Home/Compare/Carta vs Captable.io
Updated on: November 29, 2020

Carta vs Captable.io

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Overview

Summary

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 an equity management solution for startups, which offers tools for creating, collaborating on, and sharing cap tables, convertible instrument and option calculators, and round and exit models. When planning around, or reviewing a term sheet, it’s important to understand the terms of the deal and its potential impact on existing shareholders. There’s a reason you work at a startup, and it’s not because you love admin tasks. Captable.io saves you time so you can get back to work on building your company. ..read more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Palo Alto, California / 650.669.8381

San Francisco, California

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

FREE
Free

Features

  • Accept securities
  • Basic portfolio dashboard
  • Portfolio company cap tables
  • Safekeeping
BASIC
Custom

Features

  • ASC 820 valuations
  • Cap table data collection
  • Scenario modeling
  • Premium portfolio dashboard
PREMIUM
Custom

Features

  • Fund administration service
  • Real-time deal IRR
  • LP portal
  • Scenario modeling
View Price Page
Standard
Free

Features

  • Shareholders: Unlimited
  • Securities: Unlimited
  • Team seats: Unlimited
  • Document storage: Unlimited
  • Full metadata export in portable data formats
  • Single source of truth cap table
  • Certificate-free and digital stock certificate issuance
  • Equity plan management
  • Safe & convertible instrument management
  • Financial transactions
  • Financing round modeling
  • Exit modeling with waterfall analysis
  • Convertible instrument calculator
  • Equity plan vesting, exercise & balance analytics
  • Audit log history: 100
  • Self-service portal with real-time holdings
  • Self-service record update
  • Granular access and permission control
  • Investor updates (Add-On)
  • Security registration exemption tracking
  • Automatic error audits
  • Fast409A (Add-on)
  • ASC 718 stock-based compensation expense report (Add-on)
  • Self-service support with Knowledge Base
Diligence
$160 /Month

Seed to Series A: $160/ mo

Series B: $280/ mo

Series C+: Custom

Features

  • Shareholders: Unlimited
  • Securities: Unlimited
  • Team seats: Unlimited
  • Document storage: Unlimited
  • Full metadata export in portable data formats
  • Single source of truth cap table
  • Certificate-free and digital stock certificate issuance
  • Equity plan management
  • Safe & convertible instrument management
  • Financial transactions
  • Financing round modeling
  • Exit modeling with waterfall analysis
  • Convertible instrument calculator
  • Equity plan vesting, exercise & balance analytics
  • Advanced reporting
  • Audit log history
  • Audit log history: Unlimited
  • Self-service portal with real-time holdings
  • Self-service record update
  • Granular access and permission control
  • Investor updates (Add-On)
  • Security registration exemption tracking
  • Automatic error audits
  • Rule 701 analysis
  • Fast409A (Add-on)
  • ASC 718 stock-based compensation expense report (Add-on)
  • Self-service support with Knowledge Base
  • Cap table migration & setup
  • Close collaboration with legal and finance
  • Guaranteed support
Services Firms
Custom

Features

  • Bulk cap table import and migration
  • Firm and client dashboard
  • Team-based access control
  • In-person training
  • Clients: Unlimited
  • Cap tables: Unlimited
  • Team seats: Unlimited
Investors
Custom

Features

  • Real time cap table data
  • Bulk cap table import and migration
  • Accept digital securities
  • Portfolio dashboard
  • Fundraising and exit modeling
  • Founder education and talks
  • Fund administration service (Add-on)
  • Portfolio companies: Unlimited
  • Cap tables: Unlimited
  • Team seats: Unlimited
View Price Page

SCREENSHOTS

Carta Screenshots
View 1 screenshot(s)
Captable.io Screenshots
View 1 screenshot(s)

INTEGRATIONS

  • Zenefits
  • BambooHR
  • Quickbooks
  • Xero
    NA

ALTERNATIVES

Top alternatives to Carta

Captable.io
EquityList
Vestd
EquityEffect
Capshare

Top alternatives to Captable.io

Carta
Capshare
EquityList
Vestd
EquityEffect