Carta

About Carta

Deep Dive with Clara AI

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.

Screenshots & Videos

Understanding the Forfeiture Rate Report

Pricing

Free Trial Not Available
Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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

64%
Popularity

69%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Carta Features

Show Feature Explanation

Equity Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%

Global Equity Management

Provides seamless support for multiple jurisdictions and ensures compliance with tax regulations.

Valuation Support

Offers 409A valuations directly or seamlessly integrates with trusted valuation providers.

Compliance and Regulatory Reporting

Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.

Option Exercise Tracking

Monitors and manages employee stock option exercises with precision and efficiency.

Equity Grant Management

Administers and oversees stock options, RSUs, and other equity instruments with precision and efficiency.

Cap Table Management

Monitors ownership structures, shareholder details, and equity distributions.

Scenario Modeling

Simulates "what-if" scenarios to predict the potential outcomes

Audit Trail

A record of changes made in chronological order of a user or activity

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

Document Management

Ability to store and manage various information and documents in electronic format.

Carta Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Quotation Based )

Launch Custom

Standard cap table & ESOP management for seed & pre-seed companies

Features

Cap table & ESOP management
Electronic securities
Shareholder portal
Scenario modeling

Start Free Trial

Paid Custom

Launch + additional compliance & planning features for Series A+ companies

Features

Everything in Launch
ESOP valuations
Investor updates
Dedicated onboarding support

Start Free Trial

CarteX Custom

Paid + liquidity solutions for maturing companies (coming soon)

Features

Everything in Paid
Listing on CartaX
Regular liquidity
Competitive transaction fees

Start Free Trial

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 26/11/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Carta Pricing

Carta Alternatives

View All Carta Alternatives

92% 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

Diligent Equity (fo... For a simplified equity management read more

Visit Website Carta Vs Diligent Equity (formerly EquityEffect)

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

EquityList A Simple Equity Management Tool read more

Visit Website Carta Vs EquityList

77% 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

Capboard Finest system for managing equity, investors, and equity plans read more

Visit Website

71% 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

Cake Equity Make equity management easier with Cake Equity read more

Visit Website Carta Vs Cake Equity

72% 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

Vega Equity Seamless, Precise Equity Management for Growing Companies read more

Visit Website

75% 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

Gust Equity Management Startup equity managed read more

Visit Website Carta Vs Gust Equity Management

71% 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

WOWS Cap Table Simplifying Equity Management read more

Visit Website

73% 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

trica equity Managing equity should be simple read more

Visit Website

80% 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

Eqvista Manage your company’s shares with effective cap table managers read more

Visit Website Carta Vs Eqvista

76% 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

Capshare The ultimate cap sharing platform read more

Visit Website Carta Vs Capshare

Carta Reviews

User Rating

1.8/5 (Based on 17 Ratings)

Rating Distribution

Excellent
11.8%
Very Good
5.9%
Average
5.9%
Poor
5.9%
Terrible
70.6%

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

Do You Use Carta?

Write a Review

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.