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

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

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$2 800,00/year

  • Free Trial
  • Free Version
  • Subscription

Images

Cap table management enables private companies to access ownership, share, and more on a centralized dashboard
The platform allows companies to generate Form 3921 for the IRS
The platform lets users access real-time venture fund administration and accounting information
View 4 more
Carta video Carta screenshot: Cap table management enables private companies to access ownership, share, and more on a centralized dashboard Carta screenshot: The platform allows companies to generate Form 3921 for the IRS Carta screenshot: The platform lets users access real-time venture fund administration and accounting information

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

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Ledgy

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Reviews

Overall rating

4,5 /5
(40)
Value for Money
4/5
Features
4,3/5
Ease of Use
4,2/5
Customer Support
4,3/5

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Showing 5 reviews of 40
Mallory R.
Overall rating
  • 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.

Verified Reviewer
Overall rating
  • 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

Verified Reviewer
Overall rating
  • 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.

Sho L.
Overall rating
  • 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.

Zeah S.
Overall rating
  • 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

Showing 5 reviews of 40 Read all reviews

Carta FAQs

Below are some frequently asked questions for Carta.

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.

We do not have any information about Carta features

Carta has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Carta supports the following languages:

English

Carta supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Carta integrates with the following applications:

QuickBooks Online Advanced, Xero

Carta offers the following support options:

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

Related categories

See all software categories found for Carta.