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Equity Management Software

4.3 299 user ratings

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Equity Management Software

4.9 146 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 Pulley software is a Cap Table to manage 100% audit-proof defensibility for your 409A. The software offers Legal templates to manage signing and transactions directly through Pulley. Collaborate with employees to pay for options electronically via ACH. Monitor the milestone based vesting to generate and sign a board consent electronically. It integrates with Gusto, and Rippling. Small, Medium companies make use of the software. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Starts at $100.00. Offers 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
  • Online
  • Online

Reviews & Ratings

User Rating
4.3/5 299 user ratings
4.9/5 146 user ratings
Rating Distribution
  • Excellent

    57.2%
  • Very Good

    33.1%
  • Average

    1.7%
  • Poor

    1.3%
  • Terrible

    6.7%
  • Excellent

    91.8%
  • Very Good

    7.5%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0.7%
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

    Exceptional Customer Support, User-Friendly Interface, Fast Onboarding Process, Comprehensive 409A Valuations

    Occasional Bugs & Glitches, Limited Fundraising Modeling Functionality, Document Scanner Inaccuracies, Confusing UI Navigation

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.

Overall, Pulley receives favorable feedback from users, earning an average rating of 4.3 out of 5 stars across various review platforms. Reviewers commonly praise its user-friendly interface, ease of setup, and extensive features, highlighting its efficiency in streamlining project management and communication. However, some users mention occasional glitches and limited customization options as areas for improvement. Despite these minor drawbacks, Pulley's strengths in productivity enhancement and collaboration make it a widely recommended choice for businesses seeking a comprehensive project management solution.

  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
  • Starts at $100.00. Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Launch Custom

Paid Custom

CarteX Custom

Startup $100.00 $100.00 per month

Growth $280.00 $280.00 per month

Custom Custom

 
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

Screenshots Understanding the Forfeiture Rate Report Dashboard screenshot
Videos Video Thumbnail
+ 1 More
Not Available

Vendor information

Company Details Located in: Palo Alto, California Located in: San Francisco, CA Founded in: 2019
Contact Details

650.669.8381

https://carta.com/

Not available

https://pulley.com/

Social Media Handles

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