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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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
TaxDome
  • Lite
    <ul> <li>Unlimited clients, document sharing, storage, e-signatures</li> <li>1 user - for individuals only</li> <li>CRM with custom fields</li> <li>Client portal with mobile app</li> </ul>
    25.00
    Month
  • Pro
    <ul> <li>Pricing per user</li> <li>Native PDF Editor</li> <li>Firm Mobile App</li> <li>White-labeled website and client portal</li> </ul>
    50.00
    Month
Melio
  • Free
    <ul> <li>Add unlimited users for free</li> <li>AP sync with QuickBooks Online</li> <li>AR sync with QuickBooks Online, QuickBooks Desktop, FreshBooks & Microsoft Dynamics 365 Business Central</li> <li>Batch payments</li> </ul>
    0.00
    Other
Odoo Accounting
  • Enterprise
    <ul> <li>Choose from a variety of Applications</li> <li>Extra Integrations add-ons</li> <li>Choose your Hosting type</li> <li>Choice of Implementation service</li> </ul>
    Custom
    Month

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