About Company

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.

Pricing of Carta

Launch

USD 0

USD

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

Paid

USD 0

USD

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

CarteX

USD 0

USD

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

Key Features of Carta

Specification

Deployment:

Cloud Hosted

Customer Support:

Online (Ticket)

Customization:

No

Languages Support:

English

Who uses Carta

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Carta
  • Headquarter: Palo Alto, California United States
  • Website: Visit Website
  • Social Media:

Description

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Carta Screenshots

User Reviews Review Write a Review

quote
chaos and intelligence…

the chaos is a sign of intelligence they say hence I have carta all around me

DA
- Dario
Reviewed at 26/10/2020
Source: trustpilot.com
quote
"Great intuitive and comprehensive tool for both the experienced and first time tech entrepreneur!"

What do you like best?

It was so intuitive that we were able to get it stood and operational in less than a day. In addition, it is the good standard for accessing and using company 'data rooms' in all due diligence efforts within the investor community.

What do you dislike?

Hard to say. The tool is still emerging an and will likely improve.

Recommendations to others considering the product:

This is the second startup as CEO where I've used Carta. Great product!

What problems are you solving with the product? What benefits have you realized?

Putting all of corporate docs in one place and allowing for us to access in an efficient way.

MD
- Mark D
Reviewed at 28/07/2020
Source: g2crowd.com
quote
"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 support EUR denominated share prices), lack of clarity on roadmap (operational metric reporting), complete lack of accountability by customer success and support team, poor onboarding.

Recommendations to others considering the product:

Look at alternatives

What problems are you solving with the product? What benefits have you realized?

Equity cap table management. It has helped our portfolio companies save money on 409a, it has also simplified administrative tracking for us (post implementation).

ES
- Executive Sponsor in Venture Capital & Private Equity
Reviewed at 28/05/2020
Source: g2crowd.com
quote
"Carta: Make your equity management easy!"

JD
- Jessica D. H
Reviewed at 29/04/2020
Source: g2crowd.com
quote
"Good experience as a stock management software for the company"

What do you like best?

Classification of all the data, ability to generate various views per needs of reporting and integrated site for employees

What do you dislike?

Have not tested the integration with payment system. Unclear on how Carta arrives at 409A valuation

Recommendations to others considering the product:

Good stock management software that provides an unified interface to everything relating to stock and awards in the company.

What problems are you solving with the product? What benefits have you realized?

Unified shares, Equity grants and warrant management software for employees, lawyers and management. Facilitates ease of providing inputs to investors at all time and the time is a golden store of information

ES
- Executive Sponsor in Computer Software
Reviewed at 03/02/2020
Source: g2crowd.com

FAQ's

Carta has 3 plans,

  • Launch USD 0
  • Paid USD 0
  • CarteX USD 0

Carta provides Online (Ticket) support.

Carta is not allowing Free Trial.