Carta

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Carta

Equity management platform for companies and investors

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Carta

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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
FreeAgent
  • Universal
    <ul> <li>Pricing for 6 months usage, 20$/month after that</li> <li>No contract or setup fees</li> <li>Award-winning support</li> <li>Save even more</li> </ul>
    10.00
    Month
Churpy
  • Custom
    <ul> <li>Churpy Reconciliation</li> <li>Churpy FinData API</li> <li>Electronic Invoice Presentment and Payment</li> <li>Trade Finance</li> </ul>
    Custom
    Month
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

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