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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 | Upstock helps businesses of all sizes accomplish big goals by helping workers think and believe like entrepreneurs. Our top-shelf Fortune 1000-grade equity plans and motivational dashboard truly align & motivate teams while being 40x more affordable. Read more |
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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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Launch Custom Paid Custom CarteX Custom |
Demo $2.00 $2.00 per month Full Access $20.00 $20.00 per user / month |
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Diligent Equity (formerly EquityEffect)
3.6 Based on 14 Ratings Carta Vs Diligent Equity (formerly EquityEffect) |
Gust Equity Management
5 Based on 4 Ratings
Cake Equity
5 Based on 23 Ratings |
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Company Details | Located in: Palo Alto, California | Located in: San Francisco, California Founded in: 2017 |
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650.669.8381 https://carta.com/ |
Not available https://www.upstock.io/ |
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