Home/Equity Management Software/Carta vs EquityListUpdated on: April 19, 2024

Compare Carta vs EquityList

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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. ..show more

EquityList software is an Equity Management software for Indian Startups. Manage E-signatures and a secure document hub for potential acquistions. The software offers ESOP template documents to set up an ESOP program with legal fees. Measure employees with vesting dates, exercise options, and tools to measure the company workflows. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Palo Alto, California / 650.669.8381

Delhi, India

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

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

Launch
Custom

Standard cap table & ESOP management for seed & pre-seed companies

Features

  • Cap table & ESOP management​
  • Electronic securities​
  • Shareholder portal
  • Scenario modeling
Paid
Custom

Launch + additional compliance & planning features for Series A+ companies

Features

  • Everything in Launch
  • ESOP valuations
  • Investor updates
  • Dedicated onboarding support
CarteX
Custom

Paid + liquidity solutions for maturing companies (coming soon)

Features

  • Everything in Paid
  • Listing on CartaX
  • Regular liquidity
  • Competitive transaction fees
View Price Page
EquityList
Custom

Features

  • ESOP Set Up
  • Cap Table Set Up
  • Cap Table Import
  • ESOP Grant Import
  • ESOP & Cap Table Consultation
  • Issue Options
  • Custom Vesting
  • Grant Letter Generation
  • E-Sign Grants
  • Exercise Requests
  • Value Calculator
  • Tax Estimator
  • Employee Access
  • Cap Table Management
  • Equity Shares
  • Liquidation Preferences
  • Convertible Instruments
  • Investor Access
  • Financing Modeling
  • Exit Modeling
  • Spreadsheet Export
  • Granular Permissions
  • Law Firm Access
  • Secure Data Room
  • Investor Updates
  • Compliance Reports
  • Accounting Exports
View Price Page

SCREENSHOTS

Carta Screenshots
View 1 screenshot(s)
EquityList Screenshots

INTEGRATIONS

  • Zenefits
  • BambooHR
  • Quickbooks
  • Xero
    NA

ALTERNATIVES

Top alternatives to Carta

AngelList Recruit
AngelList Recruit
Pulley
Pulley
Equidam
Equidam
Orchestra
Orchestra
WOWS Cap Table
WOWS Cap Table

Top alternatives to EquityList

Equidam
Equidam
Orchestra
Orchestra
WOWS Cap Table
WOWS Cap Table
Global Shares
Global Shares
OptionTrax
OptionTrax