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Carta

Equity. Simplified.

2.7 (3 reviews)

Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans.

General information about Carta

Carta is on a mission to create more owners, empowering individuals and businesses to take control of their equity. With their groundbreaking global ownership management platform, Carta is revolutionizing the way companies, investors, law firms, and employees navigate the complex world of equity management. By seamlessly converging private and public markets and mapping and connecting the global ownership network, Carta is forging new paths for businesses and individuals alike.


Driven by a shared vision, the dedicated team at Carta is tirelessly working towards building a generational company that has the power to fundamentally transform the way ownership and finance operate. Their unwavering belief in the democratization of ownership and the importance of transparency drives their relentless pursuit of excellence.


In a world where accessing and comprehending the intricacies of ownership and equity can be challenging, Carta provides an intuitive platform that simplifies and streamlines the entire process. Through their innovative technology and user-friendly interfaces, entrepreneurs can effortlessly manage their ownership stakes, investors can make informed decisions, law firms can navigate complex equity structures, and employees can see the true value of their work.


We at Secret recognize the immense value that Carta brings to the table, and we're excited to bring you access to exclusive deals on top-tier SaaS solutions like Carta. Become a part of the global network of entrepreneurs who are shaping the future of ownership and finance. Visit Secret now to start your journey towards success!

See alternatives to Carta like Visible.vc or Ledgy.
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Secret's take about Carta

Are you ready to learn about the amazing equity management and financial operations tool, Carta? 🚀 Look no further than this powerful tool! 💪

What is Carta?

Carta is a comprehensive platform that focuses on equity management and financial operations, providing a streamlined solution for businesses 💻 With Carta's cloud-based software, you can efficiently manage cap tables, employee equity plans, valuations, and more. Seamlessly integrate Carta into your workflows and empower your team with the tools they need to navigate complex equity processes 💡

Our opinion about Carta:

Carta is designed to meet the needs of companies, investors, and stakeholders who seek efficient equity management solutions 🌟 Whether you're a startup, a growing business, or an established enterprise, Carta offers features that simplify and streamline your equity-related processes. With Carta, you can ensure accurate and transparent equity tracking, optimize compliance, and enhance collaboration among stakeholders 📈

Carta Pricing:

Carta offers flexible pricing plans tailored to the specific needs and size of your business. Carta's pricing considers the number of employees and stakeholders in your organization. the specific features you require, optional modules for additional funtionality, and customizations or integrations 💰

- More details about Carta's pricings
Best Carta alternatives:

Top alternatives to Carta’s equity management and financial operations software include Ledgy, Pulley, Vestd and OptionTrax. Discover great offers for these types of tools and more on Secret to start saving! 🔍

- More alternatives to Carta
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What is Carta used for?

Carta is a transformative software that simplifies equity management for small businesses. It provides a comprehensive platform to manage ownership stakes, making it easier for entrepreneurs to maintain control of their equity. For instance, a startup can use Carta to distribute shares to employees, track their vesting schedules, and handle stock option exercises. Investors can also use the platform to make informed decisions by having a clear view of their investments. Law firms can navigate complex equity structures with ease. Moreover, Carta promotes transparency by allowing employees to see the real value of their work in terms of equity. This democratization of ownership can lead to increased motivation and productivity within the company.

Carta pricing

Build

Book a demo

Cap table management

SAFE financing

Scenario modeling

Grow

Book a demo

409A valuations

Equity reporting

Scale

Book a demo

Expense reporting

Rule 701 disclosures

Launch

Free

Early stage founders

Less than 25 stakeholders

Less than $1M raised in funds

Carta features

  • Get approvals from your board without leaving Carta

    Send, track, and archive board consents and documents on the same platform where you manage your equity and 409A valuations.

  • Run liquidity events on Carta

    Carta makes it easy for private companies to administer liquidity programs. Your employees and shareholders will thank you.

  • Stop managing your cap table in a spreadsheet

    With Carta, your cap table updates automatically when you issue electronic securities, raise a round, or get a 409A valuation. So you can always trust Carta as your source of truth for equity information.

  • Keep track of compliance

    Stay on top of compliance requirements and filings with Carta's compliance feature. It manages your 409A valuations and equity plan administration to keep you compliant and avoid costly penalties.

  • Securely manage documents

    Store, share, and manage critical company documents securely with Carta's document management feature. You can share them securely with stakeholders and investors, ensuring everyone has the latest information.

  • Streamline communications

    Collaborate more efficiently with Carta's messaging feature. It allows you to communicate and share important information with your team and stakeholders in one place.

  • Access insights

    Get valuable insights into your cap table, financing rounds, and more with Carta's data analytics. It provides reports and analytics to help you make informed business decisions.

  • Get real-time access to information

    Stay connected and informed with Carta's mobile app, available on iOS and Android. It gives you real-time access to your equity and cap table information, no matter where you are.

3 Carta reviews

2.7 (3 reviews)
  • Wayne Brown

    Exceptional Customer Service Experience with Carta

    Absolutely love Carta! The process to cancel the account before renewal is thorough, ensuring you're making the right decision. I had the opportunity to communicate with them multiple times via email, which showed me their dedication to customer service. They even arranged a call with me to discuss my concerns, which I found very considerate. On the day of my renewal, they provided me with an offboarding form to complete. It was a bit of a rush, but it added a sense of excitement to the process. I appreciate their thoroughness in ensuring that I was certain about my decision. What I found unique about Carta is that there's no direct button in the app to stop automatic payments or cancel your account. This shows their confidence in their product and their commitment to customer retention. I'm looking forward to using their services again in the future!

    April 21, 2024

  • Alexis E

    Carta: A Game-Changer for LLC Management and Personal Growth

    I was initially drawn to Carta because it was promoted as being capable of handling LLC's, which turned out to be a fantastic learning experience. The onboarding process was unique and it really pushed me to become more independent. Now, a year later, I'm actively engaged in managing our account, which has improved my communication skills as I regularly email and follow up. If we had just used an Excel spreadsheet, I wouldn't have had this enriching experience and we wouldn't have invested $6k in our company's growth. I would recommend Carta over a spreadsheet any day, it's a game-changer!

    April 16, 2024

  • Elizabeth Brown

    An Insightful Review of Carta's Equity Management Services

    I am convinced that Carta offers an excellent product for equity management. I would recommend being proactive when considering a subscription for their newer products or features like 49A valuations. Their salespeople are quite persuasive and will ensure you understand the full benefits of your subscription. Their relationship managers are thorough and take their time to respond to cancellation or refund requests, ensuring that your account is in good standing and automatically renews, even with ample prior notice. Overall, it was an enlightening experience.

    April 13, 2024

More Carta's reviews

Carta: Pros & Cons

Pros

  • Comprehensive equity management: Carta offers a groundbreaking platform that simplifies the complex landscape of equity management for companies, investors, and employees
  • Transparency and accessibility: The platform's user-friendly interfaces and intuitive technology empower users to understand and manage ownership stakes with ease
  • Vision of democratization: Carta's commitment to democratizing ownership aligns with a shared vision of transparency, empowering individuals and businesses in the world of finance

Cons

  • Learning curve: Despite its user-friendly interfaces, users might require some time to fully navigate and utilize Carta's comprehensive suite of features
  • Complexity for small businesses: While beneficial for larger enterprises, the extensive capabilities of Carta might be more than what small businesses require
  • Integration challenges: Carta's integration options with other financial and management tools could be limited compared to specialized alternatives

Why is Carta better than other Investment Management software?

Carta is more versatile than WeFunder: 54 vs 52

Carta has better positive reviews compared to Gust: 85 vs 0

Carta is easy to use compared to Gust: 4.0 vs 3.6

Carta is more versatile than Visible.vc: 54 vs 52

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Ledgy

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