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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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86% 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 Shoobx is a business plan software that automates workflows that parse and use company data for use in process management, document preparation, and reporting across all sectors of the business, removing costly operational inefficiencies. It also helps to facilitate collaboration with all key stakeholders and to be investor-ready on a daily basis. This straightforward, secure, expert-built proprietary platform lowers friction to help startups to maximize their most valuable resources: time and money. It has been used and tested by hundreds of organizations and is trusted by world-class law firms. With this application, you can effortlessly handle your company's legal activities. Lawyers excel in providing unique high-value advice, whereas computers excel at repetitive and monotonous chores. We provide you with the finest of both worlds. Our all-in-one platform includes all of the procedures you'll need to manage your business from incorporation to equity distribution and exit. To make the procedure as risk-free and seamless as possible, we use industry-standard documentation. You'll find it on Shoobx if you need it for a loan.Furthermore, all of your information is securely stored in the appropriate location for all of the appropriate persons. Our platform is entirely integrated, thus changing a date or value in one location will update the rest of the system as well. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Starts at $15.0. 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
    78%
  • Popularity
    100%

86% 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
    92%
  • Reviews
    60%
  • Momentum
    69%
  • Popularity
    83%

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

    Not Available
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.

Not Available
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AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Starts at $15.0. Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Launch Custom

Paid Custom

CarteX Custom

Formation $15.00 $15.00 per month

Startup $90.00 $90.00 per month

Traction $180.00 $180.00 per month

Acceleration $360.00 $360.00 per month

Growth $720.00 $720.00 per month

Custom Custom

Startup (409A Valuation) $1,229.00 $1,229.00

Traction (409A Valuation) $1,899.00 $1,899.00

Growth (409A Valuation) $3,199.00 $3,199.00

 
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: Cambridge, Massachusetts Founded in: 2013
Contact Details

650.669.8381

https://carta.com/

+1 617-855-6711

https://www.shoobx.com/

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