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Equity Management Software

4.4 293 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 Gust Equity Management (GEM) is a Software-as-a-Service platform simplifying the process of managing the evolution of enterprise capitalizations from startup through sale/IPO. The free software offers a full suite of cap table management tools, modeling for rounds and exits, 409A valuations, and ASC718s. Issue options, easily see your cap table at any point in time and share customizable views with stakeholders. Next-day valuations that stand up to Big 4 scrutiny. Read more
Pricing Options
  • Free Trial Not Available
  • Carta Offers Custom plan.
  • Free Trial Not Available
  • Gust Equity Management Offers Free-forever plan.
SW Score & Breakdown

Technical Details

Organization Types Supported
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • 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
4.4/5 293 user ratings
5/5 4 user ratings
Rating Distribution
  • Excellent

    58%
  • Very Good

    33.4%
  • Average

    1.7%
  • Poor

    1%
  • Terrible

    5.8%
  • 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
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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
  • Gust Equity Management Offers Free-forever plan.
Pricing Plans
Monthly Plans Annual Plans

Launch Custom

Paid Custom

CarteX Custom

Gust Equity Management Free

 
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

Screenshots Understanding the Forfeiture Rate Report Waterfall Modeling
Videos Video Thumbnail
+ 1 More
Not Available

Vendor information

Company Details Located in: Palo Alto, California Located in: Sarasota, Florida
Contact Details

650.669.8381

https://carta.com/

Not available

https://gust.com/equity

Social Media Handles

Not available

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