Excel is a spreadsheet management software program with data analysis tools to help users track and visualize data for greater insight and more ways to share data.
Excel is a spreadsheet management software program with data analysis tools to help users track and visualize data for greater insight and more ways...

Deployment

  • Cloud-based
  • On-premise

Support Options

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

Starting from

US$6.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.8 /5
(19,117)

Ease of Use

4.3/ 5

Features

4.7/ 5

Customer Service

4.3/ 5

Value for Money

4.6/ 5

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

Total features 15

  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Approval Process Control
  • Audit Trail
  • Benchmarking
  • Budgeting/Forecasting
  • Cap Table Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Compensation Plan Modeling
  • Compliance Management
  • Compliance Tracking
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Employee Reward Programs
  • Enterprise Risk Management
  • File Sharing
  • 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
  • Notes Management
  • Offline Access
  • Operational Risk Management
  • Performance Metrics
  • Portfolio Management
  • Portfolio Modeling
  • Productivity Tools
  • Rate of Return Analysis
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Search/Filter
  • Templates
  • Trade Tracking
  • Valuation Management
  • Vesting Management

Total features 50

  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Approval Process Control
  • Audit Trail
  • Benchmarking
  • Budgeting/Forecasting
  • Cap Table Management
  • Charting
  • Collaboration Tools
  • Commenting/Notes
  • Compensation Plan Modeling
  • Compliance Management
  • Compliance Tracking
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Employee Reward Programs
  • Enterprise Risk Management
  • File Sharing
  • 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
  • Notes Management
  • Offline Access
  • Operational Risk Management
  • Performance Metrics
  • Portfolio Management
  • Portfolio Modeling
  • Productivity Tools
  • Rate of Return Analysis
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Real-Time Updates
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Search/Filter
  • Templates
  • Trade Tracking
  • Valuation Management
  • Vesting Management
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  • Google Docs
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  • Google Sheets
  • Google Slides
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  • mailparser.io
  • monday.com
  • 123FormBuilder
  • ActiveCampaign
  • Acuity Scheduling
  • Airtable
  • Alchemer
  • Any.do
  • Asana
  • Basecamp
  • CRM Analytics
  • Cascade Strategy
  • ClickFunnels
  • ClickUp
  • Clio
  • Constant Contact
  • Deel
  • Discord
  • Dropbox Business
  • Eventbrite
  • Evernote Teams
  • FastField
  • Firebase
  • Formidable Forms
  • Formsite
  • Formstack Documents
  • Freshdesk
  • GoCanvas
  • Google Contacts
  • Google Docs
  • Google Drive
  • Google Forms
  • Google Sheets
  • Google Slides
  • Gravity Forms
  • HubSpot CRM
  • InstaPage
  • Instagram
  • Jira
  • Jotform
  • Kajabi
  • Knack
  • Landingi
  • LinkedIn for Business
  • Mailchimp
  • ManyChat
  • Microsoft 365
  • Microsoft OneNote
  • Microsoft Outlook
  • Microsoft Teams
  • Microsoft To Do
  • Miro
  • MySQL
  • Ninja Forms
  • OneDrive
  • Paperform
  • Parserr
  • PayPal
  • Pipedrive
  • Pipefy
  • Podio
  • QuickBooks Online Advanced
  • RingCentral Contact Center
  • Rippling
  • Shopify
  • Slack
  • Smartsheet
  • Squarespace
  • Stripe
  • SurveyMonkey
  • Todoist
  • Trello
  • Twilio
  • Twitter/X
  • Typeform
  • Unbounce
  • Venngage
  • WPForms
  • Wave
  • Webflow
  • Wix
  • WooCommerce
  • WordPress
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho Forms
  • Zoom Workplace
  • mailparser.io
  • monday.com