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Carta REVIEW

Financial Reporting Software

No user reviews
USER SATISFACTION 98%
OUR SCORE 9.0

What is Carta?

Carta modernizes and simplifies the way companies and enterprises manage and grow their shares, equity, and option holders. It is an intuitive equity management solution that offers users with tools to manage cap tables, request valuations, track investments, and equity incentive plans. It comes complete with a competitive suite of tools for board management, document management, process management, project management, and more.

A user-friendly and comprehensive solution, it simplifies issuing and tracking, breaking down stock option compensation expenses, financial reporting, and 409 valuations. It also streamlines tracking of employee and non-employee equity through equity plan administration, and transfer agent services. With Carta’s powerful suite of equity management tools, valuations are quick, liquidity offers are simplified, and stakeholders know their stake in the company.

For investors, Carta features safekeeping, portfolio insights, ASC 820, and has a full team of fund accountants to support investors’ back-office needs.

Formerly eShares, Carta has helped over 600,000 shareholders at more than 10,000 companies that hold over $400-500 billion in securities.

The software is supported through iOS, Android, and web. Pricing plans vary depending on your products and services, number of stakeholders, and cap table complexity. For more information on plans and features, you can request a free demo.

Overview of Carta Benefits

Carta helps law firms, investors, and employees chart the direction for seamlessly managing, growing, and overseeing their equities. The following are the benefits of Carta:

Get quality support for equity management

Equity issuance and related data in Carta are updated real-time seamlessly. Its intuitive dashboard lets you oversee your cap table, from the number of stakeholders, diluted shares, total cash raised, latest transactions, and cap table summaries. With built-in compliance for equity issuance, it also gives users the power to accept electronic securities, exercise options, and track vesting schedules.

Enjoy seamless management of cap tables

Carta advocates paperless transactions. Users can conveniently issue employee stock options and gather signatures from the platform. Cap tables are automatically updated for every entry and Carta consolidates all transactions and information. You can also issue preferred stocks, restricted stock award, profits interests, among others. It also features shared access functionalities so you can share and discuss the data with your legal team and investors.

You can generate ASC 718 reports seamlessly, and these reports are auditor-ready. Its powerful modeling worksheets and detailed waterfall payouts also give you a strategic vantage point for charting business growth.

Keep your business compliance-ready

Ensure compliance through Carta’s built-in compliance management feature. Carta’s checks include Rule 701, Rule 144, and the ISO $100k limit. You also get immediate hold of your 409A valuations.

Carta features documents reports, transactions audit reports, stakeholder contact spreadsheets, and Rule 701 analysis worksheets which you can quickly export.

Manage board clearance and approvals anywhere

You can directly manage and oversee board approvals through the Carta platform. Its encrypted platform also enables the secure management and retrieval of board checks and documents. It offers access to ready-made templates for 409A valuations and other pertinent documents which require board clearances. Board approvals are simplified through its complete tools for facilitating document management, electronic signing, and a full-capacity repository of templates for board reference.

Facilitate speedy and efficient fund administration

For investors, Carta features a dashboard that gives you real-time updates on deal IRR. You can view your general ledgers and financial reports on a snap. You can even see benchmarks and fund performance metrics.
It also boasts of an excellent team you can tap to administer for back office. Its dedicated fund administration team can help you on any issues you may encounter and provide necessary insights to realize the best value.
Moreover, Carta lets you effortlessly grow your investor relations. You can send capital calls and calculate and manage distributions as well as track commitment and contact details and action statuses. Its LP portal also lets you share pertinent requirements and documents with your investors.

Generate audit-ready ASC 820s

Investors are mandated to show necessary documentation on carrying values of their businesses. Carta leverages the best technologies available for you to deliver on your ASC 820 valuations. Access the best and most precise data and use it to estimate and increase your valuations. A valuation report is downloadable whenever and wherever you need. These reports are customizable depending on your requirements.

Enable effective management of certificates

The solution features a reliable system for safekeeping your certificates. Carta assures that your documents and certificates are secure and safe from even the worst hazards through its 600 lb, maximum-security vault. The solution also takes care of certificate custody and assistance for quarterly reporting. The data you submit to Carta will then be uploaded to the cloud to ensure data consistency between your actual documents and electronic copies.

Overview of Carta Features

  • Cap table
  • Electronic securities
  • Electronic exercising
  • Stakeholder management
  • Transaction auto-update cap tables
  • Standard 409A valuation and refreshes for material events
  • 409A audit support and valuation
  • ISO disqualification check
  • Account audit reports
  • Form 3921
  • ASC 718 Expense Accounting
  • Rule 701 management
  • Equity reports
  • Waterfall modelling
  • Breakpoints
  • Sensitivity analysis
  • Payouts
  • Financing round modelling
  • Financial transactions
  • Board management tools
  • Platform for investors, employees, board members, and law firms
  • Tender offer platform and programs
  • Tender offer account manager
  • Dedicated support
  • Relationship manager
  • Equity administration
  • Opt-in Beta program

Carta Position In Our Categories

Carta is also listed in the following subcategories:

Category:Position:Category:Position:
Financial Reporting Software#11
Category:Position:
Financial Reporting Software#11

There are well-liked and widely used applications in each software group. But are they necessarily the best fit for your organization’s specific needs? A market-leading software solution may have thousands of subscribers, but does it present what you need? For this reason, do not blindly invest in popular systems. Read at least a few Carta reviews and think about the elements that you desire in the software such as the price, main functionality, available integrations etc. Then, choose a few solutions that fit your wants. Check out the free trials of these products, read online comments, get explanations from the seller, and do your investigation meticulously. This profound research is sure to assist you select the best software application for your organization’s specific requirements.

How Much Does Carta Cost?

Carta Pricing Plans:
Free trial
Starter
By quote
Growth
By quote
Enterprise
By quote

Carta offers three plans, prices of which still vary depending on your company’s products and services, cap complexity, and stakeholders. For details, contact the vendor and get a quote.

Starter

  • Cap tables
  • Electronic securities
  • Electronic exercising
  • Stakeholder management
  • Transactions auto-update cap table
  • Standard 409A
  • Standard  409A refreshers for material events
  • 409A audit support
  • Complex 409A valuation (add-on)
  • ISO disqualification checks
  • Account audit reports
  • Capitalization report with drafts
  • Equity plan balance report
  • Rule 701 analysis worksheet
  • Investor audit-confirmation service
  • Exercise reports
  • Option exercises
  • Repurchases
  • Stock transfers
  • Permissions- internal and external
  • Grant cap table access
  • Option grant and exercise approvals
  • Board approvals
  • Board member platform
  • Employee platform
  • Investor platform
  • Law firm platform

Growth

  • Cap tables
  • Electronic securities
  • Electronic exercising
  • Stakeholder management
  • Transactions auto-update cap table
  • Standard 409A
  • Standard  409A refreshers for material events
  • 409A audit support
  • Complex 409A valuation (add-on)
  • ISO disqualification checks
  • Account audit reports
  • Form 3921
  • Capitalization report with drafts
  • Equity plan balance report
  • Rule 701 analysis worksheet
  • Investor audit-confirmation service
  • Exercise reports
  • Custom reporting service (add-on)
  • Option exercises
  • Repurchases
  • Stock transfers
  • Permissions- internal and external
  • Grant cap table access
  • Option grant and exercise approvals
  • Board approvals
  • Board management
  • Board member platform
  • Employee platform
  • Investor platform
  • Law firm platform
  • Opt-in beta program
  • Equity admin team (add-on)

Enterprise

  • Cap tables
  • Electronic securities
  • Electronic exercising
  • Stakeholder management
  • Transactions auto-update cap table
  • Standard 409A
  • Standard  409A refreshers for material events
  • 409A audit support
  • Complex 409A valuation (add-on)
  • ISO disqualification checks
  • Account audit reports
  • Form 3921
  • ASC 718 Expense Accounting
  • Rule 701 management
  • Capitalization report with drafts
  • Equity plan balance report
  • Rule 701 analysis worksheet
  • Investor audit-confirmation service
  • Exercise reports
  • Custom reporting service (add-on)
  • Option exercises
  • Repurchases
  • Stock transfers
  • Tender offers (add-on)
  • Tender offer platform and programs (add-on)
  • Tender offer account manager (add-on)
  • Permissions- internal and external
  • Grant cap table access
  • Option grant and exercise approvals
  • Board approvals
    Board management
  • Board member platform
  • Employee platform
  • Investor platform
  • Law firm platform
  • Dedicated, priority support
  • Opt-in beta program
  • Equity admin team (add-on)

User Satisfaction

We realize that when you make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Carta reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Carta. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

43

NEGATIVE SOCIAL MENTIONS

2

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Technical details

Devices Supported
  • Android
  • iPhone/iPad
  • Web-based
Language Support
  • English
Pricing Model
  • Free
  • Annual Subscription
Customer Types
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TICKETS

What are Carta pricing details?

Carta Pricing Plans:
Free trial
Starter
By quote
Growth
By quote
Enterprise
By quote

Carta offers three plans, prices of which still vary depending on your company’s products and services, cap complexity, and stakeholders. For details, contact the vendor and get a quote.

Starter

  • Cap tables
  • Electronic securities
  • Electronic exercising
  • Stakeholder management
  • Transactions auto-update cap table
  • Standard 409A
  • Standard  409A refreshers for material events
  • 409A audit support
  • Complex 409A valuation (add-on)
  • ISO disqualification checks
  • Account audit reports
  • Capitalization report with drafts
  • Equity plan balance report
  • Rule 701 analysis worksheet
  • Investor audit-confirmation service
  • Exercise reports
  • Option exercises
  • Repurchases
  • Stock transfers
  • Permissions- internal and external
  • Grant cap table access
  • Option grant and exercise approvals
  • Board approvals
  • Board member platform
  • Employee platform
  • Investor platform
  • Law firm platform

Growth

  • Cap tables
  • Electronic securities
  • Electronic exercising
  • Stakeholder management
  • Transactions auto-update cap table
  • Standard 409A
  • Standard  409A refreshers for material events
  • 409A audit support
  • Complex 409A valuation (add-on)
  • ISO disqualification checks
  • Account audit reports
  • Form 3921
  • Capitalization report with drafts
  • Equity plan balance report
  • Rule 701 analysis worksheet
  • Investor audit-confirmation service
  • Exercise reports
  • Custom reporting service (add-on)
  • Option exercises
  • Repurchases
  • Stock transfers
  • Permissions- internal and external
  • Grant cap table access
  • Option grant and exercise approvals
  • Board approvals
  • Board management
  • Board member platform
  • Employee platform
  • Investor platform
  • Law firm platform
  • Opt-in beta program
  • Equity admin team (add-on)

Enterprise

  • Cap tables
  • Electronic securities
  • Electronic exercising
  • Stakeholder management
  • Transactions auto-update cap table
  • Standard 409A
  • Standard  409A refreshers for material events
  • 409A audit support
  • Complex 409A valuation (add-on)
  • ISO disqualification checks
  • Account audit reports
  • Form 3921
  • ASC 718 Expense Accounting
  • Rule 701 management
  • Capitalization report with drafts
  • Equity plan balance report
  • Rule 701 analysis worksheet
  • Investor audit-confirmation service
  • Exercise reports
  • Custom reporting service (add-on)
  • Option exercises
  • Repurchases
  • Stock transfers
  • Tender offers (add-on)
  • Tender offer platform and programs (add-on)
  • Tender offer account manager (add-on)
  • Permissions- internal and external
  • Grant cap table access
  • Option grant and exercise approvals
  • Board approvals
    Board management
  • Board member platform
  • Employee platform
  • Investor platform
  • Law firm platform
  • Dedicated, priority support
  • Opt-in beta program
  • Equity admin team (add-on)

What integrations are available for Carta?

No information as to specific integrations.

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