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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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76% 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 | Captable.io is a robust equity management solution used by startups to store precise records and plan financial actions. Founders get access to convertible security, quick guided creation, easy collaboration, effortless sharing, options calculators, sturdy round and exit modeling features within the same. Users can generate unlimited cap tables by following a guided process. From making plans for their startups, capturing founders and early employee ownership to negotiating investments Captable.io can be used for all. Users can even streamline common stock option workflows besides monitoring and recording strike prices, grant amounts, start dates and vesting schedules. Updated third-party 409A valuation ensures safe grant stock options. By plugging-in various valuations and investment options, users can evaluate the impacts of different scenarios on ownership and plan their model future investment. Specially designed for founders, Captable.io is a facile and fast management tool that helps in understanding Convertible Notes, Liquidation Preferences as well as Collaboration and sharing. 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
|
76% 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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| 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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| Pros & Cons |
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| Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
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Launch Custom Paid Custom CarteX Custom |
Standard Free Diligence $160.00 $160.00 per month Services Firms Custom Investors Custom |
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| Company Details | Located in: Palo Alto, California | Located in: San Francisco, California |
| Contact Details |
650.669.8381 |
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What are the key features of Carta?
What are the key features of Captable.io?
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What are the alternatives to Captable.io?
Which product is better for managing large-scale equity portfolios?
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