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Carta vs FundCount Comparison

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Overview

Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments,...

FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated...

  • 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
  • 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

Starting from
$

2800

/yryear
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

500

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.4

5

4

3

2

1

27

11

3

1

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
88%
would recommend this app

4.5

5

4

3

2

1

4

1

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

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

Pros

Not enoughreviews yet

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.
The interface and experience are terrible. It is clunky and not intuitive.
The worst experience with any B2B software company for years.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review3 years ago

Key features

  • Total features55
  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounts Payable
  • Activity Dashboard
  • Activity Tracking
  • Administrative Reporting
  • Approval Process Control
  • Asset Management
  • Audit Trail
  • Automated Execution
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Bonds / Stocks
  • Breakpoint Management
  • Budgeting/Forecasting
  • Cap Table Management
  • Cash Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Commodity Futures
  • Compensation Management
  • Compensation Plan Modeling
  • Compliance Management
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Contact Management
  • Customization
  • Data Capture and Transfer
  • Data Import/Export
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Employee Reward Programs
  • Enterprise Risk Management
  • Fee Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Forecasting
  • Fund Management
  • General Ledger
  • Graphical Data Presentation
  • Incentive Management
  • Income & Balance Sheet
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Liquidity Analysis
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Multi-Company
  • Operational Risk Management
  • Options Management
  • Participant Portal
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Estate
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Trade Tracking
  • Valuation Management
  • Vesting Management
  • Total features62
  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounts Payable
  • Activity Dashboard
  • Activity Tracking
  • Administrative Reporting
  • Approval Process Control
  • Asset Management
  • Audit Trail
  • Automated Execution
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Bonds / Stocks
  • Breakpoint Management
  • Budgeting/Forecasting
  • Cap Table Management
  • Cash Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Commodity Futures
  • Compensation Management
  • Compensation Plan Modeling
  • Compliance Management
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Contact Management
  • Customization
  • Data Capture and Transfer
  • Data Import/Export
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Employee Reward Programs
  • Enterprise Risk Management
  • Fee Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Forecasting
  • Fund Management
  • General Ledger
  • Graphical Data Presentation
  • Incentive Management
  • Income & Balance Sheet
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Liquidity Analysis
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Multi-Company
  • Operational Risk Management
  • Options Management
  • Participant Portal
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Estate
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Trade Tracking
  • Valuation Management
  • Vesting Management

Integrations

  • Total integrations6
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrations20
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • 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
  • 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

Carta vs. FundCount

See how Carta and FundCount stack up against each other by comparing features, pricing, ratings, integrations, security & more.