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Carta

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Carta

Equity management platform for companies and investors

Owned By

Carta

Other OS

Windows

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iOS

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Android

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Mgmt Review
  • free
  • paid

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 21,000+ companies, 1.5M+ unique stakeholders, and have valued over $1.8T in private assets.

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In-Depth Reviewer Comments

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App Pricing Page

Launch <ul> <li>Cap table & ESOP management​</li> <li>Electronic securities​</li> <li>Shareholder portal</li> <li>Scenario modeling</li> </ul> Custom Other
Paid <ul> <li>ESOP valuations</li> <li>Investor updates</li> <li>Dedicated onboarding support</li> </ul> Custom Other
CartaX <ul> <li>Listing on CartaX</li> <li>Regular liquidity</li> <li>Competitive transaction fees</li> </ul> Custom Other
This app has yearly payment discounts available.

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Independent Reviewer Comments

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Customer Questions

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  • Launch
    <ul> <li>Cap table & ESOP management​</li> <li>Electronic securities​</li> <li>Shareholder portal</li> <li>Scenario modeling</li> </ul>
    Custom
    Other
  • Paid
    <ul> <li>ESOP valuations</li> <li>Investor updates</li> <li>Dedicated onboarding support</li> </ul>
    Custom
    Other
  • CartaX
    <ul> <li>Listing on CartaX</li> <li>Regular liquidity</li> <li>Competitive transaction fees</li> </ul>
    Custom
    Other
SMACC
  • Basic
    Description: <ul> <li>Financial Accounting, Inventory</li> <li>HR, Fixed Assets</li> <li>2 Users only</li> <li>1 Module only</li> </ul>
    125.00
    Month
  • Advanced
    <ul> <li>3 Users only</li> <li>2 Modules only</li> </ul>
    159.00
    Month
  • Enterprise
    <ul> <li>4 Users only</li> <li>All Modules</li> </ul>
    185.00
    Month
SutiExpense
  • Professional
    <ul> <li>Pricing per Active Submitter</li> <li>Credit Card Statement Import</li> <li>Mobile Ready (iPad, iPhone, Smartphone)</li> <li>Automated Workflow Approvals</li> </ul>
    6.00
    Month
  • Premium
    <ul> <li>VAT, GST, HST Tax Capabilities</li> <li>Pre-Trip Request</li> <li>Travel Booking Data Integration</li> <li>Corporate Card Direct Link (AMEX,MC,VISA)</li> </ul>
    Custom
    Other
  • Enterprise
    <ul> <li>Touch Screen Signature Verification</li> <li>LDAP/Active Directory Integration</li> <li>Dynamic Data Integration</li> <li>Data Analytics</li> </ul>
    Custom
    Other
FreshBooks
  • Lite
    <ul> <li>Send unlimited invoices to up to 5 clients</li> <li>Track unlimited expenses</li> <li>Send unlimited estimates</li> <li>Get paid with credit cards and bank transfers</li> </ul>
    4.50
    Month
  • Plus
    <ul> <li>Send unlimited invoices to up to 50 clients</li> <li>Automatically track expenses</li> <li>Automatically capture receipt data</li> <li>Send unlimited estimates and proposals</li> </ul>
    7.50
    Month
  • Premium
    <ul> <li>Send unlimited invoices to an unlimited amount of clients</li> <li>Track Bills, Bill Payments & Vendors with Accounts Payable</li> <li>Track project profitability</li> <li>Customize email templates with dynamic fields</li> </ul>
    15.00
    Month
  • Select
    <ul> <li>Access to lower credit card transaction rates and capped ACH fees</li> <li>Start with 2 team member accounts</li> <li>Get a dedicated account manager</li> <li>Get help migrating from other software</li> </ul>
    Custom
    Other

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