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.
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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

78%
Popularity

100%

Platforms Supported

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

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

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

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Paid Custom

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

Features

Everything in Launch
ESOP valuations
Investor updates
Dedicated onboarding support

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CarteX Custom

Paid + liquidity solutions for maturing companies (coming soon)

Features

Everything in Paid
Listing on CartaX
Regular liquidity
Competitive transaction fees

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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.

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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?

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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.