Carta Equity Management
von Carta
Beliebte Produkte
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
23 Bewertungen- Gesamt 4.5 / 5
- Benutzerfreundlichkeit 4 / 5
- Kundenservice 4.5 / 5
- Funktionen 4.5 / 5
- Preis-Leistungs-Verhältnis 4 / 5
Produktdetails
- Startpreis 2.100,00 $
- Preisinformationen Pricing is based on stakeholder count, complexity, and plan.
- Kostenlose Version Nein
- Kostenlose Testversion Nein
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Einsatz
Cloud, SaaS, Web
Mobile - iOS Native
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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
- Mitgliederverzeichnis
- Protokoll-Management
- Prozess-Management für Genehmigungen
- Rollen-basierte Genehmigung
- Umfragen / Wahlen
- für gemeinnützige Organisationen
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Die hilfreichsten Reviews für Carta Equity Management
Huge timesaver, great value and has improved continuously over time
Bewertet am 21.6.2019
Rob P.
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
Verified Reviewer
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
Eshares to Carta
Bewertet am 29.8.2018
Zeah S.
Kommentare: We started with Carta when it was Eshares. Prior to using this software we were tracking everything in an excel spreadsheet which was a complete cluster. Now we can easily pull reports for information on the shareholders. The only difficulty I have encountered is the lack of a report that my auditors will accept without manipulation from myself. Still way better than manual tracking.
Vorteile: The ease with which data can be entered
Nachteile: Reports for Audit purposes can be painful
Stock Options Made Easy
Bewertet am 14.11.2018
Verified Reviewer
Vorteile: Carta helps us track all of our company's stock options in one place, providing simple reports and instant changes to our cap table.
Nachteile: Changes to Stakeholders now require more steps than they did in the previous format, it is a bit more time consuming when making a lot of changes.
For a Start-up, this is a great tool to manage your equity
Bewertet am 13.11.2018
Enrique F.
Kommentare: Overall, Carta Equity Management allows us to track and record equity along with sharing the information with the employees. It also provides us the reports to book the quarterly stock based compensation.
Vorteile: Carta is fairly easy to navigate, as the administrator I can answer questions employees may have as far as vesting and their options.
Nachteile: Some of the reports are not easily identifiable, you have to select the options you want when running the report.