Carta Equity Management

Who Uses Carta Equity Management?

Carta manages equity for 14,000+ customers, helping companies like Slack, Tilray, and August Capital manage their cap tables, valuations, portfolio investments, and equity plans.

What Is Carta Equity Management?

Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions.

Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include 409a valuations, ASC 820 valuations, fund administration, and many more. Carta is trusted by 14,000+ companies, 800,000+ unique stakeholders, and have valued over $575B in private assets.

Carta Equity Management Details

Carta

https://carta.com/

Founded 2012

Carta Equity Management video
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Carta Equity Management pricing overview

Carta Equity Management does not have a free version and does not offer a free trial. Carta Equity Management paid version starts at US$2,800.00.


Starting Price

US$2,800.00

Pricing Details

Pricing is based on stakeholder count, complexity, and plan.

Free Version

No

Free Trial

No

Carta Equity Management deployment and support

Support

  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native

Training

  • Live Online
  • Webinars
  • Documentation

Carta Equity Management Features

  • Access Controls/Permissions
  • Approval Process Control
  • Calendar Management
  • Collaboration
  • Document Management
  • Electronic Signature
  • For Nonprofits
  • Member Directory
  • Minutes Management
  • Polls / Voting

View full list of Board Management Software

  • Bonus Management
  • Compensation Plan Modeling
  • Compensation Statements
  • Employee Reward Programs
  • Incentive Programs
  • Organisational Charting
  • Reporting/Analytics
  • Salary Planning

View full list of Compensation Management Software

  • CRM
  • Cap Table Management
  • Deal Management
  • Document Storage
  • Financial Modeling
  • Options Management
  • Participant Portal
  • Portfolio Management
  • Private Equity
  • Public Equity
  • Valuation Management
  • Vesting Management

View full list of Equity Management Software

  • "What If" Scenarios
  • Access Controls/Permissions
  • Audit Trail
  • Balance Sheet
  • Budgeting/Forecasting
  • Cash Management
  • Consolidation/Roll-Up
  • Data Import/Export
  • General Ledger
  • Multi-Company
  • Profit/Loss Statement

View full list of Financial Reporting Software

  • Compliance Management
  • Credit Risk Management
  • For Hedge Funds
  • Liquidity Analysis
  • Loan Portfolio Management
  • Market Risk Management
  • Operational Risk Management
  • Portfolio Management
  • Portfolio Modeling
  • Reporting
  • Risk Analytics
  • Stress Tests

View full list of Financial Risk Management Software

Carta Equity Management Alternatives

More Carta Equity Management alternatives

Carta Equity Management Reviews for UK Users

Read all reviews

Overall rating

4.5/5

Average score

Ease of Use 4.2
Customer Service 4.3
Features 4.3
Value for Money 4

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Mallory R.
Senior Digital Marketing Specialist
Computer Software, 501-1,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 13/12/2019

"Super easy to keep track of my stock options"

Comments: Overall it is simple and easy to use and makes it easy for a company with a large number of employees to keep track of which people have which vested stock options.

Pros: 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.

Cons: No complaints but I probably haven't used this software at a deep enough level to truly find anything difficult or something to dislike about this software.

  • Reviewer Source 
  • Reviewed on 13/12/2019
Zeah S.
Controller
Hospital & Health Care, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 29/08/2018

"Eshares to Carta"

Comments: We started with Carta when it was Eshares. Prior to using this software we were tracking everything in an excel spreadsheet which was a complete cluster. Now we can easily pull reports for information on the shareholders. The only difficulty I have encountered is the lack of a report that my auditors will accept without manipulation from myself. Still way better than manual tracking.

Pros: The ease with which data can be entered

Cons: Reports for Audit purposes can be painful

  • Reviewer Source 
  • Reviewed on 29/08/2018
Adam G.
mgr
Internet, 501-1,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 06/10/2020

"I like Carta"

Comments: Understanding my options and RSU holding, their vesting schedules

Pros: Carta is easy to understand, find information, and understand where you are in the vesting process.

Cons: I think the vesting informaiton needs to be presented in not only column format but graphically represented also

  • Reviewer Source 
  • Reviewed on 06/10/2020
David B.
Managing Member
Venture Capital & Private Equity, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    1 /5
  • Features & Functionality
    5 /5
  • Customer Support
    3 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    1/10
  • Reviewer Source 
  • Reviewed on 10/05/2020

"Imposible to use because its always so SLOW"

Comments: The CEO's and law firms that use it seem to be happy with it, as an investor user, I literally cringe every time we get a new stock cert from Carta because it takes so long to do antying.

Pros: In theory, it should be easy to manage our portfolio of over 50 different holdings.

Cons: We are investors, not issuers. As investors, we have 3 big issues.
A). The site is SO SLOW, I literally end up e-mailing the portfolio company to ask for the information.
B) The UX for the portfolio is nonsensical. For example, if you accept a certificate, you are not taken to the holding,s rather to some summary page from which you then have to search for what you just accepted and if you are not in the right "portfolio", it doesn't show up.
C) Carta makes it very difficult for one to keep a backup.

  • Reviewer Source 
  • Reviewed on 10/05/2020
Alan C.
Content Marketing Manager
Computer Software, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    4 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 24/09/2020

"Easy way to manage stock options"

Comments: Overall I have had a positive experience with Carta and am glad it exists to easily manage stock options.

Pros: Their documentation and blog are very helpful in understanding all the terms and nuance of stock options.

Cons: There is nothing that I don't like - the software does a solid job servicing our need for managing stock options.

  • Reviewer Source 
  • Reviewed on 24/09/2020