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Equity Management Software

4.4 290 user ratings

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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 Cake Equity is an equity management software that aids in the growth of a business, rewards employees, and removes the trouble. 3000+ enterprises across the world trust this software. The programme seeks to help businesses reach their full potential and chart a course for expansion. Cake Stock's cloud-based cap table handles everything starting from signature to computations, and it includes built-in contractual contracts for keeping track of one's equity. It aids in money management and earning. It also makes it simple to inspire and honour a team for their efforts by just issuing options and leaving the rest to the system, including offer letters, legal documentation, exercise regulations, upgrades, and automatic vesting. It is set up in such a manner that all records are kept in one location, preventing ping-ponging between different variants of the same document. Furthermore, the software is fully compliant because it provides all necessary information to investors, workers, and authorities. Read more
Pricing Options
  • Free Trial Not Available
  • Carta Offers Custom plan.
  • Free Trial Not Available
  • Starts at $40.0. 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
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
Modes of Support
  • Online
  • Online

Reviews & Ratings

User Rating
4.4/5 290 user ratings
5/5 1 user ratings
Ratings Distribution
  • Excellent

    58%
  • Very Good

    33.4%
  • Average

    1.7%
  • Poor

    1%
  • Terrible

    5.8%
  • Excellent

    100%
  • Very Good

    0%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
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
Pros & Cons
  • User-friendly interface
  • Comprehensive equity management features
  • Strong customer support
  • Robust security measures
  • Regular updates with new features and improvements
  • Occasional technical glitches
  • Pricing may not be accessible for startups and small businesses
  • Cloud-based cap table management
  • Built-in contractual contracts for equity tracking
  • Simplified equity issuance and management
  • Automatic vesting and exercise regulations
  • Full compliance with regulatory requirements
  • No information available
  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Carta Offers Custom plan.
  • Free Trial Not Available
  • Starts at $40.0. Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Launch Custom

Paid Custom

CarteX Custom

Starter $40.00 $44.00 per month

Growth $80.00 $88.00 per month

Growth incl 409A $184.00 $184.00 per month

Pro Custom

 
View Detailed Pricing
View Detailed Pricing

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: Palm Beach, Australia Founded in: 2018
Contact Details

650.669.8381

https://carta.com/

Not available

https://cakeequity.com/us

Social Media Handles

FAQs

What are the key differences between Carta and Cake Equity?

Carta is an SEC-registered platform that acts as a transfer agent, while Cake Equity is a cloud-based cap table that handles everything from signature to computations.

What are the alternatives to Carta?

The top alternatives to Carta are Diligent Equity (formerly EquityEffect), WOWS Cap Table, Cake Equity, EquityList, and Capboard.

Which SaaS products can Carta integrate with?

Carta integrates with Zenefits, BambooHR, Quickbooks, and Xero.

What are the key features of Cake Equity?

Cake Equity's key features include cloud-based cap table management, built-in contractual contracts, and automated vesting.

What are the alternatives to Cake Equity?

The top alternatives to Cake Equity are Carta, Capboard, EquityList, trica equity, and Capdesk.

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