Carta Pricing, Features, Reviews & Comparison of Alternatives

Carta

Equity management solution for public & private firms

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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.com

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
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Markets

United States

Supported languages

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

Carta reviews

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Carta pricing

Pricing options
Free trial
Subscription
View Pricing Plans

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

Carta features

API
Activity Dashboard
Audit Trail
Compliance Management

Accounting Integration (150 other apps)
Accounting Management (152 other apps)
Automatic Notifications (136 other apps)
Billing & Invoicing (150 other apps)
Customizable Reporting (136 other apps)
Data Import/Export (144 other apps)
Electronic Payments (136 other apps)
Expense Tracking (137 other apps)
Financial Analysis (108 other apps)
Invoice Management (198 other apps)
Invoice Processing (126 other apps)
Multi-Currency (132 other apps)
Real Time Data (132 other apps)
Reporting & Statistics (190 other apps)
Third Party Integration (155 other apps)
Workflow Management (118 other apps)

Additional information for Carta

Key features of Carta

  • 409A Valuations
  • ASC 820
  • Agent Transfer
  • Approval Process Management
  • Cap Table Management
  • Collaboration
  • Debt Valuation
  • ESPP
  • Electronic Signature
  • Enterprise Risk Management
  • Equity Plan Administration
  • Equity Plan Management
  • Financial Risk Reporting
  • Fund Administration
  • Investor Updates
  • Liquidity Analysis
  • Liquidity Risks
  • Member Directory
  • Minutes Management
  • Operational Risk Management
  • Portfolio Insights
  • Portfolio Modeling
  • Rate of Return Analysis
  • Secondaries
  • Trade Tracking
  • Transfer Agent Services
  • Valuations
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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.