Carta Comparison

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Overview

Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical Customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

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/No info available/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
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User reviews

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  • Value for money
  • Features
  • Ease of use
  • Customer support

Pros

No data

Cons

No data
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features19
  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Activity Dashboard
  • Administrative Reporting
  • Audit Trail
  • Compliance Management
  • Data Capture and Transfer
  • Document Management
  • Electronic Signature Capture
  • Employee Reward Programs
  • Forecasting
  • General Ledger
  • Incentive Programs
  • Meeting Management
  • Performance Metrics
  • Portfolio Management
  • Role-Based Permissions
  • Scenario Planning

Integrations

  • Total integrations3
  • Authorize.net
  • Dropbox
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • Office 365
  • PayPal
  • QuickBooks
  • QuickBooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
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