Wer nutzt diese Software?

Carta manages equity at more than ten thousand companies, helping companies like Slack, Tilray, and August Capital manage their cap tables, valuations, portfolio investments, and equity plans.

Durchschnittliche Bewertung

29 Bewertungen
  • Gesamt 4.7/5
  • Benutzerfreundlichkeit 4.3/5
  • Kundenservice 4.5/5
  • Funktionen 4.4/5
  • Preis-Leistungs-Verhältnis 4.2/5

Produktinformationen

  • Startpreis 2.100,00 $
  • Preisinformationen Pricing is based on stakeholder count, complexity, and plan.
  • Kostenlose Version Nein
  • Gratis Testen Nein
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Carta
  • https://carta.com/
  • Gegründet 2012

Über Carta Equity Management

Best for VCs and PE firms, Carta makes it easier for equity holders in private companies to track and manage ownership, and run their back office functions.

Carta was founded in 2012, and started by helping private companies manage their cap tables. Since then, Carta's services have expanded to include ASC 820 valuations, fund accounting, and more. We support 10,000+ companies, 700,000+ unique stakeholders, & have valued over $200B in private assets.

Carta Equity Management Funktionen

  • Bewertungsmanagement
  • CRM
  • Cap Table (Kapitalisierungstabelle)
  • Dealmanagement
  • Dokumentenspeicher
  • Finanzmodellierung
  • Options-Management
  • Portfoliomanagement
  • Private Equity
  • Public Equity
  • Teilnehmer-Portal
  • Vesting Management
  • Audit Trail
  • Bilanz
  • Cash Management
  • Einkommensnachweis
  • Gewinn-und Verlustrechnung
  • Hauptbuch
  • Konsolidierung
  • Mehrere Abteilungen / Projekte
  • Mischkonzern
  • Prognose
  • „Was wäre wenn“-Szenarien
  • Betriebsrisiko-Management
  • Compliance Management
  • Für Hedge Fonds
  • Kredit-Portfolio-Management
  • Kreditrisiko-Management
  • Liquiditätsanalyse
  • Marktrisikomanagement
  • Portfolio-Modellierung
  • Portfoliomanagement
  • Risiko-Analysen-Benchmarks
  • Stress-Tests
  • Wertrisiko-Berechnung
  • Aussagen zu Entschädigungen
  • Bonus-Management
  • Bonus-Programme
  • Entschädigungs-Berechnung
  • Entschädigungs-Bewertung
  • Entschädigungsplan-Modellierung
  • Gehaltsplanung
  • Mitarbeiter-Bonusprogramme
  • Organigramme
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Kalenderverwaltung
  • Kollaboration
  • Kontrolle des Genehmigungsprozesses
  • Mitgliederverzeichnis
  • Protokoll-Management
  • Umfragen / Wahlen
  • Zugriffskontrollen/Berechtigungen
  • für gemeinnützige Organisationen

Die hilfreichsten Reviews für Carta Equity Management

Super easy to keep track of my stock options

Bewertet am 13.12.2019
Mallory R.
Senior Digital Marketing Specialist
Computer-Software, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall it is simple and easy to use and makes it easy for a company with a large number of employees to keep track of which people have which vested stock options.

Vorteile: Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.

Nachteile: No complaints but I probably haven't used this software at a deep enough level to truly find anything difficult or something to dislike about this software.

Huge timesaver, great value and has improved continuously over time

Bewertet am 21.6.2019
Rob P.
CFO
Finanzdienstleistungen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: It solved a hugely expensive problem very easily (I used to have to manage our cap table in excel, print out paperwork and issue my own stock certificates. However, every time I look at software options, I was stuck going back to the same system. Using lawyers is truly insane cost-wise, so we manged it in-house. I talked to users of all competitive products and every single one noted errors in those products that led to board-level action and highly expensive fixes. This is NOT something you want to mess around with. Carta, however, was FAR superior to all other options in ease-of-use, accuracy of data, security, rapidity of product development, and ability to scale along with our company. They could make any adjustments needed without the needs for costly external counsel or board interaction.

Nachteile: When we first started using it (nearly 5 years ago), we found a few bugs in accounting reporting on edge cases (we had a couple outlier cases unusual for a company of our size at the time ). The Carta team quickly made adjustments to their software to resolve the problems however (and have continued to respond quickly to feedback).

Once top shop for cap table management

Bewertet am 12.7.2018
Verifizierter Rezensent
Senior Staff Accountant
Internet, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis

Vorteile: Very easy to use
Option grants to employees are all done through the software
There are reports for all our needs, from stock based comp calculations, min disclosure for financial statement audits, etc...
Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time.

Nachteile: Reports take a very long time to populate and the files can be extremely large. Some report files are over 20 MB's

Great App for Managing Private Equity

Bewertet am 4.12.2019
Kevin C.
Business Operations Manager
Informationstechnologie & -dienste, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall, it's been awesome using Carta. It's a great tool to manage private equity. I'd highly recommend this.

Vorteile: - Keeps track of multiple companies in a singular account
- Great data visualization tools for exercised vs. vested, etc.
- Repository for pertinent documentation

Nachteile: - Mobile application is lacking some features that the web app has (i.e. documentation repo).
- Sometime difficult to understand the workflow required to accomplish a task. There are multiple ways to do the same thing, which can leave the user feeling a bit lost at times.

Onboarding Nightmare

Bewertet am 14.11.2018
Verifizierter Rezensent
Paralegal
Computer- & Netzwerksicherheit, 1.001-5.000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
3/5
Gesamt
2/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
3/5
Kundenbetreuung
2/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Our company has been managing equity via Excel spreadsheets and have grown to the point that we need something better. Once we have Carta up, we are hoping to spend far less time updating spreadsheets. Should just be enter the information once and all the reports update.

Vorteile: Software is very pretty. Our rep is available consistently for phone calls to discuss onboarding.

Nachteile: If you have any non-standard options, Carta is probably not for you. We have been onboarding for months now, and our account rep has done almost nothing. We gave him the information we had, but he doesn't seem to grasp the spreadsheets so we've basically had to do the uploading ourselves. Now that we are almost ready for go-live, I still can't find information in the system that I am looking for. Additionally, the software doesn't make up agreements (for example, if you loaded up a template). You just upload your agreements into the system after they are made on another platform. So basically it's a hosted skin for shares reporting? Not sure, and not happy.

Lies weitere Bewertungen