enter. Carta advises submitting the offboarding form at least 15 days before renewal. The Master Subscription Agreement also requires written notice of non-renewal at least 15 days before the then-current Subscription Term ends.
Refunds, downgrades, pausing and your data
Four questions people ask before they cancelThe Master Subscription Agreement says Fees are nonrefundable except as otherwise set forth in that agreement. The Subscription Payment Terms say one-time purchases cannot be canceled or refunded, and you can cancel only future charges. Cancellations become effective at the end of the current billing cycle or specified Subscription Term.
Paid packages are Build, Grow and Scale. Pricing is per stakeholder with a minimum annual fee. Carta Launch is a separate free tier for eligible early-stage companies. The public pages do not document a self-serve downgrade button.
No subscription pause option is documented in the cancel article, Master Subscription Agreement or Subscription Payment Terms.
Thirty days after the effective termination date, or if the account is 30 or more days past due, Carta has no obligation to maintain or produce Customer Data. Export needed records before the subscription ends.
Frequently asked questions
How do I cancel Carta?
Complete and submit Carta's offboarding form at least 15 days before renewal. Cancellation is finalized only after that form is submitted.
What happens if I miss the form?
Carta says failure to submit may result in continued charges while the account remains active.
When does cancellation take effect?
At the end of the current billing cycle or specified Subscription Term. The Master Subscription Agreement also requires written non-renewal notice at least 15 days before the term expires.
Are Carta fees refundable?
Normally no. Fees are nonrefundable except as otherwise set forth in the agreement. One-time purchases cannot be refunded.
Is there a free Carta plan after I leave a paid package?
Carta Launch is free only for companies with under 25 stakeholders and less than $1 million raised. Eligibility after leaving a paid package is not separately documented.
What happens to cap-table data after cancellation?
Carta has no obligation to keep Customer Data 30 days after termination. Export first.
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Manually verified on 17 Aug 2026, based on official documentation. If Carta changed something, telling us takes one click - a human re-checks every report.