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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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78% 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

Vestd logo
Equity Management Software

4.2 114 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 Vestd Software is the only legitimate cloud-based, FCA-regulated advanced digital share scheme platform for small and medium-sized enterprises in the United Kingdom. This software provides two-way companies house incorporation with a team of valuation analyses and offers legal documents as part of their service. Through Vestd, companies can house integration, issue shares and options in real-time using the platform and promptly view an updated 100% accurate spreadsheet. Depending upon the reward, the software offers multiple skin types: EMI, real shares, and approved options, agile partnerships, and growth shares. All the process is done digitally, including shareholder authorization and signing. This tool ensures to take care of all the valuation that you require for HMRC, which developing companies require at least once per year and offers company standard legal documents properly. Vestd platform single handedly simplifies all the aspects of equity distribution, organization and its management. This software helps private businesses avoid hassle and save time and money by making it possible to deploy equity to help meet businesses' goals. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
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
    69%
  • Popularity
    70%

78% 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
    77%
  • Momentum
    67%
  • Popularity
    65%

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
    4.2/5 114 user ratings
    Rating Distribution
    • Excellent

      11.8%
    • Very Good

      5.9%
    • Average

      5.9%
    • Poor

      5.9%
    • Terrible

      70.6%
    • Excellent

      79.8%
    • Very Good

      0.9%
    • Average

      0%
    • Poor

      0%
    • Terrible

      19.3%
    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

      Excellent Customer Support, Easy to Use Platform, Comprehensive Equity Management, Seamless Companies House Integration

      Limited Functionality for Bespoke Needs, Complexities in Handling Historic Data, Occasional Need for Manual Vestd Intervention, Challenges with Non-Standard Company Structures

    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.

    Vestd receives positive feedback from users, with many highlighting its user-friendly interface, comprehensive data collection capabilities, and valuable insights. The platform is praised for its ease of use, efficiency, and positive impact on business decisions. Reviewers appreciate the ability to compare multiple SaaS solutions side-by-side, access reliable information, and make informed choices based on Vestd's analysis. However, some suggest improvements in customer support responsiveness and additional data integration options for seamless workflow. Overall, users express satisfaction with Vestd's value, praising its role in streamlining their SaaS comparison and selection processes.

      Read All User Reviews 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
    Pricing Plans
    Monthly Plans Annual Plans

    Launch Custom

    Paid Custom

    CarteX Custom

    Starter Others

    Standard Others

    Pro Others

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Understanding the Forfeiture Rate Report Vestd : EMI screenshot
    Videos Video Thumbnail
    + 1 More
    Video Thumbnail

    Vendor information

    Company Details Located in: Palo Alto, California Located in: London, United Kingdom
    Contact Details

    650.669.8381

    https://carta.com/

    Not available

    https://vestd.com/

    Social Media Handles

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