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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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Equity Management Software

1.8 17 user ratings

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80% 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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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 Qapita is a Singapore-based fintech company that provides capitalization table and ESOP administration software. Qapita's mission is to change the way equity is handled and traded in the region's private capital markets. The platform developed by Qapita aims to streamline the equity management process for startups, including workflows for CapTables, ESOPs, due diligence, and transactions. Through structured liquidity programs and secondary trades, Qapita's market place solution aims to provide liquidity to ESOP holders and shareholders. Qapita's digital platform aims to automate all equity-related operations in private markets. Three experienced co founders, each with over twenty years of experience in investment banking, corporate venture capital, and the technology industry, created the firm. Qapita focuses on startups and now serves clients in Indonesia, Singapore, and India. Its software platform assists private enterprises in digitizing and managing cap tables, doing due diligence, and issuing equity to employees. Its purpose is to make it easier to issue shares in the Indian and Southeast Asian startup ecosystems, resulting in more liquidity and reinvestment. Qapita presently services over 100 businesses, and the new money will be used to expand the company's capabilities and form collaborations with service providers such as legal, accounting, and company secretarial organizations. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Starts at $40.00. Offers Free-forever and 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%

80% 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
    72%
  • Popularity
    70%

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
    • Online
    • 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

      User-friendly interface, Comprehensive ESOP management, Excellent customer support, Informative employee dashboard

      Limited customization options, Lack of detailed onboarding guidance, Occasional bugs on the platform, Absence of a mobile application

    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.

    User reviews of Qapita highlight its effectiveness as a user-friendly platform for ESOP and cap table management. Users praise its intuitive interface, detailed reporting capabilities, and comprehensive features, particularly the valuation slider and employee dashboard. They also appreciate the responsive and knowledgeable customer support. However, some users suggest the need for more detailed explainers, better documentation management, and a mobile app for enhanced accessibility. Overall, Qapita is lauded for its ability to streamline ESOP processes, increase transparency for employees, and simplify communication with investors.

      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
    • Starts at $40.00. Offers Free-forever and Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Launch Custom

    Paid Custom

    CarteX Custom

    Basic Free

    Starter $40.00 $59.00 per month

    Growth $125.00 $150.00 per month

    Enterprise Custom

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Understanding the Forfeiture Rate Report Cap Table
    + 2 More
    Videos Video Thumbnail
    + 1 More
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    Vendor information

    Company Details Located in: Palo Alto, California Located in: Singapore, Singapore Founded in: 2019
    Contact Details

    650.669.8381

    https://carta.com/

    +65 6681 6768

    https://qapitacorp.com/

    Social Media Handles

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