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Equity Management Software

4.4 290 user ratings

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Overview

Description Capdesk is a user-friendly private equity management solution that helps companies to streamline their equity plans. It also allows easy reporting of all the finances to the respective financial authorities. Owing to its flexibility, the service is suitable for early stage, high growth, and even crowdfunded ventures. It aids in saving legal fees and be fully compliant to the standards set by the financial institutions of your province or country. Growth companies can plan and manage ESOPS (Employee Stock Option Plans) with ease and minimise on common mistakes. Capdesk has the capability to handle a lot of shareholders and offers adequate investor relation tools, both of which are essential for crowd-funded and venture backed companies. Most CFOs spend time in creating these documents and spreadsheets which can completely be replaced with Capdesk’s advanced capabilities over traditional methods of doing the same task. It reduces manual work to a large extent and helps you with simple one-click solutions. Read more Carta is an equity management software that helps the users to efficiently and conveniently manage their companies valuations, cap tables, investments and equity plans. The software acts as the source of truth for the user’s companies equity. It provides audit-ready, fast and cost-effective valuations. Carta offers liquidity to the user’s companies by running tender-offers, one-off transactions, and stock buybacks. It is an SEC-registered platform that acts as a transfer agent. It allows users to issue electronics security to those stakeholders who are ready to use Carta. The software allows users to do sensitivity and breakpoint analysis along with dilution and payout modelling. Users can perform full-service fund accounting and even view their real-time financials. This helps the users to make better financial decisions that will benefit them in the long run. The software’s portfolio dashboard helps the users to track their performance. Further, the experienced team members of the software provide accurate and on-time valuations to the users. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $64.99. Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Carta Offers Custom plan.
SW Score & Breakdown

Technical Details

Organization Types Supported
  • Large Enterprises
  • Medium Business
  • Small Business
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
Modes of Support
  • Online
  • Online
API Support
  • Available
  • NA

Reviews & Ratings

User Rating
4.7/5 28 user ratings
4.4/5 290 user ratings
Ratings Distribution
  • Excellent

    83.9%
  • Very Good

    12.9%
  • Average

    0%
  • Poor

    0%
  • Terrible

    3.2%
  • Excellent

    58%
  • Very Good

    33.4%
  • Average

    1.7%
  • Poor

    1%
  • Terrible

    5.8%
Review Summary
Not Available

Carta is generally well-received by users, earning praise for its user-friendly interface, comprehensive features for managing equity, and strong customer support. Many users highlight the platform's ease of use, even for those with limited financial knowledge, and appreciate the ability to track and manage cap tables, investments, and shareholder communications efficiently. Carta is also lauded for its robust security measures and regular updates that introduce new features and improvements. However, some users have encountered occasional technical glitches and expressed concerns about the platform's pricing, which they deem suitable for larger organizations but less accessible to startups and small businesses.

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AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Starts at $64.99. Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Carta Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Holding Free

Starter $64.99 $64.99 per month

Corporate $129.98 $129.98 per month

Enterprise Custom

Launch Custom

Paid Custom

CarteX Custom

 
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

Screenshots Capdesk screenshot
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Understanding the Forfeiture Rate Report
Videos
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Video Thumbnail
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Vendor information

Company Details Located in: London, United Kingdom - EC2A 2EX Located in: Palo Alto, California
Contact Details

+44 7460 086253

https://www.capdesk.com/

650.669.8381

https://carta.com/

Social Media Handles

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