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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

Carta logo
Equity Management Software

1.8 17 user ratings

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77% 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

Global Shares logo
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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 Global Shares manages employee stock plans for some of the world’s most exciting startups, tech unicorns and enterprise brands. Our mission is to help companies of all sizes harness the power of employee ownership. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Custom plan.
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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    70%
  • Momentum
    64%
  • Popularity
    69%

77% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%
  • Reviews
    60%
  • Momentum
    68%
  • Popularity
    67%

Features

Total Features
10 Features
0 Features
Common Features for All
    Audit Trail A record of changes made in chronological order of a user or activity
    Cap Table Management Monitors ownership structures, shareholder details, and equity distributions.
    Compliance and Regulatory Reporting Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.
    Document Management Ability to store and manage various information and documents in electronic format.
    Equity Grant Management Administers and oversees stock options, RSUs, and other equity instruments with precision and efficiency.
    Global Equity Management Provides seamless support for multiple jurisdictions and ensures compliance with tax regulations.
    Option Exercise Tracking Monitors and manages employee stock option exercises with precision and efficiency.
    Scenario Modeling Simulates "what-if" scenarios to predict the potential outcomes
    Self Service Portal Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions
    Valuation Support Offers 409A valuations directly or seamlessly integrates with trusted valuation providers.
  • + 7 More - Show Less
    • Audit Trail A record of changes made in chronological order of a user or activity
      Cap Table Management Monitors ownership structures, shareholder details, and equity distributions.
      Compliance and Regulatory Reporting Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.
      Document Management Ability to store and manage various information and documents in electronic format.
      Equity Grant Management Administers and oversees stock options, RSUs, and other equity instruments with precision and efficiency.
      Global Equity Management Provides seamless support for multiple jurisdictions and ensures compliance with tax regulations.
      Option Exercise Tracking Monitors and manages employee stock option exercises with precision and efficiency.
      Scenario Modeling Simulates "what-if" scenarios to predict the potential outcomes
      Self Service Portal Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions
      Valuation Support Offers 409A valuations directly or seamlessly integrates with trusted valuation providers.

    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
    • Business Hours
    • Online
    • Business Hours
    • Online

    Reviews & Ratings

    User Rating
    1.8/5 17 user ratings
    Not Available
    Rating Distribution
    • Excellent

      11.8%
    • Very Good

      5.9%
    • Average

      5.9%
    • Poor

      5.9%
    • Terrible

      70.6%
    Not Available
    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

      Easy to Use Interface, Excellent Customer Support, Seamless Onboarding Process, Comprehensive Cap Table Management

      Limited Advanced Features, Occasional Bugs in New Features, Time Zone Differences, Lack of Waterfall Modeling

    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.

    Global Shares is praised by users for its ease of use and effectiveness in managing cap tables, streamlining equity management, and replacing cumbersome spreadsheets. Users consistently highlight the exceptional onboarding experience, with the dedicated team proving responsive, knowledgeable, and helpful. While the platform is considered a valuable solution for startups, some users note that it may lack certain advanced features compared to competitors. Additionally, a few users mention minor technical issues, though these are typically addressed promptly.

    Pros & Cons
    • User-friendly interface
    • Comprehensive equity management features
    • Strong customer support
    • Robust security measures
    • Regular updates with new features
    • Occasional technical glitches
    • Pricing may not be accessible for startups and small businesses
    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Not Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Launch Custom

    Paid Custom

    CarteX Custom

    Global Shares Custom

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

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    Vendor information

    Company Details Located in: Palo Alto, California Located in: Clonakilty, Ireland Founded in: 2005
    Contact Details

    650.669.8381

    https://carta.com/

    +353 768 888 002

    https://www.globalshares.com/

    Social Media Handles

    FAQs

    What are the key differences between Carta and Global Shares?

    Carta focuses on equity management for companies of all sizes, while Global Shares specializes in employee stock plans for startups and tech unicorns.

    What are the alternatives to Carta?

    The top alternatives to Carta are Diligent Equity, 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 Global Shares?

    Global Shares offers employee stock plan management, including share issuance, vesting, and tax compliance.

    How does the customer support of Carta compare to Global Shares?

    Both Carta and Global Shares offer dedicated customer support, but Carta has a wider range of support channels, including phone, email, and chat.

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