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

Wave

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Accounting

<ul> <li>Unlimited income and expense tracking</li> <li>Track sales tax on income and expenses</li> <li>Add unlimited partners, collaborators or accountants</li> <li>Fully functional double entry system. Generate financial statements for year-end</li> </ul>

0.00

Other

ZarMoney

Get ZarMoney

Entrepreneur

<ul> <li>1 User Only</li> <li>Unlimited Transactions</li> <li>U.S. Based Customer-Service</li> </ul>

15.00

Month
Small Business

<ul> <li>Includes 2 Users </li> <li>$10 for Each Additional User</li> </ul>

20.00

Month
Enterprise

<ul> <li>30+ Users</li> <li>Priority Support </li> <li>Custom Features </li> <li>Dedicated Account Rep</li> </ul>

350.00

Month

Botkeeper

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Client Entity Fee

<ul> <li>Transaction Categorizations & Coding</li> <li>Bank and Credit Card Reconciliations </li> <li>Payroll Journal Entries</li> <li>Standard Income Statement, Balance Sheet, & Statement of Cash Flow</li> </ul>

55.00

Month
Platform & Tools

<ul> <li>Client Management Solution</li> <li>Task Management</li> <li>Transaction & Statement Fetching</li> <li>Receipt & Bill Capture</li> </ul>

1000.00

Month

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