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Carta

Equity management solution for public & private firms

Carta - 2024 Pricing, Features, Reviews, & Alternatives

Table of Contents

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.

Benefits of using 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.

Starting from

No pricing info

Alternatives with better value for money

Carta's key features

Most critical features, based on insights from Carta users:

Document Storage

3.0

(1)

Options Management

4.2

(6)

Valuation Management

3.3

(3)

Vesting Management

4.2

(6)

Cap Table Management

3.2

(5)

Investor Reporting

5.0

(1)

Features

4.2

Ease of use

4.0

All Carta features

Real-Time Data

5.0

(2)

Document Management

5.0

(1)

Compensation Plan Modeling

5.0

(1)

Financial Reporting

2.0

(2)

General Ledger

2.0

(2)

Forecasting

(0)

Fund Management

5.0

(1)

Incentive Management

(0)

Investments Tracking

5.0

(1)

Liquidity Analysis

(0)

Meeting Management

(0)

Member Directory

(0)

Minutes Management

(0)

Operational Risk Management

(0)

Performance Metrics

(0)

Portfolio Management

2.0

(3)

Portfolio Modeling

(0)

Rate of Return Analysis

(0)

Real-Time Analytics

(0)

Real-Time Reporting

(0)

Risk Management

(0)

Role-Based Permissions

(0)

Scenario Planning

(0)

Trade Tracking

(0)

"What If" Scenarios

(0)

Access Controls/Permissions

(0)

Accounting

5.0

(1)

ACH Payment Processing

(0)

Activity Dashboard

(0)

API

5.0

(1)

Approval Process Control

(0)

Audit Trail

5.0

(1)

Benchmarking

(0)

Budgeting/Forecasting

1.0

(1)

Collaboration Tools

(0)

Compliance Management

(0)

Compliance Tracking

5.0

(1)

Data Import/Export

5.0

(1)

Deal Management

2.5

(2)

Debt Management

(0)

Electronic Signature

(0)

Employee Reward Programs

(0)

Enterprise Risk Management

(0)

Financial Modeling

2.7

(3)

Financial Risk Reporting

(0)

Carta awards

Financial Risk Management

87/100

Carta alternatives

Carta

4.2

(58)

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.0

Features

4.2

Value for Money

3.7

Customer Support

3.8

QuickBooks Enterprise

4.5

(20.6K)

visit website

Starting from

1922

Per year

Free trial

Free version

Ease of Use

4.3

Features

4.4

Value for Money

4.3

Customer Support

4.2

NetSuite

4.2

(1.6K)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

3.9

Features

4.1

Value for Money

3.8

Customer Support

3.8

FUND EZ

4.4

(25)

visit website

Starting from

140

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.4

Customer Support

4.4

Carta pricing

Pricing options

Free plan

Subscription

Free trial

Pricing range

view pricing plans

Value for money

3.7

Starting from

No pricing info

Carta support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Knowledge Base

Chat

Email/Help Desk

Phone Support

Training options

Live Online

Webinars

Documentation

Carta reviews

Overall rating

4.2

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.08/10

Rating distribution

Pros

Love this to track options, RSUs and shares. Support is also helpful and does its best to answer questions.

Adam G.

MGR

Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.

Verified reviewer

Anonymity request

It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.

Verified reviewer

Anonymity request

Cons

Carta did not have any alerts system, and did not notify affected employees for a month. Some employees were left tens of thousands of dollars worse off than had the error not occurred.

Luke F.

Analytics Manager

The interface and experience are terrible. It is clunky and not intuitive.

Verified reviewer

Anonymity request

Most of the time I don't know they're there, because I don't need them. When I do need them, it is a consistently horrible experience.

Verified reviewer

Anonymity request

Read all reviews