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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 
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73% 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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| 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 | Capshare is an extensive cap table management system designed to help businesses, shareholders, and lawyers to manage and monitor their cap and equity with utmost ease and comfort. It assists you in transitioning away from spreadsheets and physical work and toward a more time-saving, productive, and streamlined method of managing and analyzing stock equity, dilution, and ownership percentages. With Capshare, you can issue stocks and manage all of your equity in one location without getting mired down in spreadsheets and paperwork. You can monitor your asset plan with a system that expands with your firm from inception to IPO and beyond and can future-proof your equity strategy. With its cap table management system, it keeps everyone on the same page to assist you in making smart decisions about raising money models and comparing future rounds. Users can easily manage shareholders by keeping track of vesting timelines, terminating option holders, granting view access to holdings, and signing equity awards online. Capshare further assists the user in meeting the criteria of ISO 100k, 83b elections, and ASC 718 limitations. Read more |
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| 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
|
73% 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
|
| Total Features |
10 Features
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0 Features
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| Common Features for All |
Audit Trail
Cap Table Management
Compliance and Regulatory Reporting
Document Management
Equity Grant Management
Global Equity Management
Option Exercise Tracking
Scenario Modeling
Self Service Portal
Valuation Support
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Audit Trail
Cap Table Management
Compliance and Regulatory Reporting
Document Management
Equity Grant Management
Global Equity Management
Option Exercise Tracking
Scenario Modeling
Self Service Portal
Valuation Support
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| User Rating |
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| Rating Distribution |
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| 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 |
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| 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. |
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| Read All User Reviews |
AI-Generated from the text of User Reviews
| Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Launch Custom Paid Custom CarteX Custom |
LITE Free PRO $3.00 $3.00 per month |
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| Company Details | Located in: Palo Alto, California | Located in: Sandy, Utah |
| Contact Details |
650.669.8381 |
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