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Equity Management Software

4.3 299 user ratings

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Overview

Description Carta is an equity management software that helps the users to efficiently and conveniently manage their companies valuations, cap tables, investments and equity plans. The software acts as the source of truth for the user’s companies equity. It provides audit-ready, fast and cost-effective valuations. Carta offers liquidity to the user’s companies by running tender-offers, one-off transactions, and stock buybacks. It is an SEC-registered platform that acts as a transfer agent. It allows users to issue electronics security to those stakeholders who are ready to use Carta. The software allows users to do sensitivity and breakpoint analysis along with dilution and payout modelling. Users can perform full-service fund accounting and even view their real-time financials. This helps the users to make better financial decisions that will benefit them in the long run. The software’s portfolio dashboard helps the users to track their performance. Further, the experienced team members of the software provide accurate and on-time valuations to the users. Read more Eqvista is an ideal platform for issuing electronic shares to employees, founders and investors. It offers stellar services related to cap table management and valuation for all relevant organisations. Whether the client is a small, medium or large organisation, Eqvista offers tailored services. These services are entirely customisable to provide the latter with flexibility. The platform is an ideal one to issue stocks and stay connected with the shareholders for good. The feature for share management allows clients to manage their shares seamlessly across all online platforms. With this, clients can issue new shares, transfer the existing ones and conduct various other actions simultaneously. Eqvista is also a go-to for business startups. Such clients simply need to fill in their ideals and ideas along with relevant objectives and the page comes up with ample company incorporations. With Eqvista, client companies can easily issue electronic stocks that eliminate the use of physical certificates. This, in turn, eliminates the chance of human inaccuracy as the entire process is automated. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Free-forever and Custom plan.

Technical Details

Organization Types Supported
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
Modes of Support
  • Business Hours
  • Online
  • Business Hours
  • Online
API Support
  • NA
  • Available

Reviews & Ratings

User Rating
4.3/5 299 user ratings
4.2/5 9 user ratings
Rating Distribution
  • Excellent

    57.2%
  • Very Good

    33.1%
  • Average

    1.7%
  • Poor

    1.3%
  • Terrible

    6.7%
  • Excellent

    77.8%
  • Very Good

    0%
  • Average

    0%
  • Poor

    11.1%
  • Terrible

    11.1%
User Sentiments

    User-friendly Interface, Comprehensive Cap Table Management, Efficient Equity Management, Helpful Customer Support

    High Pricing, Confusing User Interface, Lack of Robust Reporting Functionality, Tedious Onboarding Process

    Not Available
Review Summary

Carta is generally well-received by users, earning praise for its user-friendly interface, comprehensive features for managing equity, and strong customer support. Many users highlight the platform's ease of use, even for those with limited financial knowledge, and appreciate the ability to track and manage cap tables, investments, and shareholder communications efficiently. Carta is also lauded for its robust security measures and regular updates that introduce new features and improvements. However, some users have encountered occasional technical glitches and expressed concerns about the platform's pricing, which they deem suitable for larger organizations but less accessible to startups and small businesses.

Not Available
Pros & Cons
  • User-friendly interface
  • Comprehensive equity management features
  • Strong customer support
  • Robust security measures
  • Regular updates with new features
  • Occasional technical glitches
  • Pricing may not be accessible for startups and small businesses
  • Ideal for issuing electronic shares
  • Customizable services for different organization sizes
  • Seamless share management across platforms
  • Automated process eliminates human error
  • Suitable for business startups
  • No information available
  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Free-forever and Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Launch Custom

Paid Custom

CarteX Custom

Freemium Free

Premium Custom

 
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

Screenshots Understanding the Forfeiture Rate Report Not Available
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Vendor information

Company Details Located in: Palo Alto, California Located in: Las Vegas, NV Founded in: 2018
Contact Details

650.669.8381

https://carta.com/

Not available

https://eqvista.com/

Social Media Handles

FAQs

What are the key differences between Carta and Eqvista?

Carta focuses on equity management for larger organizations, while Eqvista offers tailored services for companies of all sizes.

What are the alternatives to Carta?

The top alternatives to Carta are Diligent Equity, WOWS Cap Table, Cake Equity, EquityList, and Capboard.

Which SaaS products can Carta integrate with?

Carta integrates with Zenefits, BambooHR, Quickbooks, and Xero.

What are the key features of Eqvista?

Eqvista's key features include electronic share issuance, cap table management, and valuation services.

What are the alternatives to Eqvista?

The top alternatives to Eqvista are Carta, Capshare, Capboard, Captable.io, and Cake Equity.

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