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Carta vs Ledgy Comparison (2026)
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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.
Ledgy simplifies equity management for growing companies. Manage employee participation plans, shareholdings, prepare cap tables, and more on a unified and scalable platform. Invite investors into your dashboard. Automate document signing, shareholder agreements, convertible loans and more.
- 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
Video & Screenshots
Pricing
User reviews
4.2
66
5
4
3
2
1
38
17
4
1
6
- Value for money
- Ease of use
- Features
- Customer support
4.9
29
5
4
3
2
1
26
3
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Aleah H.
OSS
Aleah H.
OSS
Sarah K.
People Ops Manager
Pros
Rajko C.
Head of Global People Operations
Cons
Carolyn D.
CEO
Ahmed E.
Management Accountant
Moses H.
CEO
Cons
Camilla C.
Investor Relations
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review2 years ago
Key features
- Total features53
- "What If" Scenarios
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Trail
- Benchmarking
- Benefits Management
- Bonds/Stocks
- Budget Management
- Budgeting/Forecasting
- Cap Table Management
- Client Portal
- Collaboration Tools
- Compensation Management
- Compensation Plan Modeling
- Compensation Statements
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Deal Management
- Debt Management
- Document Management
- Document Storage
- Electronic Signature
- Employee Database
- Employee Management
- Employee Onboarding
- Employee Portal
- Employee Reward Programs
- Enterprise Risk Management
- Financial Analysis
- Financial Management
- Financial Modeling
- Financial Reporting
- Financial Risk Reporting
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- General Ledger
- Goal Setting/Tracking
- Grant Management
- HR Management
- Incentive Management
- Investments Tracking
- Investor Reporting
- Liquidity Analysis
- Market Data Analysis
- Meeting Management
- Member Directory
- Minutes Management
- Modeling & Simulation
- Multi-Currency
- Operational Risk Management
- Organizational Charting
- Performance Metrics
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Private Equity
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Scenario Planning
- Third-Party Integrations
- Trade Tracking
- Transaction History
- Valuation Management
- Vesting Management
- Visual Analytics
- Workflow Management
- Total features60
- "What If" Scenarios
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Trail
- Benchmarking
- Benefits Management
- Bonds/Stocks
- Budget Management
- Budgeting/Forecasting
- Cap Table Management
- Client Portal
- Collaboration Tools
- Compensation Management
- Compensation Plan Modeling
- Compensation Statements
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Deal Management
- Debt Management
- Document Management
- Document Storage
- Electronic Signature
- Employee Database
- Employee Management
- Employee Onboarding
- Employee Portal
- Employee Reward Programs
- Enterprise Risk Management
- Financial Analysis
- Financial Management
- Financial Modeling
- Financial Reporting
- Financial Risk Reporting
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- General Ledger
- Goal Setting/Tracking
- Grant Management
- HR Management
- Incentive Management
- Investments Tracking
- Investor Reporting
- Liquidity Analysis
- Market Data Analysis
- Meeting Management
- Member Directory
- Minutes Management
- Modeling & Simulation
- Multi-Currency
- Operational Risk Management
- Organizational Charting
- Performance Metrics
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Private Equity
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Scenario Planning
- Third-Party Integrations
- Trade Tracking
- Transaction History
- Valuation Management
- Vesting Management
- Visual Analytics
- Workflow Management
Integrations
- Total integrations4
- BambooHR
- Deel
- Docusign
- Microsoft Entra ID
- Okta
- OneLogin
- Personio
- QuickBooks Online Advanced
- Rippling
- Xero
- Total integrations6
- BambooHR
- Deel
- Docusign
- Microsoft Entra ID
- Okta
- OneLogin
- Personio
- QuickBooks Online Advanced
- Rippling
- Xero
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