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Equity Management Software

4.4 290 user ratings

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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 The simplest method to keep up with the latest news on the internet. Reduce the amount of time you spend scrolling through various apps and websites in search of news and crucial information. All of the sources you've chosen will be sent to you in one neat email. Taco Digest provides you only the most important news from carefully selected sources, allowing you to tune out the noise.Taco Digest is a web application that allows you to customize email newsletters from your favorite sources. We understand how difficult it is to keep up with news, social media, and friends' updates in today's environment. We're continuously bombarded with a massive amount of data, which might have a negative impact on our mental health. Our goal with Taco Digest is to limit information consumption to one satisfying and clean email per day. You only need to choose your sources, preferred days of the week, and time in your time zone via our simple interface. You can make your own digest now on the go. Read more
Pricing Options
  • Free Trial Not Available
  • Carta Offers Custom plan.
  • Free Trial Not Available
  • Starts at $4.99. Offers Free-forever plan.
SW Score & Breakdown

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
4.4/5 290 user ratings
Not Available
Ratings Distribution
  • Excellent

    58%
  • Very Good

    33.4%
  • Average

    1.7%
  • Poor

    1%
  • Terrible

    5.8%
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.

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Pricing

Pricing Options
  • Free Trial Not Available
  • Carta Offers Custom plan.
  • Free Trial Not Available
  • Starts at $4.99. Offers Free-forever plan.
Pricing Plans
Monthly Plans Annual Plans

Launch Custom

Paid Custom

CarteX Custom

Free Plan Free

Premium Plan $4.99 $5.99 per month

LifeTime Deal $149.00 $149.00 one time fee

 
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

Screenshots Understanding the Forfeiture Rate Report Not Available
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Vendor information

Company Details Located in: Palo Alto, California

Not available

Contact Details

650.669.8381

https://carta.com/

Not available

https://tacodigest.com/

Social Media Handles

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