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Carta Overview

Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offering clear visibility into equity distribution. The platform streamlines the process of issuing and tracking stock options, providing a secure and transparent environment for both employers and employees. Carta also provides tools for managing fundraising rounds, investor relations, and financial reporting, making it a comprehensive solution for companies looking to streamline their equity and ownership management.

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Carta Screenshot & Video

Contact Details

  • Vendor Name Carta
  • Founded 2012
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Computer Software, Information Services, Information Technology & Services

Carta Features

  • Approval Process Control
  • Meeting Management
  • Automatic Backup
  • Member Directory
  • Commenting/Notes
  • Event Scheduling
  • Calendar Management
  • Document Storage
  • Activity Dashboard
  • Surveys & Feedback
  • File Sharing
  • Offline Access
  • Compliance Management
  • Template Management
  • Collaboration Tools
  • Electronic Signature
  • Secure Data Storage
  • Task Management
  • Minutes Management
  • Document Review
  • Attendance Management
  • Meeting Notes
  • Polls/Voting
  • Committee Management
  • Compensation Statements
  • Performance Management
  • Real Time Reporting
  • Reminders
  • Organizational Charting
  • Employee Self Service
  • Employee Portal
  • Document Management
  • Benefits Management
  • Employee Reward Programs
  • Employee Database
  • HR Management
  • Performance Appraisal
  • Bonus Management
  • Attendance Tracking
  • Succession Planning
  • Compensation Plan Modeling
  • Compliance Management
  • Incentive Management
  • Payroll Management
  • Employee Onboarding
  • Salary History
  • Employee Management
  • Multi-Currency
  • Salary Planning
  • Goal Setting/Tracking
  • Commission Management
  • Budget Management
  • General Ledger
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing and Invoicing
  • Expense Tracking
  • Financial Reporting
  • Budgeting and Forecasting
  • Income & Balance Sheet
  • Inventory Management
  • Fixed Asset Management
  • Fund Accounting
  • Multi-Currency
  • Tax Management
  • Payroll Management
  • Subscription Billing
  • Project Accounting
  • Compliance Management
  • Vesting Management
  • Cap Table Management
  • Reporting & Statistics
  • Document Storage
  • Financial Modeling
  • Valuation Management
  • Private Equity
  • Deal Management
  • Public Equity
  • Client Portal
  • CRM
  • Compliance Management
  • Portfolio Management
  • Investor Reporting
  • Cash Management
  • Expense Tracking
  • Multi-Currency
  • What If Scenarios
  • Customizable Reports
  • Billing & Invoicing
  • Data Import/Export
  • Financial Management
  • Consolidation/Roll-Up
  • Activity Dashboard
  • Bank Reconciliation
  • Audit Trail
  • Forecasting
  • Third-Party Integrations
  • Budgeting/Forecasting
  • Data Visualization
  • Reporting/Analytics
  • Multi-Company
  • Financial Analysis
  • Liquidity Analysis
  • Market Risk Management
  • Risk Analysis
  • Reporting/Analytics
  • Operational Risk Management
  • Portfolio Management
  • Portfolio Modeling
  • For Hedge Funds
  • Compliance Management
  • Credit Risk Management
  • Loan Portfolio Management
  • Stress Tests
  • Billing & Invoicing
  • Partnership Accounting
  • Income & Balance Sheet
  • Accounts Receivable
  • Expense Tracking
  • Financial Management
  • Bank Reconciliation
  • Donation Tracking
  • Payroll Management
  • Accounts Payable
  • Financial Reporting
  • Real-Time Reporting
  • Compliance Management
  • Purchasing & Receiving
  • Activity Dashboard
  • Budgeting/Forecasting
  • Donor Management
  • Accounting
  • Alerts/Notifications
  • Financial Analysis
  • Visual Analytics
  • For Investors & Traders
  • For Investment Advisors
  • Risk Management
  • Modeling & Simulation
  • Portfolio Management
  • Performance Metrics
  • Compliance Tracking
  • Bonds/Stocks
  • Mobile Access
  • Commodity Futures
  • Portfolio Rebalancing
  • Fund Management
  • Client Portal
  • Benchmarking
  • Client Management

Carta Pricing

Pricing Type

  • Pricing Type Usage Based

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • Annual Subscription Annual Subscription

Carta FAQs

  • Yes, Carta offers a free version.

  • Yes, Carta offers a free trial.

  • No, Credit Card details are not required for the Carta trial.

  • Carta supports the following payment frequencies:

    • Annual Subscription

  • No, Carta does not offer an API.

  • Carta offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Carta offers training with the following options:
    • Live Online , Webinar , Documentation

  • Carta supports the following languages:
    • English

  • Following are the typical users of the Carta:
    • Self-Employed , Small-Business , Midsize-Business

  • Carta supports the following deployment:
    • Cloud Hosted

  • Carta supports the following devices and operating systems:
    • Web-Based , iPhone , Android