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

No one has asked any questions yet.
  • 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
Sage Financials
  • Sage Accounting Start
    <ul> <li>Create and send invoices</li> <li>Track what you're owed</li> <li>Automatic bank reconciliation</li> <li>Supports one user</li> </ul>
    10.00
    Month
  • Sage Accounting
    <ul> <li>Supports unlimited users</li> <li>Snap receipts with AutoEntry, 3 months free</li> <li>Send quotes and estimates</li> <li>Forecast cash flow</li> </ul>
    25.00
    Month
Kashoo
  • Trulysmall invoices
    <ul> <li>Send Invoices</li> <li>Accept Payments</li> <li>Send Estimates</li> <li>Track Income</li> </ul>
    0.00
    Month
  • Trulysmall accounting
    <ul> <li>Track Expenses</li> <li>Track Sales & Sales Tax</li> <li>Essential Reporting</li> <li>True Double Entry Ledger</li> </ul>
    20.00
    Month
  • Kashoo
    <ul> <li>Check Printing</li> <li>Multiple Users</li> <li>Customize CoA</li> <li>Projects</li> </ul>
    30.00
    Month
BQE CORE
  • Enterprise
    <ul> <li>Discover performance metrics for projects, profits, and people at a moment's notice</li> <li>Simplify time management and expense tracking for your entire firm</li> <li>Keep your projects on track, your budgets in line, and your staff organized & efficient</li> <li>Manage all your financial transactions and accounting in one place</li> </ul>
    Custom
    Other

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