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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Carta logo
Equity Management Software

1.8 17 user ratings

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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description 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 Astrella software is a cloud-based self-service management tool for private company shareholder and employee stock plan data through a blockchain-enabled platform. The software offers Artificial Intelligence (AI) to streamlines administrative processes. It is a secure platform with automated transition from private to public company. Entrepreneurs, Small, Medium and Large companies make use of the software. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Starts at $5.00.
SW Score & Breakdown

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    70%
  • Momentum
    66%
  • Popularity
    70%

77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%
  • Reviews
    60%
  • Momentum
    69%
  • Popularity
    67%

Features

Total Features
10 Features
0 Features
Common Features for All
    Audit Trail A record of changes made in chronological order of a user or activity
    Cap Table Management Monitors ownership structures, shareholder details, and equity distributions.
    Compliance and Regulatory Reporting Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.
    Document Management Ability to store and manage various information and documents in electronic format.
    Equity Grant Management Administers and oversees stock options, RSUs, and other equity instruments with precision and efficiency.
    Global Equity Management Provides seamless support for multiple jurisdictions and ensures compliance with tax regulations.
    Option Exercise Tracking Monitors and manages employee stock option exercises with precision and efficiency.
    Scenario Modeling Simulates "what-if" scenarios to predict the potential outcomes
    Self Service Portal Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions
    Valuation Support Offers 409A valuations directly or seamlessly integrates with trusted valuation providers.
  • + 7 More - Show Less
    • Audit Trail A record of changes made in chronological order of a user or activity
      Cap Table Management Monitors ownership structures, shareholder details, and equity distributions.
      Compliance and Regulatory Reporting Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.
      Document Management Ability to store and manage various information and documents in electronic format.
      Equity Grant Management Administers and oversees stock options, RSUs, and other equity instruments with precision and efficiency.
      Global Equity Management Provides seamless support for multiple jurisdictions and ensures compliance with tax regulations.
      Option Exercise Tracking Monitors and manages employee stock option exercises with precision and efficiency.
      Scenario Modeling Simulates "what-if" scenarios to predict the potential outcomes
      Self Service Portal Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions
      Valuation Support Offers 409A valuations directly or seamlessly integrates with trusted valuation providers.

    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
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Online
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    1.8/5 17 user ratings
    Not Available
    Rating Distribution
    • Excellent

      11.8%
    • Very Good

      5.9%
    • Average

      5.9%
    • Poor

      5.9%
    • Terrible

      70.6%
    Not Available
    User Sentiments

      User-friendly Interface, Comprehensive Cap Table Management, Efficient Equity Management, Helpful Customer Support

      High Pricing, Confusing User Interface, Lack of Robust Reporting Functionality, Tedious Onboarding Process

      Not Available
    Review Summary

    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.

    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Not Available
    • Starts at $5.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Launch Custom

    Paid Custom

    CarteX Custom

    Astrella $5.00 $5.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Understanding the Forfeiture Rate Report Not Available
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    Vendor information

    Company Details Located in: Palo Alto, California Located in: Menlo Park, CA Founded in: 2019
    Contact Details

    650.669.8381

    https://carta.com/

    833-783-5528

    https://astrella.com/

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