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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 Certent Equity Management, helps customers elevate their business with smart, intuitive solutions for modern finance. This advanced solutions for equity management, disclosure management, and narrative reporting help business and finance leaders improve accuracy, save time, and get more done. Redefine your approach to governance, risk, and compliance with Certent. The company operates in seven countries and serves over 2,400 public, private, and pre-IPO companies around the world. Read more
Pricing Options
  • Free Trial Not Available
  • Carta Offers Custom plan.
  • Free Trial Not Available
  • Certent Equity Management Offers Custom 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
4.6/5 95 user ratings
Ratings Distribution
  • Excellent

    58%
  • Very Good

    33.4%
  • Average

    1.7%
  • Poor

    1%
  • Terrible

    5.8%
  • Excellent

    67.4%
  • Very Good

    30.5%
  • Average

    0%
  • Poor

    2.1%
  • Terrible

    0%
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.

Certent, an equity compensation management solution, receives mixed reviews from users. While some praise its comprehensive features, ease of use, and excellent customer support, others express concerns about its complexity, outdated interface, and occasional technical glitches. Some users find it challenging to navigate and customize, while others appreciate its robust reporting capabilities and integration options. Overall, opinions vary, and prospective users should carefully consider their specific needs and preferences before making a decision.

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AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Carta Offers Custom plan.
  • Free Trial Not Available
  • Certent Equity Management Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Launch Custom

Paid Custom

CarteX Custom

Certent Equity Management Custom

 
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 Located in: Roseville, California
Contact Details

650.669.8381

https://carta.com/

Not available

https://certent.com/solutions/equity-management/

Social Media Handles

Not available

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