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
  • Chat
OptionTrax is an equity management software designed to help businesses manage capitalization tables, equity shares, valuations, and employee stock plans.
OptionTrax is an equity management software designed to help businesses manage capitalization tables, equity shares, valuations, and employee stock...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$50.00/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.2 /5
(58)

Ease of Use

4.0/ 5

Features

4.2/ 5

Customer Service

3.8/ 5

Value for Money

3.7/ 5

Overall rating

4.8 /5
(6)

Ease of Use

4.5/ 5

Features

4.7/ 5

Customer Service

4.5/ 5

Value for Money

4.7/ 5

Total features 50

  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Trail
  • Benchmarking
  • Budgeting/Forecasting
  • Cap Table Management
  • Collaboration Tools
  • Compensation Plan Modeling
  • Compliance Management
  • Compliance Tracking
  • Customizable Reports
  • Data Import/Export
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Employee Reward Programs
  • Enterprise Risk Management
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • Forecasting
  • Fund Management
  • General Ledger
  • Incentive Management
  • Investments Tracking
  • Investor Reporting
  • Liquidity Analysis
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Operational Risk Management
  • Performance Metrics
  • Portfolio Management
  • Portfolio Modeling
  • Rate of Return Analysis
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Trade Tracking
  • Valuation Management
  • Vesting Management

Total features 17

  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Trail
  • Benchmarking
  • Budgeting/Forecasting
  • Cap Table Management
  • Collaboration Tools
  • Compensation Plan Modeling
  • Compliance Management
  • Compliance Tracking
  • Customizable Reports
  • Data Import/Export
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Employee Reward Programs
  • Enterprise Risk Management
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • Forecasting
  • Fund Management
  • General Ledger
  • Incentive Management
  • Investments Tracking
  • Investor Reporting
  • Liquidity Analysis
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Operational Risk Management
  • Performance Metrics
  • Portfolio Management
  • Portfolio Modeling
  • Rate of Return Analysis
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Trade Tracking
  • Valuation Management
  • Vesting Management
  • Deel
  • QuickBooks Online Advanced
  • Rippling
  • Xero
Not provided by vendor