Why SoftwareWorld Chooses Carta:

“SoftwareWorld likely chose Carta based on user reviews highlighting its robust equity management features, user-friendly interface, and comprehensive cap table management. Users appreciate its ability to streamline complex equity processes, enhance transparency, and facilitate compliance. Carta's customer support and integration capabilities with other financial tools also contribute to its positive reception, making it a preferred choice for businesses managing equity and ownership structures.”

Highly Recommended

Carta Overview

Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offering clear visibility into equity distribution. The platform streamlines the process of issuing and tracking stock options, providing a secure and transparent environment for both employers and employees. Carta also provides tools for managing fundraising rounds, investor relations, and financial reporting, making it a comprehensive solution for companies looking to streamline their equity and ownership management.

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Carta Screenshot & Video

Contact Details

  • Vendor Name Carta
  • Founded 2012
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Computer Software, Information Services, Information Technology & Services

Carta Features

  • Arrow Icon Approval Process Control
  • Arrow Icon Meeting Management
  • Arrow Icon Automatic Backup
  • Arrow Icon Member Directory
  • Arrow Icon Commenting/Notes
  • Arrow Icon Event Scheduling
  • Arrow Icon Calendar Management
  • Arrow Icon Document Storage
  • Arrow Icon Activity Dashboard
  • Arrow Icon Surveys & Feedback
  • Arrow Icon File Sharing
  • Arrow Icon Offline Access
  • Arrow Icon Compliance Management
  • Arrow Icon Template Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Electronic Signature
  • Arrow Icon Secure Data Storage
  • Arrow Icon Task Management
  • Arrow Icon Minutes Management
  • Arrow Icon Document Review
  • Arrow Icon Attendance Management
  • Arrow Icon Meeting Notes
  • Arrow Icon Polls/Voting
  • Arrow Icon Committee Management
  • Arrow Icon Compensation Statements
  • Arrow Icon Performance Management
  • Arrow Icon Real Time Reporting
  • Arrow Icon Reminders
  • Arrow Icon Organizational Charting
  • Arrow Icon Employee Self Service
  • Arrow Icon Employee Portal
  • Arrow Icon Document Management
  • Arrow Icon Benefits Management
  • Arrow Icon Employee Reward Programs
  • Arrow Icon Employee Database
  • Arrow Icon HR Management
  • Arrow Icon Performance Appraisal
  • Arrow Icon Bonus Management
  • Arrow Icon Attendance Tracking
  • Arrow Icon Succession Planning
  • Arrow Icon Compensation Plan Modeling
  • Arrow Icon Compliance Management
  • Arrow Icon Incentive Management
  • Arrow Icon Payroll Management
  • Arrow Icon Employee Onboarding
  • Arrow Icon Salary History
  • Arrow Icon Employee Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Salary Planning
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Budget Management
  • Arrow Icon General Ledger
  • Arrow Icon Accounts Payable
  • Arrow Icon Accounts Receivable
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Billing and Invoicing
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Reporting
  • Arrow Icon Budgeting and Forecasting
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Inventory Management
  • Arrow Icon Fixed Asset Management
  • Arrow Icon Fund Accounting
  • Arrow Icon Multi-Currency
  • Arrow Icon Tax Management
  • Arrow Icon Payroll Management
  • Arrow Icon Subscription Billing
  • Arrow Icon Project Accounting
  • Arrow Icon Compliance Management
  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Cash Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Multi-Currency
  • Arrow Icon What If Scenarios
  • Arrow Icon Customizable Reports
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Management
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Activity Dashboard
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Audit Trail
  • Arrow Icon Forecasting
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Data Visualization
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Multi-Company
  • Arrow Icon Financial Analysis
  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Partnership Accounting
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Accounts Receivable
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Donation Tracking
  • Arrow Icon Payroll Management
  • Arrow Icon Accounts Payable
  • Arrow Icon Financial Reporting
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Activity Dashboard
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Donor Management
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Carta Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • Annual Subscription Annual Subscription

Carta FAQs

Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offering clear visibility into equity distribution. The platform streamlines the process of issuing and tracking stock options, providing a secure and transparent environment for both employers and employees. Carta also provides tools for managing fundraising rounds, investor relations, and financial reporting, making it a comprehensive solution for companies looking to streamline their equity and ownership management.

  • Yes, Carta offers a free version.

  • No, Carta does not offer any free trial.

  • No, Credit Card details are not required for the Carta trial.

  • Carta supports the following payment frequencies:

    • Annual Subscription

  • No, Carta does not offer an API.

  • Carta offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Carta offers training with the following options:
    • Live Online , Webinar , Documentation

  • Carta supports the following languages:
    • English

  • Following are the typical users of the Carta:
    • Self-Employed , Small-Business , Midsize-Business

  • Carta supports the following deployment:
    • Cloud Hosted

  • Carta supports the following devices and operating systems:
    • Web-Based , iPhone , Android

Carta Comparisons

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