About Carta
Carta is a cloud-based equity management solution that helps investors, law firms, and public and private companies manage valuations, equity plans, cap tables, and investments. The solution enables users to track employee and non-employee equity on a unified platform, enabling them to handle employee stock purchase plans and administration efficiently.
Primary features of Carta include shareholder management, form 3921 generation, audit-based expense accounting, real-time metrics, a visual dashboard, venture fund administration, board meeting management, rule 701 management, ASC 820 valuations, custody, safekeeping, and more. The platform allows investors and employees to accept exercise options, electronic securities, and monitor vesting schedules. Plus, the solution lets users administer liquidity programs, leveraging a centralized dashboard, progress tracker, and transaction manager.
Carta comes with an integrated compliance module, enabling users to be compliant while issuing equity to get 409A valuations. Carta offers an API and integrates with third-party finance and HR applications such as Quickbooks, Xero, and Betterment.
Pricing starting from:
US$2 800,00/year
- Free Trial
- Free Version
- Subscription
Compare with Popular Alternatives
Key benefits of Carta
• Carta helps private companies manage cap tables by automatically updating itself with every transaction through electronic signatures, shared access, automated checks, and restricted stock awards.
• The platform comes with three products including investor updates, board resolutions, and board management to streamline investor and board management.
• Carta provides public companies with an SEC-acknowledged transfer agent with features comprising proxy services, annual meeting support, and access to stakeholder information.
• Carta's equity plan administration functionality supports most equity plans and award types.
• The solution offers safekeeping and a custody feature, helping users digitize their security and update their data on the platform.
Devices
Business size
Markets
Supported Languages
Pricing starting from:
US$2 800,00/year
- Free Trial
- Free Version
- Subscription
Compare with Popular Alternatives
Images
Features
Total features of Carta: 50
- "What If" Scenarios
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Administrative Reporting
- Approval Process Control
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- Cap Table Management
- Collaboration Tools
- Compliance Management
- Compliance Tracking
- Data Capture and Transfer
- Data Import/Export
- Deal Management
- Debt Management
- Document Management
- Document Storage
- Electronic Signature
- Employee Reward Programs
- Enterprise Risk 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
- Options Management
- Participant Portal
- Performance Metrics
- Portfolio Management
- Portfolio Modeling
- Rate of Return Analysis
- Risk Management
- Role-Based Permissions
- Scenario Planning
- Trade Tracking
- Valuation Management
- Vesting Management
Alternatives
Diligent Equity
HarmonyPSA
Ledgy
QuickBooks Desktop Enterprise
Reviews
Already have Carta?
Software buyers need your help! Product reviews help the rest of us make great decisions.
Write a Review!
- Industry: Computer Software
- Company size: 501-1 000 Employees
- Used Other for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Super easy to keep track of my stock options
Reviewed on 2019/12/13
Overall it is simple and easy to use and makes it easy for a company with a large number of...
Overall it is simple and easy to use and makes it easy for a company with a large number of employees to keep track of which people have which vested stock options.
Pros
Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.
Cons
No complaints but I probably haven't used this software at a deep enough level to truly find anything difficult or something to dislike about this software.
- Industry: Internet
- Company size: 51-200 Employees
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Once top shop for cap table management
Reviewed on 2018/07/12
Pros
Very easy to use
Option grants to employees are all done through the software
There are reports for all our needs, from stock based comp calculations, min disclosure for financial statement audits, etc...
Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time.
Cons
Reports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's
- Industry: Computer Software
- Company size: 201-500 Employees
- Used Monthly for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Great equity management system
Reviewed on 2021/02/26
Overall, this system makes it really easy to understand your equity.
Overall, this system makes it really easy to understand your equity.
Pros
Overall, Carta makes it really easy to not only view your holdings, but each individual grant and what has vested. It also allows you to exercise options that are available to you.
Cons
Our company went through a re-price so all old grants had to be cancelled and reissued. It's not easy to tell which grants are active vs which ones are voided.
- Industry: Information Services
- Company size: 501-1 000 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 6.0 /10
Love-Hate Relationship with Carta
Reviewed on 2021/01/10
I have nothing else to compare Carta to, so I don't even know how to respond. On a positive note,...
I have nothing else to compare Carta to, so I don't even know how to respond. On a positive note, I suppose I can list 'Carta' as a skill on my resume, though I don't know whether I would want to deal with Carta ever again if I seek different employment.
Pros
When I have issues with this software (which is often), Carta's support team is usually very responsive and will work with me on the issue.
The software itself works fine, I guess, as it rarely has technical problems. The offered tutorial does help, and I appreciate the Carta team for putting the tutorial together.
Cons
Not very intuitive to use! A major part is requiring a good foundation in securities and stock options knowledge, which I clearly do not have.
One HUGE gripe I have with Carta is that there is no quick way to bulk update a set of option grants, but rather I have to go into EACH option grant, upload the document I need to upload, add a note of what I am updating, wait for 5 seconds for the update to occur, and repeat with the rest of the 1000+ option grants. I have been uploading/updating these option grants for a few days now while trying to do my other work, and I am still updating as I write this review on a Saturday evening. I don't know whether to keep on updating while cursing at the Carta screen, or just call it quits for the day. Also, the update generates an email notification for the option holders, and of course a good amount of them send me questions afterwards despite our team having already prepared a mass message for our Chief Sales Officer to send out that explains these notifications. I'm at the point where I'm inclined to curse out the next sales employee that asks me what these Carta notifications are for.
- Industry: Hospital & Health Care
- Company size: 11-50 Employees
- Used Other for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Eshares to Carta
Reviewed on 2018/08/29
We started with Carta when it was Eshares. Prior to using this software we were tracking...
We started with Carta when it was Eshares. Prior to using this software we were tracking everything in an excel spreadsheet which was a complete cluster. Now we can easily pull reports for information on the shareholders. The only difficulty I have encountered is the lack of a report that my auditors will accept without manipulation from myself. Still way better than manual tracking.
Pros
The ease with which data can be entered
Cons
Reports for Audit purposes can be painful
Carta FAQs
Below are some frequently asked questions for Carta.Q. What type of pricing plans does Carta offer?
Carta offers the following pricing plans:
- Starting from: US$2 800,00/year
- Pricing model: Free, Subscription
- Free Trial: Not Available
Contact Carta for pricing details. Pricing is based on number of stakeholders, cap table complexity, services, and products.
Q. What are the main features of Carta?
We do not have any information about Carta features
Q. Who are the typical users of Carta?
Carta has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+
Q. What languages does Carta support?
Carta supports the following languages:
English
Q. Does Carta support mobile devices?
Carta supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Carta integrate with?
Carta integrates with the following applications:
QuickBooks Online Advanced, Xero
Q. What level of support does Carta offer?
Carta offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat
Related categories
See all software categories found for Carta.
