Backstop vs Carta
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
Overview
Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.
Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions &...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations....
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
US$3,000.00/year
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.2/ 5Features
4.2/ 5Customer Service
4.4/ 5Value for Money
4.0/ 5Ease of Use
4.0/ 5Features
4.2/ 5Customer Service
3.8/ 5Value for Money
3.7/ 5Features
Total features 93
- "What If" Scenarios
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cap Table Management
- Client Management
- Client Portal
- Collaboration Tools
- Compensation Plan Modeling
- Compliance Management
- Compliance Tracking
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Data Management
- Deal Management
- Debt Management
- Document Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Employee Reward Programs
- Enterprise Risk Management
- Fee Management
- Financial Analysis
- Financial Management
- Financial Modeling
- Financial Reporting
- Financial Risk Reporting
- For Financial Institutions
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- General Ledger
- Historical Reporting
- Incentive Management
- Income & Balance Sheet
- Interaction Tracking
- Investment Management
- Investments Tracking
- Investor Communication
- Investor Management
- Investor Portal
- Investor Reporting
- Lead Capture
- Lead Management
- Liquidity Analysis
- Marketing Automation
- Meeting Management
- Member Directory
- Minutes Management
- Mobile Access
- Modified Dietz Analysis
- Monitoring
- Multi-Currency
- Operational Risk Management
- Performance Analysis
- Performance Metrics
- Pipeline Management
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Private Equity
- Profit/Loss Statement
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Relationship Tracking
- Reporting & Statistics
- Reporting/Analytics
- Risk Analysis
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Sales Reports
- Scenario Planning
- Search/Filter
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Trade Tracking
- Transaction History
- Valuation Management
- Vendor Management
- Vesting Management
- Visual Analytics
- Workflow Management
Total features 50
- "What If" Scenarios
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cap Table Management
- Client Management
- Client Portal
- Collaboration Tools
- Compensation Plan Modeling
- Compliance Management
- Compliance Tracking
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Data Management
- Deal Management
- Debt Management
- Document Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Email Management
- Email Marketing
- Email Templates
- Employee Reward Programs
- Enterprise Risk Management
- Fee Management
- Financial Analysis
- Financial Management
- Financial Modeling
- Financial Reporting
- Financial Risk Reporting
- For Financial Institutions
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- General Ledger
- Historical Reporting
- Incentive Management
- Income & Balance Sheet
- Interaction Tracking
- Investment Management
- Investments Tracking
- Investor Communication
- Investor Management
- Investor Portal
- Investor Reporting
- Lead Capture
- Lead Management
- Liquidity Analysis
- Marketing Automation
- Meeting Management
- Member Directory
- Minutes Management
- Mobile Access
- Modified Dietz Analysis
- Monitoring
- Multi-Currency
- Operational Risk Management
- Performance Analysis
- Performance Metrics
- Pipeline Management
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Private Equity
- Profit/Loss Statement
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Relationship Tracking
- Reporting & Statistics
- Reporting/Analytics
- Risk Analysis
- Risk Assessment
- Risk Management
- Role-Based Permissions
- Sales Reports
- Scenario Planning
- Search/Filter
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Trade Tracking
- Transaction History
- Valuation Management
- Vendor Management
- Vesting Management
- Visual Analytics
- Workflow Management
Integrations
Not provided by vendor
- Deel
- QuickBooks Online Advanced
- Rippling
- Xero