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Carta

accounting and finance > Stock Trading & FX Software

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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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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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Customer Questions

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Carta

Get Carta

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

Middesk

Get Middesk

Essentials

<ul> <li>Payroll tax account setup in all 50 states</li> <li>Waived state filing fees (Up to $800)</li> <li>Intuitive dashboard to track and manage state accounts</li> </ul>

45

Month
Premium

<ul> <li>Essentials + Registered Agent Services</li> <li>Secretary of State account creation</li> <li>Annual report filings</li> </ul>

75

Month
Unlimited

<ul> <li>Premium coverage for all 50 states at one flat fee</li> <li>Secretary of State account creation</li> <li>Intuitive dashboard to track and manage state accounts</li> </ul>

15000

Year

Vena

Get Vena

Enterprise

<ul> <li>Finance-Led Planning - Budgeting and Forecasting, Strategic Planning, What-If Analysis, Financial and Business-Wide Reporting</li> <li>Extended Planning - Cash Flow Planning, Workforce Planning, Capital Expense and Revenue Planning, Sales and Operational Planning</li> <li>Beyond Planning - Financial Consolidation and Close, Account Reconciliation, Incentive Compensation Management, Tax Provisioning</li> </ul>

Custom

Other

FreeAgent

Get 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

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