Carta

Equity management solution for public & private firms

4,5 /5 (37 reviews) Write a Review!

Carta Overview

What is 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.

Carta Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Carta for pricing details.
Pricing is based on number of stakeholders, cap table complexity, services, and products.


Carta Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

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
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

Carta Reviews

Carta Reviews

Overall rating
4,5
/
5
Excellent
24

Very good
10

Average
2

Poor
1

Terrible
0

Value for Money
4
Features
4,3
Ease of Use
4,2
Customer Support
4,3
92% recommended this app
Mallory R.

Super easy to keep track of my stock options

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.


Zeah S.

Eshares to Carta

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.


Adam G.

I like Carta

Understanding my options and RSU holding, their vesting schedules


David B.

Imposible to use because its always so SLOW

The CEO's and law firms that use it seem to be happy with it, as an investor user, I literally cringe every time we get a new stock cert from Carta because it takes so long to do antying.


Alan C.

Easy way to manage stock options

Overall I have had a positive experience with Carta and am glad it exists to easily manage stock options.


Mallory R.
Industry: Computer Software
Company size: 501-1 000 Employees

Super easy to keep track of my stock options

Used Other for 2+ years
Reviewed on 2019/12/13
Review Source: Capterra

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 9.0/10

Zeah S.
Industry: Hospital & Health Care
Company size: 11-50 Employees

Eshares to Carta

Used Other for 2+ years
Reviewed on 2018/08/29
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Adam G.
Industry: Internet
Company size: 501-1 000 Employees

I like Carta

Used Other for 2+ years
Reviewed on 2020/10/06
Review Source: Capterra

Understanding my options and RSU holding, their vesting schedules

Pros

Carta is easy to understand, find information, and understand where you are in the vesting process.

Cons

I think the vesting informaiton needs to be presented in not only column format but graphically represented also

Rating breakdown

Ease of Use

Likelihood to recommend: 9.0/10

David B.
Industry: Venture Capital & Private Equity
Company size: 2-10 Employees

Imposible to use because its always so SLOW

Used Weekly for 2+ years
Reviewed on 2020/05/10
Review Source: Capterra

The CEO's and law firms that use it seem to be happy with it, as an investor user, I literally cringe every time we get a new stock cert from Carta because it takes so long to do antying.

Pros

In theory, it should be easy to manage our portfolio of over 50 different holdings.

Cons

We are investors, not issuers. As investors, we have 3 big issues.
A). The site is SO SLOW, I literally end up e-mailing the portfolio company to ask for the information.
B) The UX for the portfolio is nonsensical. For example, if you accept a certificate, you are not taken to the holding,s rather to some summary page from which you then have to search for what you just accepted and if you are not in the right "portfolio", it doesn't show up.
C) Carta makes it very difficult for one to keep a backup.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Alan C.
Industry: Computer Software
Company size: 51-200 Employees

Easy way to manage stock options

Used Other for 1+ year
Reviewed on 2020/09/24
Review Source: Capterra

Overall I have had a positive experience with Carta and am glad it exists to easily manage stock options.

Pros

Their documentation and blog are very helpful in understanding all the terms and nuance of stock options.

Cons

There is nothing that I don't like - the software does a solid job servicing our need for managing stock options.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
8,2/10
Based on 37 user ratings
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Carta Pricing

Carta Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Carta for pricing details.
Pricing is based on number of stakeholders, cap table complexity, services, and products.

Contact Carta for pricing details.
Pricing is based on number of stakeholders, cap table complexity, services, and products.

Value for Money
4/5
Based on 37 user ratings
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Carta Features

Carta Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,3/5
Based on 37 user ratings
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Categories

Additional information for Carta

Additional information for Carta

Key features of Carta

  • "What If" Scenarios
  • ACH Payment Processing
  • Audit Trail
  • Compliance Management
  • Document Management
  • Employee Reward Programs
  • Forecasting
  • General Ledger
  • Incentive Programs
  • Performance Metrics
  • Portfolio Management
  • Role-Based Permissions
  • Scenario Planning

Benefits

• 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.

Carta FAQs

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:

Pricing model: Subscription

Free Trial: 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?

Carta offers the following features:

  • "What If" Scenarios
  • ACH Payment Processing
  • Audit Trail
  • Compliance Management
  • Document Management
  • Employee Reward Programs
  • Forecasting
  • General Ledger
  • Incentive Programs
  • Performance Metrics
  • Portfolio Management
  • Role-Based Permissions
  • Scenario Planning

Q. Who are the typical users of Carta?

Carta has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Freelancers, Mid Size Business

Q. What languages does Carta support?

Carta supports the following languages:

English

Q. What type of pricing plans does Carta offer?

Carta has the following pricing plans:

Subscription

Q. Does Carta support mobile devices?

Carta supports the following devices:

Android, iPhone, iPad

Q. What other apps does Carta integrate with?

Carta integrates with the following applications:

BambooHR, Blissfully, QuickBooks Online Advanced, Xero

Q. What level of support does Carta offer?

Carta offers the following support options:

Phone Support, Online Support, Knowledge Base