Carta
Carta : Reviews, Pricing, Features & Alternatives
$2,800.00
Carta is an Investment Management Software. Price : $2800. Review Carta : Overview & Pricing
Carta Overview : Features, Pricing, Reviews & Alternatives
Carta is an Investment Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Carta is listed as a Investment Management Software and Finance Software for companies and is used for Investment Management, Financial Reporting, Board Management, Fund Accounting …
Carta price starts from $ 2800 per user and per month .
Capital management solution for public and private companies
Asset management is a simple and comfortable process
What is Carta ?
Carta is stock management software that helps users efficiently and easily manage their companies’ valuations, capitalization tables, investments, and stock plans. The software acts as the source of truth for the user’s business assets. Provides fast, cost-effective, audit-ready assessments. Carta provides liquidity to users’ businesses by executing takeover bids, one-time transactions, and share buybacks. It is an SEC registered platform that acts as a transfer agent. It enables users to deliver electronic security to stakeholders out of the box. The software allows users to perform sensitivity and breakpoint analyses, as well as dilution and payment models. Users can perform full-service fund accounting and even view their financial statements in real time. This helps users make better financial decisions that will benefit them in the long run. The software’s portfolio dashboard helps users track their performance. Additionally, experienced software team members provide accurate and timely feedback to users.
The platform’s electronic securities capture relevant data such as vesting schedules, share price, settlement preferences and more. Carta users are also investors and employees, who can create a free portfolio, track their acquisition and obtain documents associated with the title.
The services that Carta offers are the valuation of private assets, the financing of companies and investors and the management of controlled liquidity events. The document library contains standard agreements and corporate documents. There is also a 409A qualification for users to meet auditable qualifications.
ownership network that changes the way assets are acquired, valued and traded
What is Letter? Carta is an AI-powered financial reporting software that simplifies stock trading through the seamless organization of valuations, capitalization tables, stock plans, and investments on a cloud-based platform. It is ideal for private companies who want to manage their capital wisely, lawyers who want to supercharge their compliance review workflow, and investors who need custody, fund management, portfolios, and ASC 820s. Carta is highly advanced financial reporting software which can make it easier for you to know the status of each transaction with just one click. It has a powerful dashboard that allows you to track assets and money flows in real time. Ready-made tools for scenario modeling are also available. With its provided platform, you can even issue electronic titles to interested parties. In addition to the out-of-the-box assessments it offers, Carta also dedicates a team of expert analysts to help you deliver a timely and accurate ASC 820.
Public and private companies trust Carta for the management and fulfillment of their properties. Carta makes it easy for companies at all stages to turn their employees into owners. As an SEC registered transfer agent, we help companies issue, price and transfer securities.
Carta Review : Pros & Cons
Pros & Cons
When it comes to finding the right Investment Management tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Carta, and as you may have guessed from the title, this review will tell you more about Carta’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Carta Pros : Key Benefits
– Carta helps private companies manage capitalization tables by automatically updating them with each transaction through electronic signatures, shared access, automated checks, and restricted stock allocations.
– Limit table importer
– Carta provides public companies with an SEC-recognized transfer agent with features including proxy services, annual meeting support, and access to stakeholder information.
– Business setup checklist
– The platform comes with three products including Investor Updates, Board Resolutions and Board Management to streamline investor and board management.
– The solution offers a backup and protection function, helping users to digitize their security and update their data on the platform.
– Automated tenders
– Carta’s stock plan management functionality is compatible with most stock plans and award types.
– Unlimited admin accounts
– Real-time roof table
Carta Cons
– Con : Not always the cheapest option : Investment Management Software average cost is $ 30 .
– Con : Custom integrations can come at a price.
Carta Features
Here is the list of the main features of this computer software :
– What If Scenarios
– ACH Payment Processing
– API
– Access Controls/Permissions
– Accounting
– Activity Dashboard
– Administrative Reporting
– Approval Process Control
– Audit Trail
– Benchmarking
– Budgeting/Forecasting
– Cap Table Management
– Collaboration Tools
– Compensation Management
– Compensation Plan Modeling
– Compliance Management
– Compliance Tracking
– Data Import/Export
– Deal Management
– Debt Management
Main function & Pro Features
– What If Scenarios
– ACH Payment Processing
– API
– Access Controls/Permissions
– Accounting
– Activity Dashboard
– Administrative Reporting
– Approval Process Control
– Audit Trail
– Benchmarking
– Budgeting/Forecasting
– Cap Table Management
– Collaboration Tools
– Compensation Management
– Compensation Plan Modeling
– Compliance Management
– Compliance Tracking
– Data Import/Export
– Deal Management
– Debt Management
Carta Integrations
Carta integrates with more than 8 applications & plugins like QuickBooks Online Advanced, BambooHR and Xero (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Top 20 Carta integrations
– Xero
– BambooHR
– QuickBooks Online Advanced
– Zenefits
– ChartHop
– Blissfully
– Quickbooks
– Xero
Carta Pricing
The Carta pricing plan starts from $ 2800 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Carta offers several pricing plans :
– Launch : $ 2800,00 per user / per month
– Paid : –
– Cardx : –
– Enterprise : –
– Premium : –
| Launch | Paid | Cardx | Enterprise | Premium |
| $2800,00 | – | – | – | – |
| Per year | Per year | Per year | Per year | Per year |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Carta Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : No information
Free plan : Premium only
Freemium : Freemium
Starting price : $ 2800,00
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Carta is a cloud-based Investment Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
carta is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …) and mobile platforms (like Android and iOS).
There’s also native mobile apps for iPhone & iPads on Apple’s App Store and for smartphones & tablets on Google Play Store.
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : Android / iOS – iPhone – iPad
Native Apps / Mobile Applications : iOS App & Android App
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Chat, Email / Help Desk, Knowledge Base, Phone Support, Online Support …
Hotline : 650.669.8381
Training options : Documentation, Live Online, Webinars …
Industry & Customers
Who use Carta ?
This software package is tailored to business needs : Public Administration, Non Profit, Entrepreneur …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Entrepreneur, Freelancer, Large Company …)
Carta Screenshots & Images : UI, dashboard …
Carta Business Software Pricing
Carta Features & Overview
Carta Screenshot
Videos
Video #1
Video #2
Carta Reviews
Here is our opinion on Carta : this is an excellent investment management software to trust .
Carta User Reviews & Ratings
Online and customer reviews of Carta software are quite plentiful and overall very positive :
Overall rating : 4,5
Value for money : 4,55
Functionality : 4,55
Usefulness : 3,7/5
Ease of use : 4,5
User rating Excellent : 74%
User rating Very Good : 15%
User rating Average : 1%
User rating Poor : 1%
User rating Terrible : 8%
Carta’s main benefits are 24/7 support, improved workflow, personalized service, ease of use and accuracy.
Popularity on social networks : 95674 followers on LinkedIn
Your Customer Review on Carta
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Carta ? What is your likelihood to renew ?
FAQs
Why use a Investment Management Software ?
Investment management software helps manage investment portfolios, verify compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. Investment management software makes it possible to follow the investments made and their progress in the company.
Main functions are : Investment tracking, Portfolio performance, Data import, Benchmarking, Asset reports, Financial risk management
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Investment Management Software Average Price : from $ 30,00 to $ 30,00 with an average price of $ 30,00 .
Investment Management Software Review
Company details
Developed by ESHARES, Inc.
HQ location : California
Founded in 2012 by Henry Ward
Total revenue : $150.0M
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Investment Management Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website : visit carta.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Carta is independent in order to highlight the strengths and weaknesses of this Investment Management Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Carta Alternatives
If you’re understanding the drawbacks and you’re looking for a Carta alternative, there are more than 16 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Compare Carta Pricing Against Competitors
| Software | Starting Price | Billed | Free Trial |
| CARTA | $ | Per month / user | No |
| CAPTABLE.IO | $160 | Per month / user | No |
| PULLEY | $100 | Per month / user | No |
| CERTENT EQUITY MANAGEMENT | $ | Per month / user | No |
| CAPSHARE | $3 | Per month / user | No |
| EQUITYEFFECT | $ | Per month / user | Yes |
| GUST EQUITY MANAGEMENT | $ | Per month / user | No |
| CAPICHE | $ | Per month / user | Yes |
| QAPITA | $40 | Per month / user | No |
| $ | Per month / user |
Top 10 Alternatives & Competitors to Carta
– Allvue
– Certent Equity Management
– Pulley
– qashqade
– Ledgy
– PHI 1
– Trading Blox Builder
– PairTrade Finder PRO
– StockMarketEye
– Entropy
You can also take a look at other business apps, like our Splunk Cloud review and our OTRS review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Investment Management Software compare to Carta when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
