Carta

By Carta

★ 4.2 · 52 reviews Equity Management Software Onetime(Perpetual License)

Free Demo Compare Alternatives Write a Review

About

Carta is an equity management software that helps users efficiently and conveniently manage their companies' valuations, cap tables, investments, and equity plans. The software acts as the source of truth for a company's equity. It provides audit-ready, fast, and cost-effective valuations. Carta offers liquidity to users' companies by running tender-offers, one-off transactions, and stock buybacks. It is an SEC-registered platform that acts as a transfer agent. Carta allows users to issue electronic securities to stakeholders who are ready to use the software. The software allows users to do sensitivity and breakpoint analysis, dilution and payout modelling, and full-service fund accounting. Users can view their real-time financials, which helps them make better financial decisions that will benefit them in the long run. The software's portfolio dashboard helps users track their performance. Further, the experienced team members of the software provide accurate and on-time valuations to users.

Screenshots

Screenshot 1

Pricing

Launch

USD0

Cap table & ESOP management
Electronic securities
Shareholder portal
Scenario modeling
Cap table & ESOP management
Electronic securities
Shareholder portal
Scenario modeling

Get Started

Paid

USD0

Everything in Launch
ESOP valuations
Investor updates
Dedicated onboarding support
Everything in Launch
ESOP valuations
Investor updates
Dedicated onboarding support

Get Started

CarteX

USD0

Everything in Paid
Listing on CartaX
Regular liquidity
Competitive transaction fees
Everything in Paid
Listing on CartaX
Regular liquidity
Competitive transaction fees

Get Started

User Reviews + Write a Review

Consultant in Banking

"Their pricing went from 99 dollars to 3000!!! Terrible experience with sales team"

What do you like best? The user interfaces was ok, as good as captable.io but exponentially more expensive What do you dislike? Terrible experience with sales and the pricing going from 99 to 3000 dollars! What problems are you ...

Brett K

"Fine for Cap table but questionable business practice"

What do you like best? The service makes managing your cap table pretty easy. They do not have a great support system, but their platform is easy enough where you can figure out how to manage your documents. What do you dislike? Carta ra...

Executive Sponsor in Venture Capital & Private Equity

"Limited product, terrible customer service, pricing and billing"

What do you like best? Free 409a for portfolio companies, simplifies equity tracking when many stakeholders What do you dislike? Massive pricing increasing, pricing mistakes versus agreed pricing, major technical issues (unable to suppo...

Administrator in Accounting

★☆☆☆☆

"Great Cap Management software"

What do you like best? The ease of sending grants and managing cap table What do you dislike? Search tools can sometimes make it tough to find Board Docs What problems are you solving with the product? What benefits have you rea...

Administrator in Computer Software

★★★☆☆

"Not very intuitive, not great support"

What do you like best? It's obviously much better than having this data on an excel sheet. For the employees, it's a much better experience, as it allows them to see their shares and vesting period. What do you dislike? It's just not ver...

Read All 52 Reviews

Frequently Asked Questions

How much does Carta cost? ▼

Carta offers 3 pricing plan(s):

Launch — USD0.00
Paid — USD0.00
CarteX — USD0.00

Does Carta offer a free trial? ▼

Carta does not currently offer a free trial.

What support does Carta provide? ▼

Carta provides Online (Ticket) support.

Is Carta cloud-based or on-premise? ▼

Carta is Cloud Hosted software.

What training resources does Carta offer? ▼

Carta provides Help Guides,Video Guides,Blogs for training.

Company Carta

HQ Palo Alto, California United States

Starting price Free

Deployment Cloud Hosted

Languages English

Free Trial Not Available