Clara Icon MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
Get Started
/*
Loading...
*/
Pulley logo

Pulley

  Add to Compare

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

Visit Website

74% 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

WE.VESTR logo
Visit Website

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 WE.VESTR is Where Entrepreneurs Manage Their Equity. Manage Your Cap Table, Performance & Shareholders. All in One Platform.
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial 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
    78%
  • Popularity
    100%

74% 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
    63%
  • Popularity
    72%

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
5/5 1 user ratings
Rating Distribution
  • Excellent

    11.8%
  • Very Good

    5.9%
  • Average

    5.9%
  • Poor

    5.9%
  • Terrible

    70.6%
  • Excellent

    100%
  • Very Good

    0%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
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
  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 Available
Pricing Plans
Monthly Plans Annual Plans

Launch Custom

Paid Custom

CarteX Custom

Launch Others

Grow Others

Scale Others

 
View Detailed Pricing
View Detailed Pricing

Have Questions? We can help!

Get personalized recommendations from our experts on call

Call Me

Trusted by more than 5 Million users across the globe.

Thank you for the enquiry. One of our software analysts will contact you soon.

Alternatives

 

Screenshots & Videos

Screenshots Understanding the Forfeiture Rate Report Multi Card
+ 1 More
Videos Video Thumbnail
+ 1 More
Not Available

Vendor information

Company Details Located in: Palo Alto, California Located in: Amsterdam, North Holland Founded in: 2020
Contact Details

650.669.8381

https://carta.com/

Not available

https://wevestr.com/

Social Media Handles

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

icon

Buyers

Looking for the right SaaS

We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

icon

Makers

Want more customers?

Our experts will research about your product and list it on SaaSworthy for FREE.

Get Listed