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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 Global Shares manages employee stock plans for some of the world’s most exciting startups, tech unicorns and enterprise brands. Our mission is to help companies of all sizes harness the power of employee ownership. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Custom plan.

Technical Details

Organization Types Supported
  • Large Enterprises
  • Medium Business
  • Small Business
  • 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

Reviews & Ratings

User Rating
4.3/5 299 user ratings
4.9/5 67 user ratings
Rating Distribution
  • Excellent

    57.2%
  • Very Good

    33.1%
  • Average

    1.7%
  • Poor

    1.3%
  • Terrible

    6.7%
  • Excellent

    91%
  • Very Good

    9%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
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

    Easy to Use Interface, Excellent Customer Support, Seamless Onboarding Process, Comprehensive Cap Table Management

    Limited Advanced Features, Occasional Bugs in New Features, Time Zone Differences, Lack of Waterfall Modeling

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.

Global Shares is praised by users for its ease of use and effectiveness in managing cap tables, streamlining equity management, and replacing cumbersome spreadsheets. Users consistently highlight the exceptional onboarding experience, with the dedicated team proving responsive, knowledgeable, and helpful. While the platform is considered a valuable solution for startups, some users note that it may lack certain advanced features compared to competitors. Additionally, a few users mention minor technical issues, though these are typically addressed promptly.

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
Not 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 Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Launch Custom

Paid Custom

CarteX Custom

Global Shares Custom

 
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

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Vendor information

Company Details Located in: Palo Alto, California Located in: Clonakilty, Ireland Founded in: 2005
Contact Details

650.669.8381

https://carta.com/

+353 768 888 002

https://www.globalshares.com/

Social Media Handles

FAQs

What are the key differences between Carta and Global Shares?

Carta focuses on equity management for companies of all sizes, while Global Shares specializes in employee stock plans for startups and tech unicorns.

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 Global Shares?

Global Shares offers employee stock plan management, including share issuance, vesting, and tax compliance.

How does the customer support of Carta compare to Global Shares?

Both Carta and Global Shares offer dedicated customer support, but Carta has a wider range of support channels, including phone, email, and chat.

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